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Schwab Fundamental Emerging Markets Large Company Index ETF

308 hedge funds and large institutions have $4.85B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $4.81B → $4.85B (+$39.3M)

0% more funds holding

Funds holding: 307308 (+1)

0.46% less ownership

Funds ownership: 87.18%86.72% (-0.46%)

Holders
308
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.44%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
44
Increased
108
Reduced
88
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Almanack Investment Partners
Pennsylvania
$10.7M +$1.03M +38,031 +11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$10.5M +$875K +32,415 +9%
CWM
28
Cabot Wealth Management
Massachusetts
$10.4M +$358K +13,246 +4%
MWP
29
Moller Wealth Partners
$9.3M +$135K +4,998 +2%
LNC
30
Lincoln National Corp
Pennsylvania
$9.12M +$1.15M +42,660 +15%
EWA
31
Exencial Wealth Advisors
Oklahoma
$8.88M -$279K -10,319 -3%
CST
32
Charles Schwab Trust
Nevada
$8.71M +$892K +33,030 +12%
CCM
33
Chilton Capital Management
Texas
$8.6M -$225K -8,332 -3%
KCM
34
Kathmere Capital Management
Pennsylvania
$8.53M +$815K +30,183 +11%
CFO
35
CVA Family Office
Colorado
$8.38M -$351K -13,018 -4%
SSWG
36
Seven Springs Wealth Group
Tennessee
$8.34M +$169K +6,272 +2%
AA
37
AlphaMark Advisors
Kentucky
$8.19M +$254K +9,416 +3%
ADL
38
Asset Dedication LLC
California
$7.73M -$507K -18,780 -6%
PC
39
Prairiewood Capital
North Dakota
$7.55M +$795K +29,443 +12%
ECM
40
Elgethun Capital Management
South Dakota
$7.51M +$18.2K +675 +0.3%
JBA
41
Johnson Bixby & Associates
Washington
$7.18M +$686K +25,395 +11%
WA
42
Waterford Advisors
New York
$7.08M +$307K +11,381 +5%
SCM
43
Sebold Capital Management
Illinois
$6.99M +$351K +12,990 +5%
RF
44
RHS Financial
California
$6.6M -$301K -11,168 -4%
SC
45
Savant Capital
Illinois
$6.46M -$560K -20,757 -8%
BIA
46
Bell Investment Advisors
California
$6.08M +$52.9K +1,958 +0.9%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$6.01M -$1.42M -52,536 -20%
IA
48
IFG Advisory
Georgia
$5.59M +$1.56M +57,673 +40%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$5.47M +$181K +6,701 +4%
BCI
50
Brinker Capital Investments
Pennsylvania
$5.29M -$403K -14,936 -7%

FNDE Hedge Fund Activity: Q1 2024 in Review

308 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2024, worth a combined $4.85B — up 0.82% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FNDE positions and 37 closed out — a net gain of 7 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $73M. The largest seller was Citadel Advisors, cutting an estimated $90.1M.

  • 308 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $4.85B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2024, up 0.82% quarter-over-quarter.
  • 44 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2024 and 37 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $73M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2024 was Citadel Advisors, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2024.