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Schwab Fundamental International Large Company Index ETF

180 hedge funds and large institutions have $3.17B invested in Schwab Fundamental International Large Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $2.82B → $3.17B (+$344M)

10% more funds holding

Funds holding: 163180 (+17)

2% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 59

0.18% more ownership

Funds ownership: 77.31%77.49% (+0.18%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
180
Holders Change
+17
Holders Change %
+10.43%
% of All Funds
3.9%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
29
Increased
60
Reduced
59
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
PrairieView Partners
Minnesota
$4.94M -$210K -7,779 -4%
SIAS
27
Shine Investment Advisory Services
Colorado
$4.86M -$566K -20,936 -11%
GWM
28
Geneos Wealth Management
Colorado
$4.76M +$571K +21,126 +14%
FFN
29
Focus Financial Network
Minnesota
$4.01M +$3.93M +145,387 New
RF
30
RHS Financial
California
$3.99M -$187K -6,933 -5%
UCFA
31
United Capital Financial Advisors
Texas
$3.93M +$216K +7,996 +6%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3.9M -$995K -36,801 -21%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.88M +$317K +11,709 +9%
HSA
34
HBK Sorce Advisory
Pennsylvania
$3.86M -$1.66M -61,236 -30%
VNA
35
Valley National Advisers
Pennsylvania
$3.79M -$195K -7,220 -5%
BCI
36
Brinker Capital Investments
Pennsylvania
$3.78M -$56.5K -2,090 -2%
HWA
37
HHM Wealth Advisors
Tennessee
$3.76M +$97.1K +3,592 +3%
CGL
38
Clarius Group LLC
Washington
$3.5M
SWM
39
SVA Wealth Management
Wisconsin
$2.96M -$2M -74,079 -41%
UBS Group
40
UBS Group
Switzerland
$2.78M -$148K -5,464 -5%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$2.68M +$140K +5,184 +6%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2.58M +$252K +9,325 +11%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.51M +$2.46M +90,930 New
MIAN
44
Mariner Independent Advisor Network
Kansas
$2.5M -$226K -8,353 -9%
BIA
45
Barry Investment Advisors
Massachusetts
$2.23M +$394K +14,566 +22%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.22M -$5.82M -215,450 -73%
MAG
47
Mokosak Advisory Group
Iowa
$2.16M -$24.6K -910 -1%
HFS
48
Howard Financial Services
Texas
$2.07M -$106K -3,910 -5%
DP
49
Denver PWM
Colorado
$2.06M +$117K +4,335 +6%
BWA
50
BlueSky Wealth Advisors
North Carolina
$1.95M -$5K -185 -0.3%

FNDF Hedge Fund Activity: Q1 2019 in Review

180 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q1 2019, worth a combined $3.17B — up 12% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FNDF positions and 10 closed out — a net gain of 19 holders — while 60 added to existing stakes and 59 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $95.2M. The largest seller was BlackRock, cutting an estimated $29.2M.

  • 180 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q1 2019, up from 163 in Q4 2018.
  • Funds reported $3.17B of Schwab Fundamental International Large Company Index ETF stock for Q1 2019, up 12% quarter-over-quarter.
  • 29 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q1 2019 and 10 closed out, a net change of +19 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $95.2M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q1 2019 was BlackRock, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2019.