Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
17 hedge funds and large institutions have $84.4M invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
164% more capital invested
Capital invested by funds: $32M → $84.4M (+$52.4M)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
21% more funds holding
Funds holding: 14 → 17 (+3)
14.99% more ownership
Funds ownership: 52.53% → 67.52% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$36.9M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$6.39M |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$6.19M |
| 4 |
Jane Street
New York
|
+$2.63M |
| 5 |
FM
Foster & Motley
Cincinnati,
Ohio
|
+$824K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$334K |
| 2 |
SIM
Sigma Investment Management
Portland,
Oregon
|
-$304K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$280K |
| 4 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
-$207K |
FNDE Hedge Fund Activity: Q1 2015 in Review
17 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2015, worth a combined $84.4M — up 164% from $32M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FNDE positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $36.9M. The largest seller was Financial Consulate, exiting entirely with an estimated $334K sold.
- 17 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2015, up from 14 in Q4 2014.
- Funds reported $84.4M of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2015, up 164% quarter-over-quarter.
- 5 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2015 and 2 closed out, a net change of +3 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2015 was Charles Schwab Investment Advisory, an estimated $36.9M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2015 was Financial Consulate, an estimated $334K sold.
Based on aggregated 13F filings for Q1 2015.