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Schwab Fundamental Emerging Markets Large Company Index ETF

308 hedge funds and large institutions have $4.85B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $4.81B → $4.85B (+$39.3M)

0% more funds holding

Funds holding: 307308 (+1)

0.46% less ownership

Funds ownership: 87.18%86.72% (-0.46%)

Holders
308
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.44%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
44
Increased
108
Reduced
88
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
101
Kaizen Financial Strategies
California
$1.23M +$26.8K +993 +2%
Stifel Financial
102
Stifel Financial
Missouri
$1.22M -$6.98M -258,389 -85%
LIM
103
Leavell Investment Management
Alabama
$1.17M +$83.5K +3,095 +8%
Citadel Advisors
104
Citadel Advisors
Florida
$1.16M -$90.1M -3,338,940 -99%
CIS
105
Custom Index Systems
New York
$1.15M -$815K -30,193 -42%
HighTower Advisors
106
HighTower Advisors
Illinois
$1.11M -$148K -5,467 -12%
GCP
107
GSA Capital Partners
United Kingdom
$1.09M -$683K -25,305 -39%
FNC
108
First National Corp
Massachusetts
$1.06M
SOS
109
Silver Oak Securities
Tennessee
$1.06M +$76.8K +2,846 +8%
FFA
110
Fragasso Financial Advisors
Pennsylvania
$1.01M -$109K -4,023 -10%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$979K -$80.7K -2,989 -8%
APW
112
Austin Private Wealth
Texas
$978K +$2.08K +77 +0.2%
AA
113
AlphaQ Advisors
Florida
$957K -$173K -6,397 -16%
BPA
114
Beacon Pointe Advisors
California
$946K -$74.4K -2,757 -7%
JCIA
115
Jackson Creek Investment Advisors
Colorado
$942K -$62.9K -2,330 -6%
OCG
116
Opus Capital Group
Ohio
$924K -$14.8K -550 -2%
Betterment LLC
117
Betterment LLC
New York
$851K +$97.2K +3,602 +13%
JIC
118
Johnson Investment Counsel
Ohio
$810K +$787K +29,172 New
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$795K -$770K -28,509 -50%
CIC
120
Cutler Investment Counsel
Oregon
$794K +$91.9K +3,403 +14%
CIA
121
Cape Investment Advisory
Georgia
$776K +$95.6K +3,543 +15%
FWM
122
Forza Wealth Management
Florida
$769K
Corient Private Wealth
123
Corient Private Wealth
Florida
$767K +$314K +11,625 +73%
JP Morgan Chase
124
JP Morgan Chase
New York
$752K -$58.8K -2,177 -7%
PCMC
125
Private Capital Management (Colorado)
Colorado
$677K -$55.5K -2,057 -8%

FNDE Hedge Fund Activity: Q1 2024 in Review

308 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2024, worth a combined $4.85B — up 0.82% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FNDE positions and 37 closed out — a net gain of 7 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $73M. The largest seller was Citadel Advisors, cutting an estimated $90.1M.

  • 308 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $4.85B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2024, up 0.82% quarter-over-quarter.
  • 44 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2024 and 37 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $73M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2024 was Citadel Advisors, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2024.