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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
KTM
51
Keeler Thomas Management
Utah
$6.28M +$445K +14,883 +8%
JP Morgan Chase
52
JP Morgan Chase
New York
$6.15M +$4.89M +163,597 +607%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$6.12M -$251K -8,382 -4%
WFL
54
Wealth Forward LLC
North Dakota
$5.96M +$856K +28,625 +18%
BCI
55
Brinker Capital Investments
Pennsylvania
$5.25M -$240K -8,042 -5%
OPS
56
Orion Portfolio Solutions
Nebraska
$5.25M -$240K -8,042 -5%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5.15M +$167K +5,575 +4%
ECG
58
Edge Capital Group
Georgia
$5.07M +$10.5K +350 +0.2%
SA
59
Sanctuary Advisors
Indiana
$4.99M +$4.87M +162,979 New
EL
60
Essex LLC
Illinois
$4.8M +$118K +3,933 +3%
CL
61
COWA LLC
Oklahoma
$4.25M +$1.59M +53,189 +68%
Citadel Advisors
62
Citadel Advisors
Florida
$4.09M +$3.79M +126,674 New
Creative Planning
63
Creative Planning
Kansas
$4.04M +$371K +12,403 +11%
CIA
64
Concurrent Investment Advisors
Florida
$4.01M +$82.2K +2,750 +2%
AWM
65
Apollon Wealth Management
South Carolina
$3.86M +$200K +6,706 +6%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$3.72M +$255K +8,517 +8%
EWM
67
Empirical Wealth Management
Washington
$3.69M -$163K -5,453 -5%
MFG
68
Merit Financial Group
Georgia
$3.55M +$3.29M +109,957 New
CVM
69
Cheviot Value Management
California
$3.5M -$487K -16,294 -13%
AOWM
70
Alpha Omega Wealth Management
Virginia
$3.47M +$40.7K +1,363 +1%
MCM
71
MAI Capital Management
Ohio
$3.42M +$12.6K +421 +0.4%
ACG
72
Allen Capital Group
Nebraska
$3.21M -$4.27K -143 -0.1%
MML Investors Services
73
MML Investors Services
Massachusetts
$3.14M -$8.67K -290 -0.3%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$3.09M +$483K +16,153 +20%
SM
75
Sensible Money
Arizona
$2.89M -$8.91K -298 -0.3%

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.