We are live on ! Find out more
FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

322 hedge funds and large institutions have $5.72B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 96

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

10% more capital invested

Capital invested by funds: $5.18B → $5.72B (+$542M)

2% more funds holding

Funds holding: 316322 (+6)

1.52% less ownership

Funds ownership: 87.14%85.62% (-1.5%)

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
39
Increased
124
Reduced
96
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
126
Y-Intercept (HK)
Hong Kong
$799K +$740K +24,763 New
SAM
127
Synergy Asset Management
Washington
$777K +$127K +4,239 +21%
LA
128
Legacy Advisors
Pennsylvania
$758K +$702K +23,500 New
FFN
129
Focus Financial Network
Minnesota
$741K -$44.2K -1,480 -6%
Corient Private Wealth
130
Corient Private Wealth
Florida
$720K +$150K +5,002 +29%
LGWM
131
Litman Gregory Wealth Management
California
$672K -$13.4K -448 -2%
CP
132
Creekside Partners
California
$672K +$4K +134 +0.6%
FCM
133
Firestone Capital Management
Florida
$664K -$16.3K -546 -3%
TPA
134
Trivium Point Advisory
Connecticut
$662K +$112K +3,762 +21%
LF
135
Lee Financial
Texas
$660K +$53.8K +1,799 +10%
GFP
136
Guardian Financial Partners
California
$637K +$67.9K +2,273 +13%
PCMC
137
Private Capital Management (Colorado)
Colorado
$621K -$114K -3,802 -16%
VBFG
138
Vishria Bird Financial Group
Tennessee
$612K +$567K +18,955 New
IFA
139
Index Fund Advisors
California
$606K +$6.93K +232 +1%
VBWMG
140
Von Berge Wealth Management Group
California
$602K +$68.2K +2,281 +14%
AF
141
Advisornet Financial
Minnesota
$566K +$149 +5 +0%
BSB
142
Bangor Savings Bank
Maine
$566K -$28K -938 -5%
Prudential Financial
143
Prudential Financial
New Jersey
$566K +$223K +7,450 +74%
FG
144
Foster Group
Iowa
$564K +$4.04K +135 +0.8%
CCA
145
Clarity Capital Advisors
Florida
$533K +$3.83K +128 +0.8%
HFS
146
HBC Financial Services
Washington
$516K +$369K +12,329 +205%
AHL
147
Abel Hall LLC
Louisiana
$499K -$33.4K -1,118 -7%
BC
148
Brio Consultants
California
$491K -$133K -4,442 -23%
MWM
149
MorganRosel Wealth Management
Colorado
$481K +$14.7K +492 +3%
IWM
150
IHT Wealth Management
Illinois
$480K +$158K +5,274 +55%

FNDE Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2024, worth a combined $5.72B — up 10% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FNDE positions and 30 closed out — a net gain of 9 holders — while 124 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $54.6M. The largest seller was Charles Schwab, cutting an estimated $23.5M.

  • 322 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2024, up from 316 in Q2 2024.
  • Funds reported $5.72B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 39 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2024 and 30 closed out, a net change of +9 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2024 was Fidelity Investments, an estimated $54.6M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2024 was Charles Schwab, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2024.