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Schwab Fundamental Emerging Markets Large Company Index ETF

257 hedge funds and large institutions have $4.23B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 58

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 247257 (+10)

0.17% more ownership

Funds ownership: 85.85%86.02% (+0.17%)

1% less capital invested

Capital invested by funds: $4.26B → $4.23B (-$22.5M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
47
Increased
99
Reduced
58
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$832K +$127K +3,976 +17%
CFO
102
CVA Family Office
Colorado
$785K +$726K +22,716 +869%
CAN
103
Cetera Advisor Networks
California
$754K +$503K +15,719 +183%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$744K +$459K +14,359 +149%
Renaissance Technologies
105
Renaissance Technologies
New York
$722K -$780K -24,400 -51%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$694K -$67.2K -2,102 -9%
MCM
107
MAI Capital Management
Ohio
$673K +$422K +13,196 +155%
BHWM
108
Beaird Harris Wealth Management
Texas
$664K +$685K +21,419 New
SHWM
109
Silicon Hills Wealth Management
Texas
$633K -$765K -23,922 -54%
SWM
110
SeaCrest Wealth Management
New York
$618K +$40.3K +1,261 +7%
OPS
111
Orion Portfolio Solutions
Nebraska
$604K +$17.4K +545 +3%
IFA
112
Index Fund Advisors
California
$599K +$618K +19,343 New
PCM
113
Parsons Capital Management
Rhode Island
$557K -$34.8K -1,089 -6%
UCFA
114
United Capital Financial Advisors
Texas
$552K +$51.1K +1,599 +10%
HighTower Advisors
115
HighTower Advisors
Illinois
$505K +$2.65K +83 +0.5%
AP
116
Adero Partners
California
$500K -$8.02K -251 -2%
RWP
117
Revolve Wealth Partners
New Jersey
$471K +$486K +15,192 New
TAM
118
Townsend Asset Management
North Carolina
$468K +$4.92K +154 +1%
CFO
119
Collective Family Office
Pennsylvania
$451K +$465K +14,545 New
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$443K -$40K -1,251 -8%
EWA
121
EP Wealth Advisors
California
$442K +$239K +7,468 +110%
SFS
122
Solitude Financial Services
Virginia
$434K +$448K +14,001 New
Wells Fargo
123
Wells Fargo
California
$413K -$164K -5,136 -28%
BDFN
124
Bond & Devick Financial Network
Minnesota
$410K
BWM
125
Birchcreek Wealth Management
Ohio
$405K +$13.8K +432 +3%

FNDE Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2021, worth a combined $4.23B — down 0.53% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FNDE positions and 33 closed out — a net gain of 14 holders — while 99 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $24M.

  • 257 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2021, up from 247 in Q3 2021.
  • Funds reported $4.23B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 47 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2021 and 33 closed out, a net change of +14 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $109M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2021 was Fidelity Investments, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2021.