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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
CA
201
Clearstead Advisors
Ohio
$120K -$63.6K -2,357 -37%
PA
202
Parallel Advisors
California
$118K
FFA
203
Frazier Financial Advisors
Ohio
$112K
LFG
204
Larson Financial Group
Missouri
$110K +$20.1K +746 +23%
GI
205
Gradient Investments
Minnesota
$107K +$10.7K +397 +11%
EWP
206
Elevation Wealth Partners
California
$104K -$5.24K -194 -5%
FFL
207
Financial Freedom LLC
Ohio
$95.3K
ST
208
Smithfield Trust
Pennsylvania
$91K
CIAS
209
Capital Investment Advisory Services
North Carolina
$86.3K -$10.3K -381 -11%
MFC
210
Morris Financial Concepts
South Carolina
$84.8K -$567 -21 -0.7%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$84.8K -$13K -482 -14%
VDBMI
212
Van Den Berg Management I
Texas
$79.1K -$4.99K -185 -6%
HI
213
Harbour Investments
Wisconsin
$73.1K +$7.94K +294 +13%
HNB
214
Huntington National Bank
Ohio
$70.5K
BIM
215
Breakwater Investment Management
Washington
$62.1K +$60.4K +2,236 New
US Bancorp
216
US Bancorp
Minnesota
$60.6K -$5.13K -190 -8%
LTI
217
Laffer Tengler Investments
Tennessee
$60.2K +$58.6K +2,170 New
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$59.2K +$12.7K +469 +28%
WPA
219
West Paces Advisors
Georgia
$58.3K
AWM
220
Avior Wealth Management
Nebraska
$57.7K +$56.1K +2,080 New
CA
221
Continuum Advisory
Idaho
$46.1K +$42.4K +1,569 New
HR
222
Howe & Rusling
New York
$41.9K -$8.29K -307 -17%
FWM
223
FSA Wealth Management
Massachusetts
$37.4K +$36.4K +1,348 New
CFD
224
Creative Financial Designs
Indiana
$37.2K -$3.16K -117 -8%
SWM
225
Spire Wealth Management
Virginia
$36.2K +$30.8K +1,141 +696%

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.