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Schwab Fundamental Emerging Markets Large Company Index ETF

316 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $4.85B → $5.18B (+$329M)

3% more funds holding

Funds holding: 308316 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

0.42% more ownership

Funds ownership: 86.72%87.14% (+0.42%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
97
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFG Advisory
Georgia
$5.96M +$1.54K +53 +0%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$5.85M +$450K +15,492 +8%
KTM
53
Keeler Thomas Management
Utah
$5.32M +$384K +13,218 +8%
BCI
54
Brinker Capital Investments
Pennsylvania
$5.04M -$581K -19,995 -10%
OPS
55
Orion Portfolio Solutions
Nebraska
$5.04M -$581K -19,995 -10%
ECG
56
Edge Capital Group
Georgia
$4.63M +$181K +6,225 +4%
WFL
57
Wealth Forward LLC
North Dakota
$4.62M -$726 -25 -0%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$4.55M -$1.25M -42,984 -22%
EL
59
Essex LLC
Illinois
$4.28M +$96.9K +3,337 +2%
CVM
60
Cheviot Value Management
California
$3.69M -$96.8K -3,335 -3%
CIA
61
Concurrent Investment Advisors
Florida
$3.6M +$737K +25,378 +26%
EWM
62
Empirical Wealth Management
Washington
$3.54M -$255K -8,769 -7%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$3.48M +$1.75M +60,126 +108%
AWM
64
Apollon Wealth Management
South Carolina
$3.34M +$559K +19,264 +21%
Creative Planning
65
Creative Planning
Kansas
$3.33M -$94.3K -3,248 -3%
VW
66
Veridan Wealth
Oregon
$3.23M +$2.84M +97,759 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$3.16M -$142K -4,887 -4%
AOWM
68
Alpha Omega Wealth Management
Virginia
$3.14M +$51.3K +1,767 +2%
MCM
69
MAI Capital Management
Ohio
$3.13M -$21.6K -745 -0.7%
ACG
70
Allen Capital Group
Nebraska
$2.95M +$65K +2,240 +2%
MML Investors Services
71
MML Investors Services
Massachusetts
$2.88M -$57.1K -1,966 -2%
SM
72
Sensible Money
Arizona
$2.66M -$41K -1,412 -2%
WA
73
Waverly Advisors
Alabama
$2.43M +$545K +18,783 +30%
NCM
74
Northland Capital Management
Minnesota
$2.36M +$85.1K +2,932 +4%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$2.35M +$516K +17,783 +29%

FNDE Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2024, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FNDE positions and 40 closed out — a net gain of 12 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.6B. The largest seller was SageView Advisory Group, cutting an estimated $78.7M.

  • 316 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2024, up from 308 in Q1 2024.
  • Funds reported $5.18B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 52 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2024 and 40 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.6B added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2024.