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Schwab Fundamental Emerging Markets Large Company Index ETF

106 hedge funds and large institutions have $1.61B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

110% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 21

25% more funds holding

Funds holding: 85106 (+21)

18% more capital invested

Capital invested by funds: $1.36B → $1.61B (+$244M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.22% less ownership

Funds ownership: 72.65%72.43% (-0.22%)

Holders
106
Holders Change
+21
Holders Change %
+24.71%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
44
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$308K -$2.82K -90 -0.9%
VF
52
Virtu Financial
New York
$306K +$307K +9,804 New
TFO
53
Tarbox Family Office
California
$302K
MIH
54
Madison Investment Holdings
Wisconsin
$294K +$55.5K +1,771 +23%
CAN
55
Cetera Advisor Networks
California
$292K +$295K +9,429 New
WPP
56
Whalerock Point Partners
Rhode Island
$281K -$47K -1,500 -14%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$281K +$45.2K +1,442 +19%
Wells Fargo
58
Wells Fargo
California
$276K +$247K +7,885 +829%
M&T Bank
59
M&T Bank
New York
$264K
W
60
Wealthfront
California
$249K -$6.29K -201 -2%
AL
61
Aspiriant LLC
California
$224K +$225K +7,173 New
PAG
62
Private Advisor Group
New Jersey
$201K +$202K +6,439 New
ASN
63
Advisory Services Network
Georgia
$183K +$79.2K +2,529 +76%
PAI
64
Pittenger & Anderson Inc
Nebraska
$160K +$7.14K +228 +5%
AG
65
Advisor Group
Arizona
$133K -$6.83K -218 -5%
1IA
66
1834 Investment Advisors
Wisconsin
$127K +$63 +2 +0%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$118K +$52.4K +1,673 +79%
APA
68
American Portfolios Advisors
New York
$84.8K +$41K +1,309 +93%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80K +$79.9K +2,553 New
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$75.5K +2,410 New
EWM
71
Edge Wealth Management
New York
$68K +$66.7K +2,130 +6,086%
US Bancorp
72
US Bancorp
Minnesota
$66K +$32.9K +1,050 +98%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$61K -$638K -20,389 -91%
PFA
74
Pathway Financial Advisors
Vermont
$56K -$8.89K -284 -14%
AWA
75
Acorn Wealth Advisors
Michigan
$48K +$2.88K +92 +6%

FNDE Hedge Fund Activity: Q1 2018 in Review

106 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2018, worth a combined $1.61B — up 18% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FNDE positions and 6 closed out — a net gain of 21 holders — while 44 added to existing stakes and 21 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $114M. The largest seller was Ackerman Capital Advisors, cutting an estimated $8.12M.

  • 106 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2018, up from 85 in Q4 2017.
  • Funds reported $1.61B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2018, up 18% quarter-over-quarter.
  • 27 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2018 and 6 closed out, a net change of +21 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $114M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2018 was Ackerman Capital Advisors, an estimated $8.12M sold.

Based on aggregated 13F filings for Q1 2018.