Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
225 hedge funds and large institutions have $4.1B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 105 increasing their positions, 39 reducing their positions, and 13 closing their positions.
185% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 13
169% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 39
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
14% more capital invested
Capital invested by funds: $3.6B → $4.1B (+$505M)
11% more funds holding
Funds holding: 202 → 225 (+23)
1.59% less ownership
Funds ownership: 88.11% → 86.52% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$167M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$89.1M |
| 3 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$32.4M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$23.6M |
| 5 |
Jane Street
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$32.9M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$31.7M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$8.35M |
| 4 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$2.49M |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$2.14M |
FNDE Hedge Fund Activity: Q2 2021 in Review
225 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2021, worth a combined $4.1B — up 14% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FNDE positions and 13 closed out — a net gain of 24 holders — while 105 added to existing stakes and 39 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $167M. The largest seller was Victory Capital Management, cutting an estimated $32.9M.
- 225 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2021, up from 202 in Q1 2021.
- Funds reported $4.1B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2021, up 14% quarter-over-quarter.
- 37 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2021 and 13 closed out, a net change of +24 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $167M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2021 was Victory Capital Management, an estimated $32.9M sold.
Based on aggregated 13F filings for Q2 2021.