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Schwab Fundamental International Large Company Index ETF

233 hedge funds and large institutions have $4.09B invested in Schwab Fundamental International Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 79 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

41% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 56

20% more funds holding

Funds holding: 194233 (+39)

12% more capital invested

Capital invested by funds: $3.66B → $4.09B (+$436M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.62% more ownership

Funds ownership: 82.41%84.03% (+1.6%)

Holders
233
Holders Change
+39
Holders Change %
+20.1%
% of All Funds
4.59%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
57
Increased
79
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Advisory Alpha
Michigan
$1.1M +$14K +491 +1%
KLI
77
Kelman-Lazarov Inc
Tennessee
$1.09M +$68.4K +2,400 +7%
3C
78
361 Capital
Colorado
$1.06M +$93.1K +3,269 +10%
JIP
79
JBJ Investment Partners
South Carolina
$1.04M
OCPWS
80
One Charles Private Wealth Services
Massachusetts
$966K +$952K +33,410 New
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$951K +$47.3K +1,659 +5%
AC
82
Avestar Capital
New York
$945K -$118K -4,126 -11%
MWM
83
Madison Wealth Management
Ohio
$941K +$927K +32,539 New
PA
84
Parallel Advisors
California
$926K +$10.7K +376 +1%
FA
85
Faithward Advisors
Pennsylvania
$925K -$49.1K -1,725 -5%
DAS
86
Dynamic Advisor Solutions
Arizona
$908K -$44.4K -1,557 -5%
KM
87
Kalos Management
Georgia
$865K +$419K +14,702 +95%
ADL
88
Asset Dedication LLC
California
$856K +$70.9K +2,489 +9%
SWP
89
Stratos Wealth Partners
Ohio
$837K +$119K +4,193 +17%
CFO
90
CVA Family Office
Colorado
$816K +$804K +28,210 New
LJAC
91
L.J. Altfest & Co
New York
$813K +$3.67K +129 +0.5%
MML Investors Services
92
MML Investors Services
Massachusetts
$811K +$21.7K +763 +3%
MWM
93
Merriman Wealth Management
Washington
$800K -$242K -8,509 -24%
S
94
Surevest
California
$783K +$771K +27,062 New
ACP
95
Aviance Capital Partners
Florida
$769K +$218K +7,659 +40%
RJFSA
96
Raymond James Financial Services Advisors
Florida
$757K +$15.1K +530 +2%
MAS
97
Managed Account Services
Florida
$739K +$128K +4,506 +21%
FAIM
98
Financial Advocates Investment Management
Washington
$733K +$31.8K +1,116 +5%
PWMG
99
Prestige Wealth Management Group
New Jersey
$723K
IA
100
IFG Advisory
Georgia
$722K +$263K +9,224 +58%

FNDF Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q4 2019, worth a combined $4.09B — up 12% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FNDF positions and 18 closed out — a net gain of 39 holders — while 79 added to existing stakes and 56 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $165M. The largest seller was Jane Street, exiting entirely with an estimated $7.29M sold.

  • 233 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q4 2019, up from 194 in Q3 2019.
  • Funds reported $4.09B of Schwab Fundamental International Large Company Index ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 57 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q4 2019 and 18 closed out, a net change of +39 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $165M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q4 2019 was Jane Street, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2019.