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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
JWM
51
Janiczek Wealth Management
Colorado
$1.94M -$38.2K -1,412 -2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.82M -$83K -3,071 -4%
BFO
53
Biltmore Family Office
North Carolina
$1.76M -$779K -28,800 -31%
TA
54
TMD & Associates
Arizona
$1.65M -$788K -29,135 -33%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.58M +$237K +8,783 +18%
LA
56
LVW Advisors
New York
$1.58M +$274K +10,130 +22%
AF
57
Advisornet Financial
Minnesota
$1.55M -$9.46K -350 -0.6%
ADL
58
Asset Dedication LLC
California
$1.54M -$24.9K -922 -2%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$1.45M +$121K +4,489 +9%
ECG
60
Edge Capital Group
Georgia
$1.41M
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$952K +35,197 +17,338%
FSWA
62
Financial Synergies Wealth Advisors
Texas
$1.14M +$1.11M +41,188 New
LRIA
63
Leonard Rickey Investment Advisors
Washington
$1.11M +$124K +4,603 +13%
MWM
64
Merriman Wealth Management
Washington
$1.01M -$913K -33,787 -48%
LJAC
65
L.J. Altfest & Co
New York
$979K -$27.7K -1,023 -3%
MML Investors Services
66
MML Investors Services
Massachusetts
$977K +$311K +11,500 +48%
CC
67
Callan Capital
California
$965K -$116K -4,273 -11%
AC
68
Avestar Capital
New York
$937K -$469K -17,334 -33%
LPL Financial
69
LPL Financial
California
$884K -$14.8K -548 -2%
Creative Planning
70
Creative Planning
Kansas
$867K -$20K -739 -2%
SWP
71
Stratos Wealth Partners
Ohio
$829K -$71.1K -2,631 -8%
PWMG
72
Prestige Wealth Management Group
New Jersey
$824K -$62.6K -2,317 -7%
KLI
73
Kelman-Lazarov Inc
Tennessee
$818K +$463K +17,128 +137%
CWM
74
Capital Wealth Management
Rhode Island
$699K +$159K +5,882 +30%
SCM
75
SOL Capital Management
Maryland
$679K -$4.05K -150 -0.6%

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.