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Schwab Fundamental Emerging Markets Large Company Index ETF

322 hedge funds and large institutions have $5.72B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 96

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

10% more capital invested

Capital invested by funds: $5.18B → $5.72B (+$542M)

2% more funds holding

Funds holding: 316322 (+6)

1.52% less ownership

Funds ownership: 87.14%85.62% (-1.5%)

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
39
Increased
124
Reduced
96
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Caprock Group
Idaho
$479K +$444K +14,856 New
SI
152
Saxon Interests
Texas
$469K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$453K -$82.7K -2,767 -16%
SFA
154
Sequoia Financial Advisors
Ohio
$452K +$164K +5,476 +64%
BDFN
155
Bond & Devick Financial Network
Minnesota
$427K
AP
156
Advisors Preferred
Maryland
$425K -$20.1K -672 -5%
RW
157
REDW Wealth
New Mexico
$413K -$20.9K -700 -5%
SA
158
SpiderRock Advisors
Delaware
$410K -$18.6K -621 -5%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$402K -$704K -23,540 -66%
TWP
160
Tempus Wealth Planning
California
$394K -$2.33K -78 -0.6%
CWA
161
Clearview Wealth Advisors
Oregon
$384K +$32.9K +1,100 +10%
HIP
162
HUB Investment Partners
Texas
$380K -$15.3K -511 -4%
QCM
163
Quantinno Capital Management
New York
$374K +$347K +11,602 New
IA
164
IFP Advisors
Florida
$373K +$120K +4,025 +53%
GS
165
GTS Securities
New York
$372K +$345K +11,537 New
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$371K +$34.9K +1,166 +11%
FFA
167
Farther Finance Advisors
California
$365K +$143K +4,778 +73%
KAS
168
Kestra Advisory Services
Texas
$363K -$62.9K -2,105 -16%
AAS
169
Avantax Advisory Services
Texas
$349K +$104K +3,494 +48%
AF
170
Allworth Financial
California
$346K +$62.8K +2,102 +24%
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$342K -$3.18M -106,289 -92%
SAG
172
SageView Advisory Group
California
$335K +$329 +11 +0.1%
WPC
173
Wedmont Private Capital
Pennsylvania
$331K -$82.6K -2,764 -22%
VCM
174
Versant Capital Management
Arizona
$325K -$1.67K -56 -0.6%
WF
175
Warner Financial
Maryland
$324K +$2.21K +74 +0.7%

FNDE Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2024, worth a combined $5.72B — up 10% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FNDE positions and 30 closed out — a net gain of 9 holders — while 124 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $54.6M. The largest seller was Charles Schwab, cutting an estimated $23.5M.

  • 322 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2024, up from 316 in Q2 2024.
  • Funds reported $5.72B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 39 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2024 and 30 closed out, a net change of +9 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2024 was Fidelity Investments, an estimated $54.6M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2024 was Charles Schwab, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2024.