Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
60 hedge funds and large institutions have $746M invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
35% more capital invested
Capital invested by funds: $552M → $746M (+$194M)
20% more funds holding
Funds holding: 50 → 60 (+10)
0.77% less ownership
Funds ownership: 68.78% → 68.01% (-0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$100M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$8.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.79M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$3.62M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$588K |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$81K |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$77K |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$76.9K |
| 5 |
WCF
West Coast Financial
Santa Barbara,
California
|
-$64K |
FNDE Hedge Fund Activity: Q1 2017 in Review
60 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2017, worth a combined $746M — up 35% from $552M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FNDE positions and 4 closed out — a net gain of 11 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $100M. The largest seller was Sargent Bickham Lagudis, exiting entirely with an estimated $588K sold.
- 60 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2017, up from 50 in Q4 2016.
- Funds reported $746M of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2017, up 35% quarter-over-quarter.
- 15 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2017 and 4 closed out, a net change of +11 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $100M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2017 was Sargent Bickham Lagudis, an estimated $588K sold.
Based on aggregated 13F filings for Q1 2017.