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Schwab Fundamental Emerging Markets Large Company Index ETF

225 hedge funds and large institutions have $4.1B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 105 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

169% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 39

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

14% more capital invested

Capital invested by funds: $3.6B → $4.1B (+$504M)

11% more funds holding

Funds holding: 202225 (+23)

1.59% less ownership

Funds ownership: 88.11%86.52% (-1.6%)

Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
3.92%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
37
Increased
105
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
201
Rockbridge Investment Management
New York
$5K
CWP
202
Concord Wealth Partners
Virginia
$5K +$574 +18 +15%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$4.03K
SFP
204
Sterling Financial Planning
New Jersey
$4K -$860 -27 -17%
BC
205
Bartlett & Co
Ohio
$4K
MFT
206
Moisand Fitzgerald Tamayo
Florida
$4K
SBL
207
Sargent Bickham Lagudis
Colorado
$4K +$3.98K +125 New
Franklin Resources
208
Franklin Resources
California
$3K -$1.53K -48 -34%
FMP
209
Financial Management Professionals
Texas
$3K
IPW
210
IronBridge Private Wealth
Texas
$3K
NFG
211
Next Financial Group
Texas
$3K +$1.75K +55 +220%
HCP
212
Hexagon Capital Partners
Arkansas
$3K +$2.77K +87 New
AIA
213
Armor Investment Advisors
North Carolina
$3K +$3K +94 +940%
PSIWM
214
Paradigm Strategies in Wealth Management
Minnesota
$2K
HPC
215
HM Payson & Co
Maine
$1K -$15.9K -499 -96%
CAAS
216
Capital Asset Advisory Services
Michigan
$1K
DI
217
Disciplined Investments
Oklahoma
$1K
HFA
218
Hoover Financial Advisors
Pennsylvania
$1K
POIA
219
Pin Oak Investment Advisors
Texas
$1K
TFGT
220
TS Financial Group (TSFG)
Illinois
$1K
AA
221
Ancora Advisors
Ohio
$1K +$32 +1 +4%
APWA
222
Atlas Private Wealth Advisors
New Jersey
$1K +$669 +21 New
LGWM
223
Litman Gregory Wealth Management
California
$389 -$366K -11,474 -97%
USAA
224
United Services Automobile Association
Texas
-$31.7M -1,031,310 Closed
SPA
225
Sentinel Pension Advisors
Massachusetts
-$2.49M -47,457 Closed

FNDE Hedge Fund Activity: Q2 2021 in Review

225 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2021, worth a combined $4.1B — up 14% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FNDE positions and 13 closed out — a net gain of 24 holders — while 105 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $167M. The largest seller was Victory Capital Management, cutting an estimated $32.9M.

  • 225 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2021, up from 202 in Q1 2021.
  • Funds reported $4.1B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 37 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2021 and 13 closed out, a net change of +24 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $167M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2021 was Victory Capital Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2021.