Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
169 hedge funds and large institutions have $1.66B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 42 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 46
6.43% more ownership
Funds ownership: 74.89% → 81.31% (+6.4%)
8% less funds holding
Funds holding: 184 → 169 (-15)
25% less capital invested
Capital invested by funds: $2.21B → $1.66B (-$551M)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
31% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$148M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$61.8M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$11.3M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$10.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$59.1M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$28.3M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$11.7M |
| 4 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$11.3M |
| 5 |
AWM
Altus Wealth Management
Ft Mitchell,
Kentucky
|
-$6.94M |
FNDE Hedge Fund Activity: Q1 2020 in Review
169 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2020, worth a combined $1.66B — down 25% from $2.21B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of FNDE and 29 opened new positions — a net loss of 13 holders — while 46 trimmed existing stakes and 66 added.
The largest buyer was Victory Capital Management, adding an estimated $148M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $59.1M sold.
- 169 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2020, down from 184 in Q4 2019.
- Funds reported $1.66B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2020, down 25% quarter-over-quarter.
- 29 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2020 and 42 closed out, a net change of -13 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2020 was Victory Capital Management, an estimated $148M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2020 was Migdal Insurance & Financial Holdings, an estimated $59.1M sold.
Based on aggregated 13F filings for Q1 2020.