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Schwab Fundamental Emerging Markets Large Company Index ETF

247 hedge funds and large institutions have $4.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

62% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 58

10% more funds holding

Funds holding: 225247 (+22)

4% more capital invested

Capital invested by funds: $4.1B → $4.26B (+$156M)

0.67% less ownership

Funds ownership: 86.52%85.85% (-0.67%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
247
Holders Change
+22
Holders Change %
+9.78%
% of All Funds
4.32%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
41
Increased
94
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$602K +$595K +18,692 New
Wells Fargo
102
Wells Fargo
California
$595K -$129K -4,040 -18%
C
103
Certuity
Florida
$582K +$575K +18,050 New
OC
104
Oarsman Capital
Wisconsin
$566K +$47K +1,475 +9%
AP
105
Adero Partners
California
$528K +$2.32K +73 +0.4%
UCFA
106
United Capital Financial Advisors
Texas
$522K +$166K +5,206 +47%
HighTower Advisors
107
HighTower Advisors
Illinois
$522K +$181K +5,691 +54%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$501K +$64.7K +2,032 +15%
TAM
109
Townsend Asset Management
North Carolina
$482K +$4.14K +130 +0.9%
HF
110
HRT Financial
New York
$479K +$474K +14,889 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$475K +$469K +14,743 New
Jane Street
112
Jane Street
New York
$465K -$13.1M -412,308 -97%
BDFN
113
Bond & Devick Financial Network
Minnesota
$426K
PA
114
Parallel Advisors
California
$422K -$150K -4,719 -26%
BWM
115
Birchcreek Wealth Management
Ohio
$407K +$137K +4,317 +52%
LGWM
116
Litman Gregory Wealth Management
California
$388K +$371K +11,658 +2,997%
PCMC
117
Private Capital Management (Colorado)
Colorado
$381K -$5.03K -158 -1%
FAIM
118
Financial Advocates Investment Management
Washington
$375K -$8.02K -252 -2%
PCP
119
Proficio Capital Partners
Massachusetts
$367K +$363K +11,400 New
WW
120
Waterfront Wealth
Kansas
$364K +$2.42K +76 +0.7%
HCIA
121
Hochman Cole Investment Advisors
Illinois
$362K
AP
122
Appleton Partners
Massachusetts
$354K +$28.1K +882 +9%
SG
123
StoneX Group
New York
$351K +$36.4K +1,142 +12%
JWM
124
Janiczek Wealth Management
Colorado
$344K
VCM
125
Vivaldi Capital Management
Illinois
$328K -$1.91K -60 -0.6%

FNDE Hedge Fund Activity: Q3 2021 in Review

247 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2021, worth a combined $4.26B — up 3.8% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNDE positions and 16 closed out — a net gain of 25 holders — while 94 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $110M. The largest seller was Brinker Capital Investments, cutting an estimated $16.8M.

  • 247 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $4.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2021 and 16 closed out, a net change of +25 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $110M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2021.