We are live on ! Find out more
FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

316 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $4.85B → $5.18B (+$329M)

3% more funds holding

Funds holding: 308316 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

0.42% more ownership

Funds ownership: 86.72%87.14% (+0.42%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
97
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
MorganRosel Wealth Management
Colorado
$426K +$17.8K +614 +4%
AP
152
Advisors Preferred
Maryland
$406K +$398K +13,714 New
RW
153
REDW Wealth
New Mexico
$399K -$49.4K -1,700 -11%
SA
154
SpiderRock Advisors
Delaware
$394K -$5.31K -183 -1%
BDFN
155
Bond & Devick Financial Network
Minnesota
$391K
WPC
156
Wedmont Private Capital
Pennsylvania
$385K +$668 +23 +0.2%
LFG
157
Larson Financial Group
Missouri
$384K +$262K +9,036 +228%
TWP
158
Tempus Wealth Planning
California
$364K +$5.23K +180 +1%
RWP
159
Revolve Wealth Partners
New Jersey
$363K -$5.49K -189 -2%
HIP
160
HUB Investment Partners
Texas
$363K +$13.5K +465 +4%
KAS
161
Kestra Advisory Services
Texas
$345K +$387K +13,340 New
Renaissance Technologies
162
Renaissance Technologies
New York
$328K +$322K +11,100 New
JWM
163
Janiczek Wealth Management
Colorado
$325K -$3.63K -125 -1%
CWA
164
Clearview Wealth Advisors
Oregon
$320K +$314K +10,807 New
Wealthfront Advisers
165
Wealthfront Advisers
California
$309K -$337K -11,596 -53%
OC
166
Oarsman Capital
Wisconsin
$308K -$78K -2,685 -20%
SAG
167
SageView Advisory Group
California
$307K -$78.7M -2,710,009 -100%
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$305K +$40.6K +1,398 +16%
VCM
169
Versant Capital Management
Arizona
$300K +$7.41K +255 +3%
Prudential Financial
170
Prudential Financial
New Jersey
$298K +$5.31K +183 +2%
QCG
171
Quadrant Capital Group
Ohio
$297K
PCM
172
Parsons Capital Management
Rhode Island
$296K -$4.24K -146 -1%
WF
173
Warner Financial
Maryland
$295K +$15.5K +535 +6%
EWA
174
Etesian Wealth Advisors
Oregon
$293K +$288K +9,924 New
IWM
175
IHT Wealth Management
Illinois
$282K +$277K +9,551 New

FNDE Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2024, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FNDE positions and 40 closed out — a net gain of 12 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.6B. The largest seller was SageView Advisory Group, cutting an estimated $78.7M.

  • 316 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2024, up from 308 in Q1 2024.
  • Funds reported $5.18B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 52 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2024 and 40 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.6B added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2024.