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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
LFG
276
Larson Financial Group
Missouri
$477K +$182K +5,685 +67%
PAS
277
Park Avenue Securities
New York
$476K +$8.69K +271 +2%
CCA
278
Clarity Capital Advisors
Florida
$475K +$451K +14,085 New
SPC
279
Sigma Planning Corp
Michigan
$462K -$714K -22,283 -62%
WWP
280
WR Wealth Planners
Missouri
$460K -$2.63K -82 -0.6%
Financial Engines Advisors
281
Financial Engines Advisors
California
$457K -$10.9K -340 -2%
TFS
282
Thoroughbred Financial Services
Tennessee
$453K +$1.89K +59 +0.4%
VCM
283
Versant Capital Management
Arizona
$447K +$5.51K +172 +1%
WA
284
WESPAC Advisors
California
$446K
ECM
285
Evergreen Capital Management
Washington
$429K +$65.4K +2,040 +19%
BFG
286
Berger Financial Group
Minnesota
$428K
SWM
287
Spire Wealth Management
Virginia
$424K -$54.1K -1,689 -12%
WCM
288
Whitener Capital Management
North Carolina
$422K +$5.48K +171 +1%
BAM
289
BOS Asset Management
Illinois
$421K +$400K +12,479 New
EA
290
Eudaimonia Advisors
Tennessee
$420K -$14.8K -463 -4%
CWM
291
Centurion Wealth Management
Virginia
$419K -$57.8K -1,802 -13%
Truist Financial
292
Truist Financial
North Carolina
$419K +$33.8K +1,056 +9%
PWS
293
Precision Wealth Strategies
Missouri
$418K +$288 +9 +0.1%
ACP
294
Aviance Capital Partners
Florida
$416K -$16.2K -504 -4%
Northern Trust
295
Northern Trust
Illinois
$416K +$160K +4,984 +68%
SF
296
Synovus Financial
Georgia
$413K +$392K +12,242 New
VPIM
297
Vanguard Personalized Indexing Management
California
$412K +$391K +12,212 New
EP
298
Eudaimonia Partners
Tennessee
$407K +$129K +4,020 +50%
BMCM
299
Burns Matteson Capital Management
New York
$405K -$137K -4,271 -26%
RWM
300
Ritholtz Wealth Management
New York
$403K +$383K +11,934 New

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.