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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
Citigroup
76
Citigroup
New York
$41K
GRP
77
Global Retirement Partners
California
$34K +$32.5K +1,037 +2,412%
AA
78
Advisory Alpha
Michigan
$32K
TIM
79
Tortoise Investment Management
New York
$32K
CMBA
80
C.M. Bidwell & Associates
Hawaii
$31K
VCM
81
Versant Capital Management
Arizona
$27K +$27.6K +882 New
BlackRock
82
BlackRock
New York
$23K -$752 -24 -3%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$20K +$6.42K +205 +47%
IA
84
IFP Advisors
Florida
$19K
CPIG
85
Chicago Partners Investment Group
Illinois
$14K
FGAM
86
Financial Gravity Asset Management
Texas
$14K +$14.3K +456 New
FGC
87
Financial Gravity Companies
Texas
$14K +$14.3K +456 New
PO
88
Private Ocean
California
$12K
PWM
89
Perigon Wealth Management
California
$11K -$6.26K -200 -36%
SWM
90
SeaCrest Wealth Management
New York
$10K
WC
91
Whitney & Co
New York
$10K +$9.96K +318 New
ML
92
McAdam LLC
Pennsylvania
$8K +$8.2K +262 New
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$7K +$7.36K +235 New
SFM
94
Signet Financial Management
New Jersey
$7K +$7.39K +236 New
KFA
95
Kabarec Financial Advisors
Illinois
$4K +$3.66K +117 New
APP
96
Avantax Planning Partners
Iowa
$3K +$2.76K +88 New
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$3K +$2.82K +90 +4,500%
VCM
98
Virtue Capital Management
Tennessee
$2K +$1.57K +50 New
SEI Investments
99
SEI Investments
Pennsylvania
$2K +$1.82K +58 New
DWM
100
Destination Wealth Management
California
$1K +$971 +31 New

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.