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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
PCMC
126
Private Capital Management (Colorado)
Colorado
$402K +$36.8K +1,150 +10%
LGWM
127
Litman Gregory Wealth Management
California
$373K
FAIM
128
Financial Advocates Investment Management
Washington
$369K +$8.41K +263 +2%
PCP
129
Proficio Capital Partners
Massachusetts
$353K
WW
130
Waterfront Wealth
Kansas
$348K -$2.43K -76 -0.7%
PCA
131
Personal Capital Advisors
California
$337K +$358K +11,204 New
AP
132
Appleton Partners
Massachusetts
$336K -$3.68K -115 -1%
JWM
133
Janiczek Wealth Management
Colorado
$330K
AA
134
Alesco Advisors
New York
$326K +$336K +10,507 New
Citadel Advisors
135
Citadel Advisors
Florida
$317K -$285K -8,905 -47%
PCM
136
Pennsylvania Capital Management
Pennsylvania
$313K +$323K +10,101 New
PAS
137
Park Avenue Securities
New York
$312K +$29K +906 +10%
PP
138
PrairieView Partners
Minnesota
$302K
AWM
139
Aspire Wealth Management
Massachusetts
$300K +$309K +9,674 New
VCM
140
Vivaldi Capital Management
Illinois
$297K -$18.1K -565 -6%
CG
141
Clarus Group
Texas
$285K
AL
142
ADE LLC
Maryland
$285K +$36.3K +1,135 +14%
BPA
143
Beacon Pointe Advisors
California
$279K +$35.6K +1,113 +14%
FANJ
144
Financial Architects (New Jersey)
New Jersey
$278K +$75.7K +2,367 +36%
LIA
145
LBMC Investment Advisors
Tennessee
$271K -$107K -3,359 -28%
BJL
146
Brighton Jones LLC
Washington
$269K +$10K +314 +4%
VCM
147
Versant Capital Management
Arizona
$265K +$7.83K +245 +3%
WWM
148
Windsor Wealth Management
Indiana
$260K
TIM
149
Tevis Investment Management
Texas
$259K +$266K +8,329 New
SG
150
StoneX Group
New York
$251K -$89.3K -2,794 -26%

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.