Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
128 hedge funds and large institutions have $1.51B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
88% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 26
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
8% more funds holding
Funds holding: 118 → 128 (+10)
0.62% less ownership
Funds ownership: 73.55% → 72.93% (-0.62%)
8% less capital invested
Capital invested by funds: $1.64B → $1.51B (-$127M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$28.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.7M |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$10.2M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$5.87M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$21.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$13.3M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$6.18M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$5.63M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.42M |
FNDE Hedge Fund Activity: Q4 2018 in Review
128 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2018, worth a combined $1.51B — down 7.8% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FNDE positions and 24 closed out — a net gain of 11 holders — while 49 added to existing stakes and 26 trimmed.
The largest buyer was Ackerman Capital Advisors, opening a new position worth an estimated $28.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $21.4M.
- 128 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2018, up from 118 in Q3 2018.
- Funds reported $1.51B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2018, down 7.8% quarter-over-quarter.
- 35 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2018 and 24 closed out, a net change of +11 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2018 was Ackerman Capital Advisors, an estimated $28.3M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $21.4M sold.
Based on aggregated 13F filings for Q4 2018.