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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
PWS
501
Paragon Wealth Strategies
Florida
-$40.5M -1,280,283 Closed
CW
502
Connectus Wealth
Ohio
-$15M -474,697 Closed
SA
503
SFI Advisors
New Jersey
-$1.4M -44,235 Closed
PWM
504
Prosperity Wealth Management
California
-$1.12M -35,432 Closed
BI
505
Berkeley Inc
Idaho
-$742K -23,434 Closed
GBWM
506
Granite Bay Wealth Management
New Hampshire
-$681K -20,661 Closed
DJSG
507
D.J. St. Germain
Massachusetts
-$465K -14,670 Closed
CWM
508
Congress Wealth Management
Massachusetts
-$330K -10,418 Closed
TF
509
Theory Financial
Colorado
-$213K -6,718 Closed
SSWM
510
Sheets Smith Wealth Management
North Carolina
-$66.5K -2,100 Closed
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
-$47.2K -1,489 Closed
RIA
512
Realta Investment Advisors
Delaware
-$15K -464 Closed
AAP
513
Arax Advisory Partners
Colorado
-$13.2K -417 Closed
SCA
514
Stonebridge Capital Advisors
Minnesota
-$7.92K -250 Closed
CAL
515
Capital Analysts LLC
Pennsylvania
-$7K -217 Closed
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
-$6.59K -208 Closed
SFC
517
SYM Financial Corp
Indiana
-$3.96K -125 Closed
CWP
518
Concord Wealth Partners
Virginia
-$3.4K -107 Closed
TRCT
519
Tower Research Capital (TRC)
New York
-$3.17K -100 Closed
MIM
520
Macroview Investment Management
Maryland
-$2.72K -86 Closed
PCA
521
Providence Capital Advisors
North Carolina
-$2.19K -69 Closed
AssetMark Inc
522
AssetMark Inc
California
-$1.9K -60 Closed
CCMI
523
Creative Capital Management Investments
California
-$1.33K -42 Closed
IPW
524
Impact Partnership Wealth
Georgia
-$1.27K -40 Closed
RCM
525
Raleigh Capital Management
North Carolina
-$1.04K -33 Closed

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.