Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
184 hedge funds and large institutions have $2.21B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 11 closing their positions.
309% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 11
92% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 37
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
20% more funds holding
Funds holding: 153 → 184 (+31)
19% more capital invested
Capital invested by funds: $1.86B → $2.21B (+$358M)
0.45% more ownership
Funds ownership: 74.44% → 74.89% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$57M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$50.8M |
| 3 |
LF
Lee Financial
Dallas,
Texas
|
+$15.1M |
| 4 |
Jane Street
New York
|
+$7.76M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$6.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$10.3M |
| 2 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$8.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.36M |
FNDE Hedge Fund Activity: Q4 2019 in Review
184 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2019, worth a combined $2.21B — up 19% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FNDE positions and 11 closed out — a net gain of 34 holders — while 71 added to existing stakes and 37 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $57M. The largest seller was Morningstar Investment Services, cutting an estimated $10.3M.
- 184 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2019, up from 153 in Q3 2019.
- Funds reported $2.21B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2019, up 19% quarter-over-quarter.
- 45 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2019 and 11 closed out, a net change of +34 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2019 was Migdal Insurance & Financial Holdings, an estimated $57M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2019 was Morningstar Investment Services, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2019.