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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
IDA
126
Intelligence Driven Advisers
California
$323K +$20.9K +656 +7%
PP
127
PrairieView Partners
Minnesota
$314K
WAS
128
Wealth Advisory Solutions
Indiana
$312K
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$311K -$15.5K -487 -5%
CG
130
Clarus Group
Texas
$298K +$58.9K +1,851 +25%
PAS
131
Park Avenue Securities
New York
$295K +$9.49K +298 +3%
CAN
132
Cetera Advisor Networks
California
$278K -$16.8K -528 -6%
MCM
133
MAI Capital Management
Ohio
$274K +$6.27K +197 +2%
BJL
134
Brighton Jones LLC
Washington
$269K -$11K -346 -4%
WWM
135
Windsor Wealth Management
Indiana
$269K
VCM
136
Versant Capital Management
Arizona
$268K -$20K -628 -7%
FVWA
137
Foster Victor Wealth Advisors
South Carolina
$266K -$1.37K -43 -0.5%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$264K -$4.19M -131,483 -94%
AL
139
ADE LLC
Maryland
$260K
BPA
140
Beacon Pointe Advisors
California
$255K -$14.8K -465 -6%
SW
141
SVB Wealth
Massachusetts
$248K
KAS
142
Kestra Advisory Services
Texas
$239K +$236K +7,405 New
MWM
143
MorganRosel Wealth Management
Colorado
$235K +$232K +7,296 New
HI
144
Hudock Inc
Pennsylvania
$229K
MG
145
Mather Group
Illinois
$222K -$30.8K -968 -12%
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$221K +$122K +3,844 +128%
EWA
147
EP Wealth Advisors
California
$219K +$216K +6,783 New
FANJ
148
Financial Architects (New Jersey)
New Jersey
$213K -$20.7K -650 -9%
FG
149
Foster Group
Iowa
$212K
FSWA
150
Financial Synergies Wealth Advisors
Texas
$211K +$669 +21 +0.3%

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.