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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
BWP
376
Balboa Wealth Partners
Arizona
$208K +$198K +6,181 New
GI
377
Gradient Investments
Minnesota
$208K -$16.3K -507 -8%
HR
378
Howe & Rusling
New York
$207K +$75.2K +2,345 +62%
CAG
379
Csenge Advisory Group
Florida
$203K +$193K +6,024 New
PA
380
Parallel Advisors
California
$203K -$9.97K -311 -5%
VFA
381
Valeo Financial Advisors
Indiana
$201K +$191K +5,949 New
MA
382
MCF Advisors
Kentucky
$186K +$19.4K +604 +12%
NCM
383
Northwest Capital Management
Oregon
$184K
CIAS
384
Capital Investment Advisory Services
North Carolina
$179K +$47.3K +1,477 +39%
AF
385
Allworth Financial
California
$174K
NS
386
NBC Securities
Alabama
$170K
AWM
387
Abound Wealth Management
Tennessee
$170K +$103K +3,206 +176%
FHA
388
First Horizon Advisors
Tennessee
$168K +$43.6K +1,359 +37%
BL
389
Balentine LLC
Georgia
$156K
GIA
390
GHP Investment Advisors
Colorado
$155K +$2.34K +73 +2%
MCM
391
MidAtlantic Capital Management
Virginia
$153K +$145K +4,533 New
SPIA
392
Steward Partners Investment Advisory
New York
$145K +$64 +2 +0%
HI
393
Harbour Investments
Wisconsin
$142K -$5.26K -164 -4%
ST
394
Smithfield Trust
Pennsylvania
$136K +$129K +4,040 New
PMFA
395
Plante Moran Financial Advisors
Michigan
$131K -$3.91K -122 -3%
AC
396
AlphaCore Capital
California
$130K
IGWM
397
ICA Group Wealth Management
Colorado
$109K +$103K +3,227 New
IWA
398
Icon Wealth Advisors
Texas
$107K +$102K +3,170 New
PS
399
Planned Solutions
California
$98.5K +$93.6K +2,920 New
TF
400
Tompkins Financial
New York
$94.6K +$14.9K +466 +20%

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.