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Schwab Fundamental International Large Company Index ETF

500 hedge funds and large institutions have $9.54B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 28

55% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 132

17% more capital invested

Capital invested by funds: $8.18B → $9.54B (+$1.36B)

14% more funds holding

Funds holding: 440500 (+60)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

2.67% more ownership

Funds ownership: 77.17%79.84% (+2.7%)

Holders
500
Holders Change
+60
Holders Change %
+13.64%
% of All Funds
7.29%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.82%
New
94
Increased
205
Reduced
132
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$991K +$387K +12,084 +70%
O3W
227
Omni 360 Wealth
New Jersey
$990K +$941K +29,360 New
EWA
228
EP Wealth Advisors
California
$961K +$192 +6 +0%
MMA
229
Miracle Mile Advisors
California
$933K +$369K +11,512 +71%
CFGS
230
Concourse Financial Group Securities
Alabama
$919K +$191K +5,973 +28%
AWA
231
Archvest Wealth Advisors
California
$912K +$373K +11,640 +76%
HF
232
HRT Financial
New York
$885K +$842K +26,265 New
IC
233
IEQ Capital
California
$869K -$2.37K -74 -0.3%
WP
234
WealthShield Partners
North Carolina
$862K +$79.4K +2,476 +11%
EAM
235
Evanson Asset Management
California
$859K -$449 -14 -0.1%
Brown Advisory
236
Brown Advisory
Maryland
$858K
PCMC
237
Private Capital Management (Colorado)
Colorado
$852K -$56.7K -1,768 -7%
FTS
238
Fifth Third Securities
Ohio
$849K +$176K +5,479 +28%
DFA
239
DHJJ Financial Advisors
Illinois
$847K +$3.53K +110 +0.4%
PGAM
240
Princeton Global Asset Management
New Jersey
$834K -$4.07K -127 -0.5%
SIC
241
Salem Investment Counselors
North Carolina
$830K +$22.9K +713 +3%
DP
242
DDD Partners
Washington
$823K +$51.2K +1,596 +7%
FP
243
Financial Perspectives
Minnesota
$817K
GCM
244
G2 Capital Management
Ohio
$816K +$775K +24,188 New
Squarepoint
245
Squarepoint
New York
$789K +$750K +23,397 New
MWM
246
Modera Wealth Management
New Jersey
$788K -$39.5K -1,231 -5%
ADL
247
Asset Dedication LLC
California
$781K +$32 +1 +0%
RSWM
248
Robertson Stephens Wealth Management
California
$774K
SWA
249
Stratos Wealth Advisors
Ohio
$757K +$70.9K +2,212 +11%
CCM
250
Coldstream Capital Management
Washington
$755K

FNDF Hedge Fund Activity: Q4 2023 in Review

500 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q4 2023, worth a combined $9.54B — up 17% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FNDF positions and 28 closed out — a net gain of 66 holders — while 205 added to existing stakes and 132 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $341M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $40.5M sold.

  • 500 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q4 2023, up from 440 in Q3 2023.
  • Funds reported $9.54B of Schwab Fundamental International Large Company Index ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 94 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q4 2023 and 28 closed out, a net change of +66 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q4 2023 was Jane Street, an estimated $341M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q4 2023 was Paragon Wealth Strategies, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2023.