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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

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: 14 → 15 (+1)

1% more capital invested

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

0% more funds holding

Funds holding: 307 → 308 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
+$73M
2
CSIA
Charles Schwab Investment Advisory
California
+$40.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17M
4
Bank of America
Bank of America
North Carolina
+$3.92M
5
Charles Schwab
Charles Schwab
California
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$90.1M
2
Jane Street
Jane Street
New York
-$65.9M
3
Morgan Stanley
Morgan Stanley
New York
-$44.8M
4
OMC
Old Mission Capital
Illinois
-$19.7M
5
MIS
Morningstar Investment Services
Illinois
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
126
Gibson Capital
Pennsylvania
$652K – – –
GFG
127
Goldstone Financial Group
Illinois
$645K +$14K +517 +2%
FFN
128
Focus Financial Network
Minnesota
$637K +$71K +2,632 +13%
MSFS
129
Main Street Financial Solutions
Pennsylvania
$613K +$596K +22,090 New
Wealthfront Advisers
130
Wealthfront Advisers
California
$612K +$68.4K +2,535 +13%
LGWM
131
Litman Gregory Wealth Management
California
$598K – – –
FCM
132
Firestone Capital Management
Florida
$587K +$20.9K +774 +4%
EWA
133
EP Wealth Advisors
California
$587K +$120K +4,447 +27%
WP
134
WMS Partners
Maryland
$568K – – –
Marshall Wace
135
Marshall Wace
United Kingdom
$567K +$551K +20,414 New
CAN
136
Cetera Advisor Networks
California
$560K -$82K -3,038 -13%
BSB
137
Bangor Savings Bank
Maine
$544K -$79.5K -2,944 -13%
IFA
138
Index Fund Advisors
California
$516K +$4.67K +173 +0.9%
Millennium Management
139
Millennium Management
New York
$511K +$497K +18,409 New
FG
140
Foster Group
Iowa
$481K +$71.8K +2,660 +18%
AF
141
Advisornet Financial
Minnesota
$481K -$22.7K -840 -5%
CA
142
Cetera Advisors
Colorado
$478K +$109K +4,032 +31%
GAA
143
Global Assets Advisory
Florida
$471K +$353K +13,089 New
AHL
144
Abel Hall LLC
Louisiana
$461K -$42.7K -1,581 -9%
SAM
145
Synergy Asset Management
Washington
$459K +$124K +4,612 +39%
CCA
146
Clarity Capital Advisors
Florida
$455K – – –
VBWMG
147
Von Berge Wealth Management Group
California
$450K – – –
NHC
148
Nicholas Hoffman & Company
Georgia
$448K +$164K +6,090 +61%
TPA
149
Trivium Point Advisory
Connecticut
$441K +$54.9K +2,034 +15%
GFP
150
Guardian Financial Partners
California
$438K +$49.9K +1,849 +13%
4 5
6
7 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.