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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
HighTower Advisors
76
HighTower Advisors
Illinois
$2.76M +$695K +23,250 +37%
NCM
77
Northland Capital Management
Minnesota
$2.63M +$51.5K +1,722 +2%
WA
78
Waverly Advisors
Alabama
$2.58M -$67.4K -2,254 -3%
Mariner
79
Mariner
Kansas
$2.56M +$398K +13,329 +20%
TPI
80
Trust Point Inc
Wisconsin
$2.46M +$52.9K +1,770 +2%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$2.43M -$4.43M -148,073 -66%
CFO
82
Collective Family Office
Pennsylvania
$2.4M +$29.1K +975 +1%
JIC
83
Johnson Investment Counsel
Ohio
$2.4M +$1.37M +45,728 +159%
CCMG
84
Clark Capital Management Group
Pennsylvania
$2.27M +$513K +17,157 +32%
CIS
85
Custom Index Systems
New York
$2.18M +$305K +10,206 +18%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$2.05M -$322K -10,776 -14%
SOS
87
Silver Oak Securities
Tennessee
$2.05M +$723K +24,189 +63%
SWM
88
Sagace Wealth Management
Florida
$1.96M +$331K +11,073 +23%
FA
89
FF Advisors
California
$1.91M -$252K -8,425 -13%
RTL
90
Red Tortoise LLC
Georgia
$1.9M +$12K +401 +0.7%
VCM
91
Vivaldi Capital Management
Illinois
$1.81M -$35K -1,172 -2%
CFGA
92
Cambridge Financial Group (Arizona)
Arizona
$1.76M -$13.7K -458 -0.8%
LIM
93
Leavell Investment Management
Alabama
$1.72M +$240K +8,030 +18%
Stifel Financial
94
Stifel Financial
Missouri
$1.63M +$54.7K +1,829 +4%
OAM
95
Occidental Asset Management
California
$1.59M +$8.43K +282 +0.6%
HAC
96
Harbor Advisory Corp
New Hampshire
$1.56M
AWM
97
Aspire Wealth Management
Massachusetts
$1.56M -$4.96K -166 -0.3%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$1.54M +$487K +16,293 +52%
CFA
99
Cahill Financial Advisors
Minnesota
$1.51M +$4.57K +153 +0.3%
GFG
100
Goldstone Financial Group
Illinois
$1.51M +$191K +6,398 +16%

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.