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Schwab Fundamental Emerging Markets Large Company Index ETF

353 hedge funds and large institutions have $5.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

99% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 73

10% more funds holding

Funds holding: 322353 (+31)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.2% less ownership

Funds ownership: 85.62%85.42% (-0.2%)

8% less capital invested

Capital invested by funds: $5.72B → $5.26B (-$464M)

Holders
353
Holders Change
+31
Holders Change %
+9.63%
% of All Funds
4.65%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
68
Increased
145
Reduced
73
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
76
Allen Capital Group
Nebraska
$2.81M -$84.8K -2,721 -3%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$2.78M +$5.14K +165 +0.2%
SM
78
Sensible Money
Arizona
$2.6M -$5.39K -173 -0.2%
TPI
79
Trust Point Inc
Wisconsin
$2.55M +$354K +11,356 +15%
JIC
80
Johnson Investment Counsel
Ohio
$2.44M +$297K +9,529 +13%
WA
81
Waverly Advisors
Alabama
$2.41M +$97.7K +3,137 +4%
SWA
82
Sax Wealth Advisors
New Jersey
$2.36M +$1.68M +54,047 +198%
MIS
83
Morningstar Investment Services
Illinois
$2.31M -$14.8M -473,762 -86%
Mariner
84
Mariner
Kansas
$2.25M -$59.8K -1,918 -2%
Renaissance Technologies
85
Renaissance Technologies
New York
$2.22M +$2.39M +76,561 New
NCM
86
Northland Capital Management
Minnesota
$2.19M -$195K -6,246 -8%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$2.14M +$1.99M +63,948 +661%
CFO
88
Collective Family Office
Pennsylvania
$2.1M -$70.3K -2,255 -3%
CIS
89
Custom Index Systems
New York
$2.04M +$73.3K +2,354 +3%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$2.02M +$187K +6,011 +9%
EWA
91
EP Wealth Advisors
California
$2.01M +$1.19M +38,102 +123%
CCMG
92
Clark Capital Management Group
Pennsylvania
$1.98M -$74.6K -2,394 -3%
SOS
93
Silver Oak Securities
Tennessee
$1.97M +$150K +4,815 +8%
Wells Fargo
94
Wells Fargo
California
$1.95M -$30.9M -992,938 -94%
EWA
95
EQ Wealth Advisors
Texas
$1.91M +$2.05M +65,720 New
VCM
96
Vivaldi Capital Management
Illinois
$1.83M +$190K +6,082 +11%
SWM
97
Sagace Wealth Management
Florida
$1.78M +$29.9K +958 +2%
RTL
98
Red Tortoise LLC
Georgia
$1.76M +$57.6K +1,849 +3%
CWP
99
Concord Wealth Partners
Virginia
$1.75M +$1.88M +60,291 New
LIM
100
Leavell Investment Management
Alabama
$1.7M +$161K +5,165 +10%

FNDE Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2024, worth a combined $5.26B — down 8.1% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FNDE positions and 30 closed out — a net gain of 38 holders — while 145 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Wells Fargo, cutting an estimated $30.9M.

  • 353 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 68 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2024 and 30 closed out, a net change of +38 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2024 was Fidelity Investments, an estimated $105M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2024 was Wells Fargo, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2024.