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Schwab Fundamental Emerging Markets Large Company Index ETF

308 hedge funds and large institutions have $4.85B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $4.81B → $4.85B (+$39.3M)

0% more funds holding

Funds holding: 307308 (+1)

0.46% less ownership

Funds ownership: 87.18%86.72% (-0.46%)

Holders
308
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.44%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
44
Increased
108
Reduced
88
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.47B +$40.8M +1,511,376 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$240M +$17M +629,752 +8%
SAG
3
SageView Advisory Group
California
$106M +$73M +2,704,777 +17,329%
Victory Capital Management
4
Victory Capital Management
Texas
$103M
UA
5
Unison Advisors
District of Columbia
$73.2M -$1.08M -40,051 -1%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$72.8M -$3.79M -140,475 -5%
Bank of America
7
Bank of America
North Carolina
$56.4M +$3.92M +145,186 +8%
Morgan Stanley
8
Morgan Stanley
New York
$53.9M -$44.8M -1,658,607 -46%
FM
9
Foster & Motley
Ohio
$38.4M +$192K +7,130 +0.5%
Wells Fargo
10
Wells Fargo
California
$30.8M -$657K -24,332 -2%
AL
11
Aspiriant LLC
California
$20.8M -$4.6M -170,552 -19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$19.2M +$2.83M +104,894 +18%
MIM
13
Morningstar Investment Management
Illinois
$18.1M -$152K -5,628 -0.9%
AA
14
ALPS Advisors
Colorado
$18M -$22.7K -840 -0.1%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$16.4M +$2.15M +79,560 +17%
MIS
16
Morningstar Investment Services
Illinois
$16.1M -$16.4M -607,587 -51%
UBS Group
17
UBS Group
Switzerland
$15.9M +$793K +29,389 +5%
KLI
18
Kelman-Lazarov Inc
Tennessee
$15.8M +$884K +32,760 +6%
Charles Schwab
19
Charles Schwab
California
$15.5M +$3.87M +143,195 +34%
CC
20
Callan Capital
California
$14.2M +$2.4M +88,887 +21%
HWA
21
HHM Wealth Advisors
Tennessee
$13.3M +$744K +27,549 +6%
RJA
22
Raymond James & Associates
Florida
$12.2M -$57.3K -2,122 -0.5%
ML
23
McAdam LLC
Pennsylvania
$11.9M -$229K -8,496 -2%
RCA
24
Resonant Capital Advisors
Wisconsin
$11.6M +$299K +11,064 +3%
YAL
25
Your Advocates Ltd
Texas
$11.2M -$923K -34,209 -8%

FNDE Hedge Fund Activity: Q1 2024 in Review

308 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2024, worth a combined $4.85B — up 0.82% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FNDE positions and 37 closed out — a net gain of 7 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $73M. The largest seller was Citadel Advisors, cutting an estimated $90.1M.

  • 308 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2024, up from 307 in Q4 2023.
  • Funds reported $4.85B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2024, up 0.82% quarter-over-quarter.
  • 44 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2024 and 37 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $73M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2024 was Citadel Advisors, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2024.