We are live on ! Find out more
FNDE icon

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
NEPWA
201
New England Private Wealth Advisors
Massachusetts
$201K +$197K +6,795 New
FFA
202
Farther Finance Advisors
California
$193K +$178K +6,139 +1,578%
ACA
203
Aptus Capital Advisors
Alabama
$149K +$134K +4,614 +1,076%
OFG
204
Oxford Financial Group
Indiana
$143K
TAM
205
Townsend Asset Management
North Carolina
$141K -$22.5K -776 -14%
ATS
206
Ashton Thomas Securities
New York
$137K +$131K +4,525 New
PA
207
Parallel Advisors
California
$131K +$5.31K +183 +4%
CA
208
Clearstead Advisors
Ohio
$119K +$900 +31 +0.8%
FFA
209
Frazier Financial Advisors
Ohio
$119K
GI
210
Gradient Investments
Minnesota
$117K +$2.64K +91 +2%
S
211
SignatureFD
Georgia
$116K -$55.6K -1,914 -33%
EWP
212
Elevation Wealth Partners
California
$110K -$581 -20 -0.5%
CSWG
213
Cardinal Strategic Wealth Guidance
Kentucky
$105K +$103K +3,534 New
FFL
214
Financial Freedom LLC
Ohio
$102K
ST
215
Smithfield Trust
Pennsylvania
$96K
CIAS
216
Capital Investment Advisory Services
North Carolina
$91.9K
NP
217
NorthRock Partners
Minnesota
$90.9K +$86.1K +2,964 +3,487%
MFC
218
Morris Financial Concepts
South Carolina
$88.9K -$1.39K -48 -2%
VDBMI
219
Van Den Berg Management I
Texas
$83.3K -$958 -33 -1%
US Bancorp
220
US Bancorp
Minnesota
$82.1K +$17.3K +596 +27%
VWM
221
Venturi Wealth Management
Texas
$81.5K +$80K +2,755 New
HNB
222
Huntington National Bank
Ohio
$80K
M
223
MOTCO
Texas
$79.9K +$78.5K +2,702 New
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$78.9K -$11.3K -389 -13%
AC
225
AlphaCore Capital
California
$68.1K -$79.6K -2,742 -55%

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.