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Schwab Fundamental Emerging Markets Large Company Index ETF

308 hedge funds and large institutions have $4.85B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $4.81B → $4.85B (+$39.3M)

0% more funds holding

Funds holding: 307308 (+1)

0.46% less ownership

Funds ownership: 87.18%86.72% (-0.46%)

Holders
308
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.44%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
44
Increased
108
Reduced
88
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
176
Paragon Capital Management (Colorado)
Colorado
$271K +$264K +9,763 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$271K -$1.81M -67,116 -87%
PAG
178
Private Advisor Group
New Jersey
$263K +$256K +9,472 New
WF
179
Warner Financial
Maryland
$262K
WW
180
Waterfront Wealth
Kansas
$257K
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$248K +$13K +483 +6%
BSW
182
Buckingham Strategic Wealth
Missouri
$247K +$240K +8,885 New
AF
183
Allworth Financial
California
$245K -$31.1K -1,151 -12%
LIA
184
LBMC Investment Advisors
Tennessee
$242K
CCG
185
Coastwise Capital Group
California
$242K
RIA
186
Regal Investment Advisors
Michigan
$235K +$3.37K +125 +2%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$229K +$222K +8,232 New
PP
188
PrairieView Partners
Minnesota
$228K -$9.45K -350 -4%
IC
189
IEQ Capital
California
$228K
PP
190
Prudential plc
United Kingdom
$220K -$474K -17,570 -69%
Comerica Bank
191
Comerica Bank
Texas
$216K +$43.9K +1,628 +27%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$211K +$205K +7,610 New
NGA
193
Naples Global Advisors
Florida
$210K
PAS
194
Park Avenue Securities
New York
$202K +$196K +7,276 New
IA
195
IFP Advisors
Florida
$180K +$15.2K +563 +9%
S
196
SignatureFD
Georgia
$162K +$26.3K +976 +20%
TAM
197
Townsend Asset Management
North Carolina
$154K -$107K -3,978 -42%
FSWA
198
Financial Synergies Wealth Advisors
Texas
$153K -$19.8K -735 -12%
AC
199
AlphaCore Capital
California
$140K -$27K -1,001 -17%
OFG
200
Oxford Financial Group
Indiana
$135K

FNDE Hedge Fund Activity: Q1 2024 in Review

308 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2024, worth a combined $4.85B — up 0.82% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FNDE positions and 37 closed out — a net gain of 7 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $73M. The largest seller was Citadel Advisors, cutting an estimated $90.1M.

  • 308 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $4.85B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2024, up 0.82% quarter-over-quarter.
  • 44 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2024 and 37 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $73M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2024 was Citadel Advisors, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2024.