Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
267 hedge funds and large institutions have $4.24B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 74 reducing their positions, and 43 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 74
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
0.9% more ownership
Funds ownership: 85.17% → 86.07% (+0.9%)
1% more capital invested
Capital invested by funds: $4.21B → $4.24B (+$31.8M)
7% less funds holding
Funds holding: 286 → 267 (-19)
28% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$49.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$30.9M |
| 4 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$18.5M |
| 5 |
Jane Street
New York
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$30.5M |
| 2 |
WA
Waterford Advisors
Orchard Park,
New York
|
-$6.15M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$4.86M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.77M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$4.77M |
FNDE Hedge Fund Activity: Q3 2023 in Review
267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2023, worth a combined $4.24B — up 0.76% from $4.21B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of FNDE and 31 opened new positions — a net loss of 12 holders — while 74 trimmed existing stakes and 98 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $49.9M. The largest seller was Morningstar Investment Services, cutting an estimated $30.5M.
- 267 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2023, down from 286 in Q2 2023.
- Funds reported $4.24B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2023, up 0.76% quarter-over-quarter.
- 31 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2023 and 43 closed out, a net change of -12 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2023 was Charles Schwab Investment Advisory, an estimated $49.9M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2023 was Morningstar Investment Services, an estimated $30.5M sold.
Based on aggregated 13F filings for Q3 2023.