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Schwab Fundamental Emerging Markets Large Company Index ETF

353 hedge funds and large institutions have $5.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

99% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 73

10% more funds holding

Funds holding: 322353 (+31)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.2% less ownership

Funds ownership: 85.62%85.42% (-0.2%)

8% less capital invested

Capital invested by funds: $5.72B → $5.26B (-$464M)

Holders
353
Holders Change
+31
Holders Change %
+9.63%
% of All Funds
4.65%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
68
Increased
145
Reduced
73
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
126
Austin Private Wealth
Texas
$984K -$10.3K -329 -1%
JCIA
127
Jackson Creek Investment Advisors
Colorado
$942K +$4.74K +152 +0.5%
AV
128
Aspiring Ventures
Ohio
$924K +$994K +31,906 New
CIC
129
Cutler Investment Counsel
Oregon
$871K +$36.2K +1,162 +4%
CIA
130
Cape Investment Advisory
Georgia
$833K +$2.43K +78 +0.3%
Comerica Bank
131
Comerica Bank
Texas
$831K +$601K +19,275 +206%
FWM
132
Forza Wealth Management
Florida
$805K
FFA
133
Fragasso Financial Advisors
Pennsylvania
$746K -$10.6K -340 -1%
GC
134
Gibson Capital
Pennsylvania
$730K
BGAI
135
Bruce G. Allen Investments
Colorado
$730K -$608K -19,525 -44%
LA
136
Legacy Advisors
Pennsylvania
$683K
GFP
137
Guardian Financial Partners
California
$668K +$101K +3,247 +16%
TPA
138
Trivium Point Advisory
Connecticut
$653K +$28.9K +929 +4%
LF
139
Lee Financial
Texas
$651K +$61.4K +1,971 +10%
FFN
140
Focus Financial Network
Minnesota
$645K -$23.7K -762 -3%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$639K +$685K +21,980 New
QCM
142
Quantinno Capital Management
New York
$637K +$321K +10,312 +89%
RWA
143
Redhawk Wealth Advisors
Minnesota
$624K +$669K +21,472 New
CP
144
Creekside Partners
California
$619K +$15.2K +488 +2%
LGWM
145
Litman Gregory Wealth Management
California
$603K -$2.12K -68 -0.3%
VBWMG
146
Von Berge Wealth Management Group
California
$592K +$23.5K +754 +4%
RWM
147
Riverchase Wealth Management
Texas
$592K +$635K +20,374 New
FCM
148
Firestone Capital Management
Florida
$591K -$7.35K -236 -1%
BC
149
Brio Consultants
California
$578K +$145K +4,666 +31%
IFA
150
Index Fund Advisors
California
$559K +$14.8K +475 +3%

FNDE Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2024, worth a combined $5.26B — down 8.1% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FNDE positions and 30 closed out — a net gain of 38 holders — while 145 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Wells Fargo, cutting an estimated $30.9M.

  • 353 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 68 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2024 and 30 closed out, a net change of +38 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2024 was Fidelity Investments, an estimated $105M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2024 was Wells Fargo, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2024.