Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
168 hedge funds and large institutions have $2.49B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 17 closing their positions.
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
2% more funds holding
Funds holding: 164 → 168 (+4)
4% more capital invested
Capital invested by funds: $2.4B → $2.49B (+$88.4M)
3.55% less ownership
Funds ownership: 87.74% → 84.18% (-3.6%)
10% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 58
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$45.9M |
| 2 |
Goldman Sachs
New York
|
+$19.5M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$8.92M |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$1.58M |
| 5 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$6.52M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$4.48M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.88M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$2.9M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Citigroup
New York
| – | -$1K | -61 | Closed |
|
|
WT
177
Whittier Trust
South Pasadena,
California
| – | -$1K | -24 | Closed |
|
|
SIM
178
Sonora Investment Management
Tucson,
Arizona
| – | -$74 | -3 | -43% |
|
179
AssetMark Inc
Concord,
California
| – | +$394 | +16 | New |
|
FNDE Hedge Fund Activity: Q3 2020 in Review
168 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2020, worth a combined $2.49B — up 3.7% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FNDE positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 58 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $45.9M. The largest seller was Victory Capital Management, cutting an estimated $6.52M.
- 168 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2020, up from 164 in Q2 2020.
- Funds reported $2.49B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2020, up 3.7% quarter-over-quarter.
- 23 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2020 and 17 closed out, a net change of +6 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $45.9M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2020 was Victory Capital Management, an estimated $6.52M sold.
Based on aggregated 13F filings for Q3 2020.