We are live on ! Find out more
FNDE icon

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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$245K -$9.46K -296 -4%
VCM
152
Vigilant Capital Management
Maine
$238K +$210K +6,562 +589%
IDA
153
Intelligence Driven Advisers
California
$226K -$87.9K -2,748 -28%
MWM
154
MorganRosel Wealth Management
Colorado
$226K
BTIM
155
BancFirst Trust & Investment Management
Oklahoma
$224K +$231K +7,233 New
FRA
156
Frank Rimerman Advisors
California
$219K +$226K +7,075 New
SW
157
SVB Wealth
Massachusetts
$216K -$24K -750 -10%
MG
158
Mather Group
Illinois
$216K +$2.65K +83 +1%
FG
159
Foster Group
Iowa
$211K +$7.83K +245 +4%
AWM
160
AE Wealth Management
Kansas
$203K +$209K +6,543 New
HI
161
Hudock Inc
Pennsylvania
$191K -$30.4K -950 -13%
OFG
162
Oxford Financial Group
Indiana
$189K
VNA
163
Valley National Advisers
Pennsylvania
$182K -$19.2K -601 -9%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$163K +$59.9K +1,874 +55%
PA
165
Parallel Advisors
California
$161K -$253K -7,917 -60%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$157K -$13.9K -436 -8%
SWM
167
Spire Wealth Management
Virginia
$144K +$6.71K +210 +5%
BAM
168
Belpointe Asset Management
Nevada
$131K
RK
169
Rather & Kittrell
Tennessee
$130K +$135K +4,225 New
GI
170
Gradient Investments
Minnesota
$108K
APA
171
American Portfolios Advisors
New York
$103K +$64 +2 +0.1%
TFS
172
TrustCore Financial Services
Tennessee
$103K
US Bancorp
173
US Bancorp
Minnesota
$92K
MFC
174
Morris Financial Concepts
South Carolina
$80K +$82.8K +2,591 New
GLLW
175
Graves Light Lenhart Wealth
Virginia
$71K +$73K +2,282 New

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.