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Schwab Fundamental Emerging Markets Large Company Index ETF

259 hedge funds and large institutions have $3.88B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

1% more funds holding

Funds holding: 257259 (+2)

0.65% less ownership

Funds ownership: 86.02%85.37% (-0.65%)

8% less capital invested

Capital invested by funds: $4.23B → $3.88B (-$355M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
259
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
38
Increased
99
Reduced
70
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$3.54M -$60.8K -1,993 -3%
SI
52
Saxon Interests
Texas
$3.4M +$630K +20,641 +21%
SIM
53
Studio Investment Management
Illinois
$3.26M +$172K +5,646 +5%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.85M -$529K -17,330 -15%
BCI
55
Brinker Capital Investments
Pennsylvania
$2.72M +$283K +9,289 +11%
CCM
56
Chilton Capital Management
Texas
$2.7M +$18.7K +613 +0.7%
IA
57
IFG Advisory
Georgia
$2.68M +$515K +16,884 +22%
Mariner
58
Mariner
Kansas
$2.35M +$614K +20,128 +33%
HHRDM
59
H&H Retirement Design & Management
Nevada
$2.32M -$19.5K -638 -0.8%
BSB
60
Bangor Savings Bank
Maine
$2.22M +$171K +5,601 +8%
RTL
61
Red Tortoise LLC
Georgia
$2.16M -$732 -24 -0%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$2.13M +$648K +21,246 +41%
AL
63
Aspiriant LLC
California
$2.07M +$24.3K +798 +1%
Creative Planning
64
Creative Planning
Kansas
$2.06M +$451K +14,795 +26%
SWM
65
Sculati Wealth Management
Michigan
$2.04M +$297K +9,749 +16%
MWM
66
Madison Wealth Management
Ohio
$1.94M +$318K +10,427 +18%
CVM
67
Cheviot Value Management
California
$1.91M +$58.1K +1,905 +3%
WA
68
Waverly Advisors
Alabama
$1.82M
FCM
69
Firestone Capital Management
Florida
$1.79M -$361K -11,820 -16%
ACA
70
Ackerman Capital Advisors
Texas
$1.6M -$8.11K -266 -0.5%
Prudential Financial
71
Prudential Financial
New Jersey
$1.58M +$461K +15,117 +38%
YAL
72
Your Advocates Ltd
Texas
$1.55M +$549K +17,992 +51%
HCM
73
Hengehold Capital Management
Ohio
$1.54M
C
74
Certuity
Florida
$1.5M +$418K +13,707 +36%
EFS
75
Econ Financial Services
Pennsylvania
$1.42M +$1.5M +49,164 New

FNDE Hedge Fund Activity: Q1 2022 in Review

259 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2022, worth a combined $3.88B — down 8.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FNDE positions and 31 closed out — a net gain of 7 holders — while 99 added to existing stakes and 70 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $23.1M. The largest seller was Fidelity Investments, cutting an estimated $127M.

  • 259 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2022, up from 257 in Q4 2021.
  • Funds reported $3.88B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2022, down 8.4% quarter-over-quarter.
  • 38 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2022 and 31 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2022 was Old Mission Capital, an estimated $23.1M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2022 was Fidelity Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2022.