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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
VNA
151
Valley National Advisers
Pennsylvania
$209K -$1.78K -56 -0.9%
OFG
152
Oxford Financial Group
Indiana
$197K
IA
153
IFP Advisors
Florida
$188K +$157K +4,922 +574%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$178K +$176K +5,515 New
SWM
155
Spire Wealth Management
Virginia
$143K -$82.5K -2,591 -37%
BAM
156
Belpointe Asset Management
Nevada
$136K
GI
157
Gradient Investments
Minnesota
$112K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$109K -$5.06K -159 -4%
APA
159
American Portfolios Advisors
New York
$107K -$6.27K -197 -6%
TFS
160
TrustCore Financial Services
Tennessee
$107K +$3.09K +97 +3%
HI
161
Harbour Investments
Wisconsin
$105K +$8.63K +271 +9%
US Bancorp
162
US Bancorp
Minnesota
$96K +$9.17K +288 +11%
GRP
163
Global Retirement Partners
California
$65K
First Manhattan
164
First Manhattan
New York
$64K
CFO
165
CVA Family Office
Colorado
$62K -$101K -3,157 -55%
CAL
166
Capital Analysts LLC
Pennsylvania
$60K +$21.7K +681 +58%
JP Morgan Chase
167
JP Morgan Chase
New York
$56K +$10K +315 +22%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$55K +$40.9K +1,285 +304%
DOA
169
D'Orazio & Associates
Virginia
$42K +$41.9K +1,317 New
MA
170
MUFG Americas
New York
$40K +$39.1K +1,227 New
BW
171
Bison Wealth
Georgia
$37K +$1.08K +34 +3%
BlackRock
172
BlackRock
New York
$36K -$7.64K -240 -18%
VCM
173
Vigilant Capital Management
Maine
$36K
AF
174
Advisornet Financial
Minnesota
$36K +$478 +15 +1%
WQ
175
Wealth Quarterback
New Jersey
$35K +$35.7K +1,122 New

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.