Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
279 hedge funds and large institutions have $4.01B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 30 closing their positions.
63% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 30
49% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 68
9% more capital invested
Capital invested by funds: $3.68B → $4.01B (+$332M)
6% more funds holding
Funds holding: 264 → 279 (+15)
0.26% less ownership
Funds ownership: 85.24% → 84.98% (-0.26%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$47.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.4M |
| 3 |
UA
Unison Advisors
Washington,
District of Columbia
|
+$13.5M |
| 4 |
Morgan Stanley
New York
|
+$8.28M |
| 5 |
CCM
Chilton Capital Management
Houston,
Texas
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.02M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$3.81M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$3.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.66M |
| 5 |
SWM
Shelton Wealth Management
Fort Worth,
Texas
|
-$2.13M |
FNDE Hedge Fund Activity: Q1 2023 in Review
279 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2023, worth a combined $4.01B — up 9% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new FNDE positions and 30 closed out — a net gain of 19 holders — while 101 added to existing stakes and 68 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $47.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.02M sold.
- 279 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2023, up from 264 in Q4 2022.
- Funds reported $4.01B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2023, up 9% quarter-over-quarter.
- 49 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2023 and 30 closed out, a net change of +19 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2023 was Charles Schwab Investment Advisory, an estimated $47.6M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2023 was Jane Street, an estimated $9.02M sold.
Based on aggregated 13F filings for Q1 2023.