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Schwab Fundamental International Large Company Index ETF

438 hedge funds and large institutions have $8.11B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 127

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $7.52B → $8.11B (+$599M)

2% more funds holding

Funds holding: 429438 (+9)

0.19% less ownership

Funds ownership: 78.2%78.01% (-0.19%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
438
Holders Change
+9
Holders Change %
+2.1%
% of All Funds
6.88%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.79%
New
48
Increased
201
Reduced
127
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
Exencial Wealth Advisors
Oklahoma
$29M -$348K -10,894 -1%
MWA
27
MFA Wealth Advisors
Pennsylvania
$28.4M +$683K +21,375 +2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$28.1M -$1.1M -34,296 -4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$26.7M +$4.92M +153,799 +23%
CFO
30
CVA Family Office
Colorado
$25M +$1.51M +47,130 +6%
CA
31
Capital Advantage
California
$24.8M +$916K +28,641 +4%
AFA
32
Arlington Financial Advisors
California
$24.5M +$617K +19,309 +3%
CAWM
33
Capital Advisors Wealth Management
Washington
$21.5M +$6.56M +205,328 +45%
PAG
34
Private Advisor Group
New Jersey
$21M +$617K +19,285 +3%
VCM
35
Verde Capital Management
Michigan
$20.7M +$356K +11,124 +2%
OWM
36
Opes Wealth Management
California
$20.4M +$714K +22,323 +4%
Osaic Holdings
37
Osaic Holdings
Arizona
$19.7M -$6.87M -214,784 -26%
LIM
38
Leavell Investment Management
Alabama
$19.4M +$1.3M +40,755 +7%
TWM
39
Tradition Wealth Management
Minnesota
$19M +$963K +30,120 +5%
BIA
40
Barry Investment Advisors
Massachusetts
$18.5M +$936K +29,260 +5%
WMG
41
WESCAP Management Group
California
$18.3M -$606K -18,967 -3%
HighTower Advisors
42
HighTower Advisors
Illinois
$18.2M +$1.12M +34,984 +7%
CWM
43
Cabot Wealth Management
Massachusetts
$17.9M -$338K -10,581 -2%
CST
44
Charles Schwab Trust
Nevada
$17.7M -$345K -10,798 -2%
BIA
45
Bell Investment Advisors
California
$17.4M +$1.37M +42,734 +9%
OCG
46
Opus Capital Group
Ohio
$17.3M +$27.6K +863 +0.2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$16.4M +$931K +29,110 +6%
JBA
48
Johnson Bixby & Associates
Washington
$16.1M +$517K +16,159 +3%
LF
49
Lee Financial
Texas
$15.9M -$13.2M -413,377 -46%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$15.7M +$9.37K +293 +0.1%

FNDF Hedge Fund Activity: Q2 2023 in Review

438 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2023, worth a combined $8.11B — up 8% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FNDF positions and 33 closed out — a net gain of 15 holders — while 201 added to existing stakes and 127 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $338M. The largest seller was Jane Street, cutting an estimated $84.3M.

  • 438 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2023, up from 429 in Q1 2023.
  • Funds reported $8.11B of Schwab Fundamental International Large Company Index ETF stock for Q2 2023, up 8% quarter-over-quarter.
  • 48 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2023 and 33 closed out, a net change of +15 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $338M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2023 was Jane Street, an estimated $84.3M sold.

Based on aggregated 13F filings for Q2 2023.