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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
S
401
SignatureFD
Georgia
$91.3K -$21K -654 -19%
TAM
402
Townsend Asset Management
North Carolina
$89.1K +$641 +20 +0.8%
SIS
403
Sound Income Strategies
Florida
$80.9K +$70.6K +2,204 +1,136%
US Bancorp
404
US Bancorp
Minnesota
$73.8K -$80.6K -2,515 -53%
PK
405
Pflug Koory
Nebraska
$73.6K
BSB
406
Bangor Savings Bank
Maine
$71.2K +$67.6K +2,110 New
AWM
407
Avior Wealth Management
Nebraska
$65.8K
FA
408
Faithward Advisors
Pennsylvania
$61.4K -$18.8K -588 -24%
PNC Financial Services Group
409
PNC Financial Services Group
Pennsylvania
$60.7K -$120K -3,751 -68%
AT
410
Arlington Trust
Alabama
$60.2K +$57.2K +1,786 New
WAS
411
Winch Advisory Services
Wisconsin
$58.9K
LC
412
Lindbrook Capital
California
$57.5K -$52.8K -1,646 -49%
Bessemer Group
413
Bessemer Group
New Jersey
$52K +$49.6K +1,548 New
CJ
414
Caitlin John
Michigan
$50.4K +$47.9K +1,493 New
ANBT
415
American National Bank & Trust
Texas
$49.4K +$47K +1,466 New
Citigroup
416
Citigroup
New York
$49.1K +$192 +6 +0.4%
MFA
417
McClarren Financial Advisors
Pennsylvania
$49K +$1.09K +34 +2%
Qube Research & Technologies (QRT)
418
Qube Research & Technologies (QRT)
United Kingdom
$44.1K +$39.6K +1,234 +1,668%
CWM
419
Cedar Wealth Management
California
$43.8K
CPA
420
Cardiff Park Advisors
California
$40.5K
FCT
421
Family Capital Trust
Massachusetts
$38.6K
BC
422
Bartlett & Co
Ohio
$38K
BCWM
423
Bartlett & Co Wealth Management
Ohio
$37.6K
SRCM
424
Signature Resources Capital Management
California
$37.2K +$35.4K +1,104 New
TFG
425
Team Financial Group
California
$36.5K

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.