We are live on ! Find out more
FNDF icon

Schwab Fundamental International Large Company Index ETF

148 hedge funds and large institutions have $3.25B invested in Schwab Fundamental International Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

62% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $3B → $3.25B (+$246M)

7% more funds holding

Funds holding: 138148 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.37% less ownership

Funds ownership: 78.33%77.96% (-0.37%)

Holders
148
Holders Change
+10
Holders Change %
+7.25%
% of All Funds
3.38%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
28
Increased
55
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$967K +$282K +9,484 +42%
SHA
52
Seneca House Advisors
Virginia
$942K +$332K +11,184 +55%
MIH
53
Madison Investment Holdings
Wisconsin
$923K +$146K +4,907 +19%
DP
54
Denver PWM
Colorado
$894K +$956K +32,169 New
BF
55
BOK Financial
Oklahoma
$869K -$436K -14,685 -34%
CHJWM
56
Carlton Hofferkamp & Jenks Wealth Management
Texas
$773K -$23.8K -800 -3%
PP
57
PDS Planning
Ohio
$771K +$765K +25,748 New
ACP
58
Aviance Capital Partners
Florida
$734K +$63.8K +2,146 +10%
SCM
59
SOL Capital Management
Maryland
$726K
WIA
60
Wealthstreet Investment Advisors
Texas
$704K +$6.54K +220 +0.9%
LPL Financial
61
LPL Financial
California
$647K +$170K +5,708 +36%
TA
62
Tiedemann Advisors
New York
$610K
EAM
63
Evanson Asset Management
California
$554K
Morgan Stanley
64
Morgan Stanley
New York
$549K +$121K +4,059 +28%
CWM
65
Capital Wealth Management
Rhode Island
$538K -$15.7K -529 -3%
FA
66
FDx Advisors
Illinois
$522K +$518K +17,425 New
JWM
67
Janiczek Wealth Management
Colorado
$503K +$36.6K +1,232 +8%
AG
68
Advisor Group
Arizona
$496K +$91.3K +3,073 +23%
CG
69
Colony Group
Massachusetts
$489K +$99.6K +3,350 +26%
VNA
70
Valley National Advisers
Pennsylvania
$485K +$53.2K +1,789 +12%
LIA
71
LBMC Investment Advisors
Tennessee
$466K
NDSI
72
Newman Dignan & Sheerar Inc
Rhode Island
$465K
W
73
Wealthfront
California
$455K -$25.3K -850 -5%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$411K +$408K +13,731 New
US Bancorp
75
US Bancorp
Minnesota
$407K -$29.5K -993 -7%

FNDF Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q3 2018, worth a combined $3.25B — up 8.2% from $3B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FNDF positions and 16 closed out — a net gain of 12 holders — while 55 added to existing stakes and 34 trimmed.

The largest buyer was BRR OpCo, adding an estimated $127M. The largest seller was Jane Street, cutting an estimated $23.3M.

  • 148 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q3 2018, up from 138 in Q2 2018.
  • Funds reported $3.25B of Schwab Fundamental International Large Company Index ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 28 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q3 2018 and 16 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q3 2018 was BRR OpCo, an estimated $127M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q3 2018 was Jane Street, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2018.