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Schwab Fundamental Emerging Markets Large Company Index ETF

257 hedge funds and large institutions have $4.23B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 58

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 247257 (+10)

0.17% more ownership

Funds ownership: 85.85%86.02% (+0.17%)

1% less capital invested

Capital invested by funds: $4.26B → $4.23B (-$22.5M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
47
Increased
99
Reduced
58
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
176
Eaton Vance Management
Massachusetts
$67K -$4.48K -140 -6%
HI
177
Harbour Investments
Wisconsin
$64K -$38.2K -1,195 -37%
First Manhattan
178
First Manhattan
New York
$64K +$2.65K +83 +4%
CAL
179
Capital Analysts LLC
Pennsylvania
$63K +$5.91K +185 +10%
AIA
180
Angeles Investment Advisors
California
$62K +$64.1K +2,005 New
JP Morgan Chase
181
JP Morgan Chase
New York
$54K
IA
182
IFP Advisors
Florida
$51K -$135K -4,209 -73%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$51K -$2.01K -63 -4%
NFG
184
Next Financial Group
Texas
$50K +$27.6K +863 +118%
AF
185
Advisornet Financial
Minnesota
$45K +$10.8K +337 +31%
TIM
186
Tortoise Investment Management
New York
$35K +$3.48K +109 +11%
BFC
187
Bedel Financial Consulting
Indiana
$31K
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$29K +$29.6K +925 New
AA
189
Addison Advisors
Vermont
$28K -$1.15K -36 -4%
LWA
190
Lenox Wealth Advisors
New York
$27K +$26.2K +820 +1,302%
CPA
191
Cardiff Park Advisors
California
$27K +$27.8K +870 New
JWBC
192
John W. Brooker & Co
California
$26K
TFP
193
Tilia Fiduciary Partners
North Carolina
$26K +$26.5K +829 New
FFWM
194
Future Financial Wealth Management
Ohio
$25K +$25.6K +800 New
CTC
195
Central Trust Company
Missouri
$23K
BlackRock
196
BlackRock
New York
$22K -$13.3K -415 -37%
CFGS
197
Concourse Financial Group Securities
Alabama
$21K -$1.12K -35 -5%
IRC
198
Investors Research Corp
Georgia
$21K
SFM
199
Signet Financial Management
New Jersey
$21K +$21.6K +675 New
WFA
200
WestHill Financial Advisors
California
$20K

FNDE Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2021, worth a combined $4.23B — down 0.53% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FNDE positions and 33 closed out — a net gain of 14 holders — while 99 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $24M.

  • 257 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2021, up from 247 in Q3 2021.
  • Funds reported $4.23B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 47 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2021 and 33 closed out, a net change of +14 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $109M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2021 was Fidelity Investments, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2021.