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Schwab Fundamental Emerging Markets Large Company Index ETF

316 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $4.85B → $5.18B (+$329M)

3% more funds holding

Funds holding: 308316 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

0.42% more ownership

Funds ownership: 86.72%87.14% (+0.42%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
97
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
101
Hengehold Capital Management
Ohio
$1.34M -$17.4K -598 -1%
BGAI
102
Bruce G. Allen Investments
Colorado
$1.32M -$3.77K -130 -0.3%
KFS
103
Kaizen Financial Strategies
California
$1.3M +$17.6K +605 +1%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$1.29M +$628K +21,642 +98%
Cerity Partners
105
Cerity Partners
New York
$1.28M +$962K +33,134 +327%
GFG
106
Goldstone Financial Group
Illinois
$1.19M +$497K +17,120 +74%
FNC
107
First National Corp
Massachusetts
$1.16M +$4.04K +139 +0.4%
GCP
108
GSA Capital Partners
United Kingdom
$1.15M -$17.3K -596 -2%
SOS
109
Silver Oak Securities
Tennessee
$1.14M +$13.7K +473 +1%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$1.07M +$758K +26,097 +268%
APW
111
Austin Private Wealth
Texas
$1.03M -$4.09K -141 -0.4%
JCIA
112
Jackson Creek Investment Advisors
Colorado
$1M -$3.08K -106 -0.3%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$991K +$142K +4,882 +17%
BPA
114
Beacon Pointe Advisors
California
$988K -$18.6K -641 -2%
Betterment LLC
115
Betterment LLC
New York
$986K +$78.3K +2,696 +9%
OCG
116
Opus Capital Group
Ohio
$985K +$1.02K +35 +0.1%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$930K -$1.87M -64,433 -67%
CIC
118
Cutler Investment Counsel
Oregon
$883K +$30K +1,032 +4%
FFA
119
Fragasso Financial Advisors
Pennsylvania
$878K -$191K -6,580 -18%
JIC
120
Johnson Investment Counsel
Ohio
$849K -$13.1K -452 -2%
CIA
121
Cape Investment Advisory
Georgia
$839K +$12.6K +435 +2%
FWM
122
Forza Wealth Management
Florida
$820K
JP Morgan Chase
123
JP Morgan Chase
New York
$798K -$3.08K -106 -0.4%
FFN
124
Focus Financial Network
Minnesota
$736K +$34.1K +1,174 +5%
NA
125
NewEdge Advisors
Louisiana
$698K +$665K +22,889 +3,261%

FNDE Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2024, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FNDE positions and 40 closed out — a net gain of 12 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.6B. The largest seller was SageView Advisory Group, cutting an estimated $78.7M.

  • 316 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2024, up from 308 in Q1 2024.
  • Funds reported $5.18B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 52 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2024 and 40 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.6B added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2024.