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Schwab Fundamental Emerging Markets Large Company Index ETF

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: 1415 (+1)

1% more capital invested

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

0% more funds holding

Funds holding: 307308 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RW
151
REDW Wealth
New Mexico
$422K
Squarepoint
152
Squarepoint
New York
$407K +$395K +14,646 New
BC
153
Brio Consultants
California
$406K +$22.6K +839 +6%
AP
154
Appleton Partners
Massachusetts
$405K +$159K +5,875 +67%
SI
155
Saxon Interests
Texas
$404K -$179K -6,638 -31%
LF
156
Lee Financial
Texas
$396K +$212K +7,868 +123%
MWM
157
MorganRosel Wealth Management
Colorado
$383K +$33.3K +1,232 +10%
SA
158
SpiderRock Advisors
Delaware
$372K +$365K +13,510 New
BDFN
159
Bond & Devick Financial Network
Minnesota
$367K
OC
160
Oarsman Capital
Wisconsin
$364K +$8.21K +304 +2%
WPC
161
Wedmont Private Capital
Pennsylvania
$356K +$17.6K +651 +5%
RWP
162
Revolve Wealth Partners
New Jersey
$346K +$5.1K +189 +2%
TWP
163
Tempus Wealth Planning
California
$336K +$17.1K +633 +6%
HIP
164
HUB Investment Partners
Texas
$328K +$319K +11,807 New
PCP
165
Proficio Capital Partners
Massachusetts
$316K
JWM
166
Janiczek Wealth Management
Colorado
$306K
GF
167
Goodman Financial
Texas
$292K +$284K +10,520 New
CG
168
Clarus Group
Texas
$288K +$783 +29 +0.3%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$287K -$15.2K -564 -5%
PCM
170
Parsons Capital Management
Rhode Island
$282K -$8.94K -331 -3%
HF
171
HRT Financial
New York
$281K +$274K +10,141 New
Cerity Partners
172
Cerity Partners
New York
$281K -$125K -4,641 -31%
QCG
173
Quadrant Capital Group
Ohio
$278K +$102K +3,790 +61%
Prudential Financial
174
Prudential Financial
New Jersey
$275K -$5.51K -204 -2%
VCM
175
Versant Capital Management
Arizona
$274K +$13.2K +488 +5%

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.