We are live on ! Find out more
FNDF icon

Schwab Fundamental International Large Company Index ETF

194 hedge funds and large institutions have $3.66B invested in Schwab Fundamental International Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 183194 (+11)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

4% more capital invested

Capital invested by funds: $3.5B → $3.66B (+$155M)

0.41% more ownership

Funds ownership: 82%82.41% (+0.41%)

Holders
194
Holders Change
+11
Holders Change %
+6.01%
% of All Funds
4.25%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
29
Increased
64
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.89M -$542K -19,978 -23%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$70.3K +2,591 +4%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$1.8M -$253K -9,325 -13%
DP
54
Denver PWM
Colorado
$1.78M -$94.2K -3,475 -5%
SA
55
Shilanski & Associates
Alaska
$1.7M +$30.7K +1,132 +2%
ECG
56
Edge Capital Group
Georgia
$1.52M +$3.44K +127 +0.2%
FSWA
57
Financial Synergies Wealth Advisors
Texas
$1.45M +$98.7K +3,639 +7%
EWM
58
Empirical Wealth Management
Washington
$1.43M +$1.17M +43,004 +490%
BFO
59
Biltmore Family Office
North Carolina
$1.24M -$147K -5,417 -11%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$1.23M -$165K -6,074 -12%
LRIA
61
Leonard Rickey Investment Advisors
Washington
$1.21M -$196K -7,240 -14%
Prudential Financial
62
Prudential Financial
New Jersey
$1.18M +$1.16M +42,752 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.18M
CWM
64
Capital Wealth Management
Rhode Island
$1.11M +$330K +12,161 +43%
AC
65
Avestar Capital
New York
$1.02M -$5.4K -199 -0.5%
LPL Financial
66
LPL Financial
California
$1.01M +$154K +5,670 +18%
AA
67
Advisory Alpha
Michigan
$1.01M +$285K +10,527 +39%
CGL
68
Clarius Group LLC
Washington
$1.01M
MWM
69
Merriman Wealth Management
Washington
$997K -$4.5K -166 -0.5%
LNC
70
Lincoln National Corp
Pennsylvania
$996K +$980K +36,134 New
CC
71
Callan Capital
California
$992K -$81 -3 -0%
JIP
72
JBJ Investment Partners
South Carolina
$990K -$2.2M -81,209 -69%
Creative Planning
73
Creative Planning
Kansas
$981K +$92.1K +3,395 +11%
KLI
74
Kelman-Lazarov Inc
Tennessee
$973K +$230K +8,500 +32%
FA
75
Faithward Advisors
Pennsylvania
$929K +$914K +33,699 New

FNDF Hedge Fund Activity: Q3 2019 in Review

194 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q3 2019, worth a combined $3.66B — up 4.4% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FNDF positions and 17 closed out — a net gain of 12 holders — while 64 added to existing stakes and 61 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $177M. The largest seller was United Services Automobile Association, cutting an estimated $189M.

  • 194 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q3 2019, up from 183 in Q2 2019.
  • Funds reported $3.66B of Schwab Fundamental International Large Company Index ETF stock for Q3 2019, up 4.4% quarter-over-quarter.
  • 29 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q3 2019 and 17 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q3 2019 was Victory Capital Management, an estimated $177M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q3 2019 was United Services Automobile Association, an estimated $189M sold.

Based on aggregated 13F filings for Q3 2019.