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Schwab Fundamental International Large Company Index ETF

440 hedge funds and large institutions have $8.18B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 116

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

1% more capital invested

Capital invested by funds: $8.11B → $8.18B (+$65.7M)

0% more funds holding

Funds holding: 438440 (+2)

0.84% less ownership

Funds ownership: 78.01%77.17% (-0.84%)

Holders
440
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
6.98%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.83%
New
43
Increased
198
Reduced
116
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
301
Foster Victor Wealth Advisors
South Carolina
$287K +$292 +9 +0.1%
NA
302
NewEdge Advisors
Louisiana
$282K +$11.4K +352 +4%
Lido Advisors
303
Lido Advisors
California
$282K +$84.6K +2,608 +41%
OFG
304
Oxford Financial Group
Indiana
$275K
NB
305
NBT Bank
New York
$270K
MFG
306
Mainsail Financial Group
Washington
$268K +$279K +8,606 New
LFG
307
Larson Financial Group
Missouri
$268K -$908 -28 -0.3%
RIA
308
Regal Investment Advisors
Michigan
$267K +$273K +8,430 New
LFA
309
Legacy Financial Advisors
Kentucky
$262K -$650K -20,029 -71%
CS
310
Crescent Sterling
Louisiana
$260K +$52.5K +1,620 +25%
TC
311
TownSquare Capital
Utah
$258K +$264K +8,136 New
EP
312
Eudaimonia Partners
Tennessee
$254K +$14.2K +437 +6%
CPIG
313
Chicago Partners Investment Group
Illinois
$254K +$56.1K +1,728 +26%
SMA
314
Seven Mile Advisory
New Jersey
$253K
NHC
315
Nicholas Hoffman & Company
Georgia
$251K +$34.2K +1,054 +15%
WSTAM
316
Wilbanks Smith & Thomas Asset Management
Virginia
$247K +$25.7K +791 +11%
FWA
317
FSM Wealth Advisors
Ohio
$246K
AF
318
Advisornet Financial
Minnesota
$246K
ECM
319
Elgethun Capital Management
South Dakota
$244K -$24.7K -760 -9%
Empower Advisory Group
320
Empower Advisory Group
Colorado
$241K -$62.1K -1,916 -20%
TPA
321
Trivium Point Advisory
Connecticut
$236K +$249K +7,687 New
TYCC
322
Texas Yale Capital Corp
Florida
$234K
WRPWM
323
Werba Rubin Papier Wealth Management
California
$233K
Northern Trust
324
Northern Trust
Illinois
$232K -$10.2K -315 -4%
NAM
325
NorthCrest Asset Manangement
Minnesota
$222K -$23.8K -735 -9%

FNDF Hedge Fund Activity: Q3 2023 in Review

440 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q3 2023, worth a combined $8.18B — up 0.81% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FNDF positions and 34 closed out — a net gain of 9 holders — while 198 added to existing stakes and 116 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $86M. The largest seller was Brinker Capital Investments, cutting an estimated $47.8M.

  • 440 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q3 2023, up from 438 in Q2 2023.
  • Funds reported $8.18B of Schwab Fundamental International Large Company Index ETF stock for Q3 2023, up 0.81% quarter-over-quarter.
  • 43 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q3 2023 and 34 closed out, a net change of +9 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $86M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $47.8M sold.

Based on aggregated 13F filings for Q3 2023.