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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

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: 14 → 15 (+1)

1% more capital invested

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

0% more funds holding

Funds holding: 307 → 308 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
+$73M
2
CSIA
Charles Schwab Investment Advisory
California
+$40.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17M
4
Bank of America
Bank of America
North Carolina
+$3.92M
5
Charles Schwab
Charles Schwab
California
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$90.1M
2
Jane Street
Jane Street
New York
-$65.9M
3
Morgan Stanley
Morgan Stanley
New York
-$44.8M
4
OMC
Old Mission Capital
Illinois
-$19.7M
5
MIS
Morningstar Investment Services
Illinois
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$5.29M -$403K -14,936 -7%
SWM
52
Sculati Wealth Management
Michigan
$5.19M +$380K +14,091 +8%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$5.06M -$686K -25,403 -12%
LPL Financial
54
LPL Financial
California
$4.79M +$126K +4,655 +3%
KTM
55
Keeler Thomas Management
Utah
$4.63M +$1.17M +43,500 +35%
Jane Street
56
Jane Street
New York
$4.42M -$65.9M -2,441,675 -94%
WFL
57
Wealth Forward LLC
North Dakota
$4.34M +$168K +6,235 +4%
ECG
58
Edge Capital Group
Georgia
$4.18M – – –
FTUS
59
Flow Traders U.S.
New York
$4.11M +$2M +74,107 +100%
EL
60
Essex LLC
Illinois
$3.93M +$91.9K +3,405 +2%
PS
61
Principal Securities
Iowa
$3.59M +$292K +10,809 +9%
EWM
62
Empirical Wealth Management
Washington
$3.57M +$22.8K +846 +0.7%
CVM
63
Cheviot Value Management
California
$3.56M +$24.6K +913 +0.7%
TPI
64
Trust Point Inc
Wisconsin
$3.31M +$284K +10,535 +10%
Creative Planning
65
Creative Planning
Kansas
$3.22M +$292K +10,833 +10%
OMC
66
Old Mission Capital
Illinois
$3.17M -$19.7M -728,636 -86%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$3.1M -$89.9K -3,329 -3%
MCM
68
MAI Capital Management
Ohio
$2.96M +$2.87M +106,457 New
AOWM
69
Alpha Omega Wealth Management
Virginia
$2.9M +$183K +6,793 +7%
MML Investors Services
70
MML Investors Services
Massachusetts
$2.76M +$1.63M +60,443 +155%
ACG
71
Allen Capital Group
Nebraska
$2.71M +$103K +3,834 +4%
CIA
72
Concurrent Investment Advisors
Florida
$2.67M -$18.1K -669 -0.7%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$2.66M +$705K +26,102 +37%
AWM
74
Apollon Wealth Management
South Carolina
$2.6M +$351K +13,009 +16%
SM
75
Sensible Money
Arizona
$2.54M +$2.81K +104 +0.1%
1 2
3
4 5

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.