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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
AAS
326
Ameritas Advisory Services
Nebraska
$213K -$190K -5,942 -47%
JIC
327
Johnson Investment Counsel
Ohio
$210K +$208K +6,519 New
Truist Financial
328
Truist Financial
North Carolina
$210K +$208K +6,503 New
Lido Advisors
329
Lido Advisors
California
$204K -$38.5K -1,205 -16%
OIA
330
OneDigital Investment Advisors
Kansas
$203K +$201K +6,278 New
PP
331
PDS Planning
Ohio
$202K +$200K +6,268 New
GI
332
Gradient Investments
Minnesota
$202K +$2.33K +73 +1%
BWP
333
Balboa Wealth Partners
Arizona
$202K +$200K +6,241 New
LG
334
Leuthold Group
Minnesota
$201K -$45.2K -1,415 -19%
WP
335
WealthPLAN Partners
Nebraska
$200K +$22.2K +694 +13%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$180K +$19K +595 +12%
CFD
337
Creative Financial Designs
Indiana
$177K +$55.7K +1,743 +47%
NCM
338
Northwest Capital Management
Oregon
$176K +$174K +5,455 New
AP
339
Arlington Partners
Alabama
$162K +$161K +5,027 New
BTI
340
Blue Trust Inc
Georgia
$151K -$52.7K -1,648 -25%
BL
341
Balentine LLC
Georgia
$149K +$148K +4,616 New
GIA
342
GHP Investment Advisors
Colorado
$147K -$37.2K -1,163 -20%
SPIA
343
Steward Partners Investment Advisory
New York
$143K -$7.67K -240 -5%
VCM
344
Vigilant Capital Management
Maine
$140K +$160 +5 +0.1%
MA
345
MCF Advisors
Kentucky
$132K
PMFA
346
Plante Moran Financial Advisors
Michigan
$126K +$2.37K +74 +2%
HI
347
Harbour Investments
Wisconsin
$126K -$651K -20,355 -84%
FHA
348
First Horizon Advisors
Tennessee
$117K
S
349
SignatureFD
Georgia
$109K +$104K +3,247 +2,823%
LC
350
Lindbrook Capital
California
$108K

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.