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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
BWM
326
BCS Wealth Management
Tennessee
$324K +$6.35K +198 +2%
MFC
327
Morris Financial Concepts
South Carolina
$323K -$833 -26 -0.3%
NHC
328
Nicholas Hoffman & Company
Georgia
$320K +$49.9K +1,558 +20%
WPC
329
Wedmont Private Capital
Pennsylvania
$319K
PP
330
PDS Planning
Ohio
$318K +$302K +9,415 New
TPA
331
Trivium Point Advisory
Connecticut
$315K +$53.3K +1,662 +22%
CA
332
Clearstead Advisors
Ohio
$309K +$269K +8,396 +1,096%
AL
333
ADE LLC
Maryland
$306K
FVWA
334
Foster Victor Wealth Advisors
South Carolina
$304K -$4.52K -141 -2%
NA
335
NewEdge Advisors
Louisiana
$301K +$288 +9 +0.1%
Millennium Management
336
Millennium Management
New York
$299K +$284K +8,854 New
CIA
337
Capital Investment Advisors
Georgia
$298K +$284K +8,849 New
HIP
338
HUB Investment Partners
Texas
$297K +$282K +8,813 New
LFA
339
Lauterbach Financial Advisors
Texas
$295K -$29.5K -920 -10%
OFG
340
Oxford Financial Group
Indiana
$293K
V
341
ViaWealth
Kansas
$291K -$108K -3,365 -28%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$290K +$275K +8,589 New
NB
343
NBT Bank
New York
$288K +$32 +1 +0%
RWP
344
RWA Wealth Partners
Massachusetts
$288K +$274K +8,538 New
TSS
345
Two Sigma Securities
New York
$286K -$56.8K -1,772 -17%
Fisher Asset Management
346
Fisher Asset Management
Washington
$286K -$243K -7,568 -47%
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$286K +$60.8K +1,897 +29%
WFL
348
Wealth Forward LLC
North Dakota
$281K +$267K +8,339 New
MFG
349
Mainsail Financial Group
Washington
$279K -$1.31K -41 -0.5%
LFA
350
Legacy Financial Advisors
Kentucky
$273K -$6.35K -198 -2%

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.