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Schwab Fundamental Emerging Markets Large Company Index ETF

316 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $4.85B → $5.18B (+$329M)

3% more funds holding

Funds holding: 308316 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

0.42% more ownership

Funds ownership: 86.72%87.14% (+0.42%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
97
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
176
Comerica Bank
Texas
$276K +$45.6K +1,569 +20%
WW
177
Waterfront Wealth
Kansas
$269K
LIA
178
LBMC Investment Advisors
Tennessee
$258K
CCG
179
Coastwise Capital Group
California
$257K
OIA
180
OneDigital Investment Advisors
Kansas
$255K +$250K +8,616 New
AF
181
Allworth Financial
California
$254K -$5.66K -195 -2%
SFA
182
Sequoia Financial Advisors
Ohio
$252K +$247K +8,520 New
RIA
183
Regal Investment Advisors
Michigan
$251K +$1.34K +46 +0.5%
Empower Advisory Group
184
Empower Advisory Group
Colorado
$250K +$245K +8,450 New
PAS
185
Park Avenue Securities
New York
$243K +$27.2K +936 +13%
IC
186
IEQ Capital
California
$243K
SWA
187
Sax Wealth Advisors
New Jersey
$239K +$235K +8,095 New
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$239K +$8.28K +285 +4%
PP
189
PrairieView Partners
Minnesota
$230K -$11.6K -400 -5%
Lido Advisors
190
Lido Advisors
California
$230K +$224K +7,702 New
NGA
191
Naples Global Advisors
Florida
$225K
IA
192
IFP Advisors
Florida
$223K +$29.7K +1,024 +16%
PCP
193
Proficio Capital Partners
Massachusetts
$219K -$116K -4,000 -35%
PWM
194
Pinnacle Wealth Management
California
$219K +$215K +7,399 New
AAS
195
Avantax Advisory Services
Texas
$217K +$213K +7,334 New
FPAS
196
Focus Partners Advisor Solutions
Missouri
$215K -$27.9K -960 -12%
BSW
197
Buckingham Strategic Wealth
Missouri
$214K -$47.9K -1,651 -19%
DOA
198
D'Orazio & Associates
Virginia
$211K +$207K +7,140 New
AWM
199
AE Wealth Management
Kansas
$204K +$201K +6,907 New
CAM
200
Cresset Asset Management
Illinois
$202K +$197K +6,782 New

FNDE Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2024, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FNDE positions and 40 closed out — a net gain of 12 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.6B. The largest seller was SageView Advisory Group, cutting an estimated $78.7M.

  • 316 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2024, up from 308 in Q1 2024.
  • Funds reported $5.18B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 52 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2024 and 40 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.6B added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2024.