Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
153 hedge funds and large institutions have $1.86B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 30 reducing their positions, and 29 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 30
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1.21% more ownership
Funds ownership: 73.23% → 74.44% (+1.2%)
3% more capital invested
Capital invested by funds: $1.81B → $1.86B (+$51.3M)
4% less funds holding
Funds holding: 159 → 153 (-6)
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$120M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.5M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$15.6M |
| 4 |
LF
Lee Financial
Dallas,
Texas
|
+$11.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$123M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.02M |
| 3 |
MWM
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
-$4.21M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$4.17M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$3.5M |
FNDE Hedge Fund Activity: Q3 2019 in Review
153 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2019, worth a combined $1.86B — up 2.8% from $1.81B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of FNDE and 23 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 72 added.
The largest buyer was Victory Capital Management, adding an estimated $120M. The largest seller was United Services Automobile Association, cutting an estimated $123M.
- 153 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2019, down from 159 in Q2 2019.
- Funds reported $1.86B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2019, up 2.8% quarter-over-quarter.
- 23 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2019 and 29 closed out, a net change of -6 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2019 was Victory Capital Management, an estimated $120M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2019 was United Services Automobile Association, an estimated $123M sold.
Based on aggregated 13F filings for Q3 2019.