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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
CL
76
COWA LLC
Oklahoma
$2.32M +$302K +10,387 +15%
TPI
77
Trust Point Inc
Wisconsin
$2.21M -$1.29M -44,484 -37%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$2.2M -$227K -7,817 -10%
CFO
79
Collective Family Office
Pennsylvania
$2.17M -$138K -4,750 -6%
GWM
80
Geneos Wealth Management
Colorado
$2.14M -$58K -1,999 -3%
FA
81
FF Advisors
California
$1.99M -$42K -1,445 -2%
Mariner
82
Mariner
Kansas
$1.96M -$61.7K -2,125 -3%
SL
83
Systelligence LLC
Minnesota
$1.93M -$14.3K -491 -0.7%
HighTower Advisors
84
HighTower Advisors
Illinois
$1.85M +$660K +22,716 +57%
RTL
85
Red Tortoise LLC
Georgia
$1.73M
CIS
86
Custom Index Systems
New York
$1.7M +$464K +15,962 +38%
VCM
87
Vivaldi Capital Management
Illinois
$1.7M -$36.5K -1,258 -2%
CFGA
88
Cambridge Financial Group (Arizona)
Arizona
$1.63M -$137K -4,718 -8%
CCMG
89
Clark Capital Management Group
Pennsylvania
$1.57M -$314K -10,822 -17%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.56M +$1.53M +52,719 New
ACA
91
Ackerman Capital Advisors
Texas
$1.5M
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.47M +$68.5K +2,358 +5%
SWM
93
Sagace Wealth Management
Florida
$1.46M +$1.43M +49,213 New
OAM
94
Occidental Asset Management
California
$1.45M +$69.6K +2,398 +5%
Stifel Financial
95
Stifel Financial
Missouri
$1.44M +$140K +4,824 +11%
AWM
96
Aspire Wealth Management
Massachusetts
$1.43M +$108K +3,720 +8%
HAC
97
Harbor Advisory Corp
New Hampshire
$1.43M
CFA
98
Cahill Financial Advisors
Minnesota
$1.38M
LIM
99
Leavell Investment Management
Alabama
$1.35M +$94.1K +3,240 +8%
WFA
100
Wade Financial Advisory
California
$1.34M -$113K -3,892 -8%

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.