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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
PFO
251
Pathstone Family Office
New Jersey
$513K
BMCM
252
Burns Matteson Capital Management
New York
$511K +$25.6K +800 +5%
AWA
253
Archvest Wealth Advisors
California
$497K +$80K +2,503 +19%
AP
254
Appleton Partners
Massachusetts
$492K -$53.1K -1,660 -10%
MIA
255
Milestone Investment Advisors
Wisconsin
$483K -$2.14K -67 -0.4%
VCM
256
Versant Capital Management
Arizona
$434K +$288 +9 +0.1%
WA
257
WESPAC Advisors
California
$427K +$423K +13,224 New
WWP
258
WR Wealth Planners
Missouri
$424K +$350K +10,945 +503%
Financial Engines Advisors
259
Financial Engines Advisors
California
$419K -$18.3K -573 -4%
EA
260
Eudaimonia Advisors
Tennessee
$418K +$1.85K +58 +0.5%
PAS
261
Park Avenue Securities
New York
$416K +$78.2K +2,446 +23%
ACP
262
Aviance Capital Partners
Florida
$415K -$1.89K -59 -0.5%
JMPWA
263
JP Morgan Private Wealth Advisors
California
$414K +$4.96K +155 +1%
BFG
264
Berger Financial Group
Minnesota
$409K
FWM
265
Fortress Wealth Management
California
$397K -$17.1K -534 -4%
MMA
266
Miracle Mile Advisors
California
$388K +$8.15K +255 +2%
SWM
267
Seed Wealth Management
Illinois
$385K
CCWM
268
Cassaday & Co Wealth Management
Virginia
$385K
V
269
ViaWealth
Kansas
$379K -$8.15K -255 -2%
KPWS
270
Kestra Private Wealth Services
Texas
$376K
TFS
271
Thoroughbred Financial Services
Tennessee
$376K +$125K +3,924 +51%
WCM
272
Whitener Capital Management
North Carolina
$375K +$24.7K +774 +7%
KJWM
273
Kiley Juergens Wealth Management
Washington
$374K -$1.6K -50 -0.4%
ECM
274
Evergreen Capital Management
Washington
$368K +$364K +11,394 New
SCM
275
SOL Capital Management
Maryland
$366K

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.