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Schwab Fundamental Emerging Markets Large Company Index ETF

322 hedge funds and large institutions have $5.72B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 96

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

10% more capital invested

Capital invested by funds: $5.18B → $5.72B (+$542M)

2% more funds holding

Funds holding: 316322 (+6)

1.52% less ownership

Funds ownership: 87.14%85.62% (-1.5%)

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
39
Increased
124
Reduced
96
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Almanack Investment Partners
Pennsylvania
$11.9M -$211K -7,052 -2%
CWM
27
Cabot Wealth Management
Massachusetts
$11.5M +$197K +6,606 +2%
KCM
28
Kathmere Capital Management
Pennsylvania
$11M +$433K +14,470 +4%
CCM
29
Chilton Capital Management
Texas
$11M +$1.23M +41,138 +14%
PS
30
Principal Securities
Iowa
$10.8M +$865K +28,943 +10%
MWP
31
Moller Wealth Partners
$10.8M +$14.3K +480 +0.1%
CST
32
Charles Schwab Trust
Nevada
$10.7M +$271K +9,083 +3%
JBA
33
Johnson Bixby & Associates
Washington
$10.4M +$1.67M +55,962 +21%
ECM
34
Elgethun Capital Management
South Dakota
$10.3M +$405K +13,548 +4%
SSWG
35
Seven Springs Wealth Group
Tennessee
$9.8M +$76.2K +2,550 +0.8%
ML
36
McAdam LLC
Pennsylvania
$9.76M -$3.46M -115,802 -28%
EWA
37
Exencial Wealth Advisors
Oklahoma
$9.72M -$339K -11,343 -4%
AA
38
AlphaMark Advisors
Kentucky
$8.85M -$615K -20,565 -7%
PC
39
Prairiewood Capital
North Dakota
$8.75M +$384K +12,849 +5%
ADL
40
Asset Dedication LLC
California
$8.42M -$147K -4,907 -2%
SCM
41
Sebold Capital Management
Illinois
$8.18M +$97.6K +3,266 +1%
LPL Financial
42
LPL Financial
California
$8M +$1.36M +45,656 +23%
RF
43
RHS Financial
California
$7.98M +$164K +5,493 +2%
CFO
44
CVA Family Office
Colorado
$7.88M -$1.12M -37,532 -13%
SWM
45
Sculati Wealth Management
Michigan
$7.82M +$729K +24,397 +11%
YAL
46
Your Advocates Ltd
Texas
$7.41M -$12.6K -423 -0.2%
SC
47
Savant Capital
Illinois
$7.3M +$28.2K +944 +0.4%
BIA
48
Bell Investment Advisors
California
$6.97M -$14.2K -474 -0.2%
SL
49
Systelligence LLC
Minnesota
$6.96M +$4.5M +150,440 +231%
IA
50
IFG Advisory
Georgia
$6.65M +$131K +4,367 +2%

FNDE Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2024, worth a combined $5.72B — up 10% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FNDE positions and 30 closed out — a net gain of 9 holders — while 124 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $54.6M. The largest seller was Charles Schwab, cutting an estimated $23.5M.

  • 322 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2024, up from 316 in Q2 2024.
  • Funds reported $5.72B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 39 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2024 and 30 closed out, a net change of +9 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2024 was Fidelity Investments, an estimated $54.6M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2024 was Charles Schwab, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2024.