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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
EWA
451
EverSource Wealth Advisors
Alabama
$13.7K +$6.35K +198 +96%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$13.6K
M
453
MOTCO
Texas
$13K
GWS
454
Glassman Wealth Services
Virginia
$12.8K
RIL
455
Rothschild Investment LLC
Illinois
$12.5K +$11.9K +371 New
ATC
456
Adirondack Trust Company
New York
$12.3K
JFGIW
457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3K +$5.42K +169 +87%
AEPWM
458
Atlantic Edge Private Wealth Management
Florida
$12K +$11.4K +356 New
BCPWM
459
Bradley & Co Private Wealth Management
Florida
$11.9K +$11.3K +352 New
WT
460
Washington Trust
Rhode Island
$11.5K
RF
461
Robinswood Financial
Washington
$11.4K
AW
462
Avion Wealth
Texas
$11K +$192 +6 +2%
WWM
463
Wolff Wiese Magana
California
$9.95K -$24.5K -765 -72%
MRCM
464
M&R Capital Management
New Jersey
$9.75K
KWAG
465
Kiely Wealth Advisory Group
North Carolina
$9.42K +$9.07K +283 New
RFA
466
Register Financial Advisors
Georgia
$9.32K +$8.85K +276 New
AIC
467
Archer Investment Corporation
Indiana
$8.94K
GWSA
468
Global Wealth Strategies & Associates
Colorado
$8.74K
BL
469
BFSG LLC
California
$8.3K +$7.88K +246 New
LWA
470
Lowe Wealth Advisors
Maryland
$7.66K
HFS
471
Hantz Financial Services
Michigan
$7K
HWA
472
Heritage Wealth Advisors
Virginia
$6.58K +$6.25K +195 New
CIA
473
Cape Investment Advisory
Georgia
$5.9K +$96 +3 +2%
WWMSC
474
Wagner Wealth Management (South Carolina)
South Carolina
$5.81K +$705 +22 +15%
LPP
475
Life Planning Partners
Florida
$5.57K +$5.29K +165 New

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.