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Schwab Fundamental International Large Company Index ETF

438 hedge funds and large institutions have $8.11B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 127

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $7.52B → $8.11B (+$599M)

2% more funds holding

Funds holding: 429438 (+9)

0.19% less ownership

Funds ownership: 78.2%78.01% (-0.19%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
438
Holders Change
+9
Holders Change %
+2.1%
% of All Funds
6.88%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.79%
New
48
Increased
201
Reduced
127
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
226
Cetera Advisor Networks
California
$719K +$96K +3,003 +16%
DP
227
DDD Partners
Washington
$716K +$6.17K +193 +0.9%
SSW
228
Stone Summit Wealth
Florida
$710K +$7.39K +231 +1%
EWA
229
EP Wealth Advisors
California
$700K +$1.85M +57,845 +337%
Bank of New York Mellon
230
Bank of New York Mellon
New York
$695K -$196K -6,138 -22%
HF
231
HRT Financial
New York
$676K +$430K +13,449 +179%
VNA
232
Valley National Advisers
Pennsylvania
$666K -$94.8K -2,965 -13%
LIA
233
LBMC Investment Advisors
Tennessee
$656K
WP
234
WealthShield Partners
North Carolina
$655K +$59.1K +1,847 +10%
MWM
235
Modera Wealth Management
New Jersey
$640K +$634K +19,830 New
SAG
236
SageView Advisory Group
California
$639K -$140K -4,391 -18%
IWC
237
Integrated Wealth Concepts
Massachusetts
$636K +$374K +11,698 +146%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$636K -$1.79M -55,884 -74%
SWA
239
Stratos Wealth Advisors
Ohio
$632K -$13.5K -421 -2%
PIAS
240
PCA Investment Advisory Services
Ohio
$614K +$29.2K +914 +5%
JIR
241
James Investment Research
Ohio
$592K -$61.6K -1,928 -10%
TSS
242
Two Sigma Securities
New York
$585K -$1.56M -48,793 -73%
SB
243
Strategic Blueprint
Georgia
$575K +$69.8K +2,182 +14%
CCWA
244
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$558K -$38.6K -1,207 -7%
LJAC
245
L.J. Altfest & Co
New York
$550K +$416 +13 +0.1%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$547K +$235K +7,359 +77%
KLI
247
Kelman-Lazarov Inc
Tennessee
$539K -$96 -3 -0%
PCMC
248
Private Capital Management (Colorado)
Colorado
$538K -$21.5K -671 -4%
AMG
249
Asset Management Group
Connecticut
$530K +$5.12K +160 +1%
SIC
250
Salem Investment Counselors
North Carolina
$517K -$21K -658 -4%

FNDF Hedge Fund Activity: Q2 2023 in Review

438 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2023, worth a combined $8.11B — up 8% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FNDF positions and 33 closed out — a net gain of 15 holders — while 201 added to existing stakes and 127 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $338M. The largest seller was Jane Street, cutting an estimated $84.3M.

  • 438 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2023, up from 429 in Q1 2023.
  • Funds reported $8.11B of Schwab Fundamental International Large Company Index ETF stock for Q2 2023, up 8% quarter-over-quarter.
  • 48 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2023 and 33 closed out, a net change of +15 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $338M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2023 was Jane Street, an estimated $84.3M sold.

Based on aggregated 13F filings for Q2 2023.