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Schwab Fundamental Emerging Markets Large Company Index ETF

247 hedge funds and large institutions have $4.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

62% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 58

10% more funds holding

Funds holding: 225247 (+22)

4% more capital invested

Capital invested by funds: $4.1B → $4.26B (+$156M)

0.67% less ownership

Funds ownership: 86.52%85.85% (-0.67%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
247
Holders Change
+22
Holders Change %
+9.78%
% of All Funds
4.32%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
41
Increased
94
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$33K
BFC
177
Bedel Financial Consulting
Indiana
$32K -$1.72K -54 -5%
AA
178
Addison Advisors
Vermont
$30K -$7.93K -249 -21%
S
179
SignatureFD
Georgia
$28K +$1.4K +44 +5%
JWBC
180
John W. Brooker & Co
California
$27K
BWM
181
BerganKDV Wealth Management
Minnesota
$26K +$25.9K +813 New
EI
182
Ellevest Inc
New York
$25K +$24.2K +761 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$24K -$9.3K -292 -28%
CTC
184
Central Trust Company
Missouri
$24K
NFG
185
Next Financial Group
Texas
$24K +$20.8K +654 +818%
CFGS
186
Concourse Financial Group Securities
Alabama
$23K
IRC
187
Investors Research Corp
Georgia
$22K +$21.3K +669 New
AWM
188
Avior Wealth Management
Nebraska
$20K +$19.8K +621 New
WFA
189
WestHill Financial Advisors
California
$20K +$20.2K +634 New
SBL
190
Sargent Bickham Lagudis
Colorado
$17K +$12.6K +396 +317%
IWA
191
IBEX Wealth Advisors
New Jersey
$17K +$17.1K +536 New
APW
192
Acima Private Wealth
Virginia
$16K
WT
193
Washington Trust
Rhode Island
$16K
HPC
194
HM Payson & Co
Maine
$15K +$14.3K +450 +2,250%
RFA
195
Reilly Financial Advisors
California
$15K +$14.4K +453 New
LWM
196
Liberty Wealth Management
California
$13K +$12.5K +392 New
CFA
197
Carroll Financial Associates
North Carolina
$13K +$12.7K +400 +1,379%
GFPC
198
Global Financial Private Client
Florida
$11K
MA
199
MCF Advisors
Kentucky
$8K -$14.7K -462 -64%
KIG
200
Kowal Investment Group
Wisconsin
$8K +$7.51K +236 New

FNDE Hedge Fund Activity: Q3 2021 in Review

247 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2021, worth a combined $4.26B — up 3.8% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNDE positions and 16 closed out — a net gain of 25 holders — while 94 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $110M. The largest seller was Brinker Capital Investments, cutting an estimated $16.8M.

  • 247 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $4.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2021 and 16 closed out, a net change of +25 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $110M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2021.