Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
307 hedge funds and large institutions have $4.81B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 115 increasing their positions, 74 reducing their positions, and 25 closing their positions.
168% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 25
55% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 74
15% more funds holding
Funds holding: 267 → 307 (+40)
14% more capital invested
Capital invested by funds: $4.24B → $4.81B (+$576M)
1.11% more ownership
Funds ownership: 86.07% → 87.18% (+1.1%)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$94.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$88.8M |
| 3 |
Jane Street
New York
|
+$55.8M |
| 4 |
Morgan Stanley
New York
|
+$47.9M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$9.77M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$7.91M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$3.83M |
| 4 |
PWM
Pinnacle Wealth Management
Roseville,
California
|
-$3.26M |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$2.59M |
FNDE Hedge Fund Activity: Q4 2023 in Review
307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2023, worth a combined $4.81B — up 14% from $4.24B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new FNDE positions and 25 closed out — a net gain of 42 holders — while 115 added to existing stakes and 74 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $94.8M. The largest seller was Arlington Financial Advisors, cutting an estimated $9.77M.
- 307 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2023, up from 267 in Q3 2023.
- Funds reported $4.81B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 67 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2023 and 25 closed out, a net change of +42 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2023 was Charles Schwab Investment Advisory, an estimated $94.8M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2023 was Arlington Financial Advisors, an estimated $9.77M sold.
Based on aggregated 13F filings for Q4 2023.