We are live on ! Find out more
FNDF icon

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
EFG
276
Everhart Financial Group
Ohio
$362K
IIC
277
Integrated Investment Consultants
Michigan
$351K +$7.74K +242 +2%
CPA
278
Cardiff Park Advisors
California
$345K +$3.26K +102 +1%
Citadel Advisors
279
Citadel Advisors
Florida
$345K -$20.1M -627,977 -98%
SWM
280
Spire Wealth Management
Virginia
$336K -$55K -1,721 -14%
CBFP
281
Cedar Brook Financial Partners
Ohio
$334K +$288 +9 +0.1%
CWM
282
Congress Wealth Management
Massachusetts
$333K
AA
283
Addison Advisors
Vermont
$330K -$1.05K -33 -0.3%
SWM
284
Sugarloaf Wealth Management
Georgia
$329K +$326K +10,203 New
VWA
285
V Wealth Advisors
Kansas
$326K +$76.8K +2,402 +31%
CWM
286
Centurion Wealth Management
Virginia
$325K +$10.8K +337 +3%
LFA
287
Lauterbach Financial Advisors
Texas
$312K -$13.8K -432 -4%
MFC
288
Morris Financial Concepts
South Carolina
$311K -$5.92K -185 -2%
AWS
289
Atria Wealth Solutions
New York
$309K -$451K -14,113 -60%
Empower Advisory Group
290
Empower Advisory Group
Colorado
$308K +$70.3K +2,198 +30%
NRI
291
NFP Retirement Inc
California
$304K +$9.97K +312 +3%
DOA
292
D'Orazio & Associates
Virginia
$302K +$448 +14 +0.1%
Wealthfront Advisers
293
Wealthfront Advisers
California
$300K +$66.7K +2,086 +29%
WF
294
Warner Financial
Maryland
$299K +$11.7K +365 +4%
FVWA
295
Foster Victor Wealth Advisors
South Carolina
$294K -$10.4K -326 -3%
AL
296
ADE LLC
Maryland
$293K -$9.59K -300 -3%
BWM
297
BerganKDV Wealth Management
Minnesota
$291K
FFA
298
Farther Finance Advisors
California
$289K -$22K -688 -7%
FLPIM
299
F.L. Putnam Investment Management
Massachusetts
$287K +$285K +8,902 New
IAA
300
Independent Advisor Alliance
North Carolina
$287K -$423K -13,225 -60%

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.