Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
145 hedge funds and large institutions have $1.68B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 28 reducing their positions, and 15 closing their positions.
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
96% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 28
13% more funds holding
Funds holding: 128 → 145 (+17)
11% more capital invested
Capital invested by funds: $1.51B → $1.68B (+$169M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.38% less ownership
Funds ownership: 72.93% → 72.55% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$33.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.9M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$7.31M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$6.3M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$4.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.2M |
| 2 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$4.26M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$571K |
| 4 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$475K |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$408K |
FNDE Hedge Fund Activity: Q1 2019 in Review
145 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2019, worth a combined $1.68B — up 11% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FNDE positions and 15 closed out — a net gain of 21 holders — while 55 added to existing stakes and 28 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.8M. The largest seller was Susquehanna International Group, cutting an estimated $16.2M.
- 145 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2019, up from 128 in Q4 2018.
- Funds reported $1.68B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2019, up 11% quarter-over-quarter.
- 36 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2019 and 15 closed out, a net change of +21 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $33.8M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2019 was Susquehanna International Group, an estimated $16.2M sold.
Based on aggregated 13F filings for Q1 2019.