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
SFWA
101
Summit Financial Wealth Advisors
Louisiana
$229K +$32.6K +1,096 +16%
WCM
102
Whitener Capital Management
North Carolina
$222K +$221K +7,440 New
AFP
103
Ausdal Financial Partners
Iowa
$213K +$211K +7,100 New
WCF
104
West Coast Financial
California
$211K +$209K +7,044 New
WA
105
WESPAC Advisors
California
$201K +$200K +6,717 New
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$153K +$83.9K +2,823 +124%
JFGIW
107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
JP Morgan Chase
108
JP Morgan Chase
New York
$144K +$109K +3,662 +314%
AA
109
Ancora Advisors
Ohio
$105K +$104K +3,497 New
GAM
110
Gemmer Asset Management
California
$99K +$6.15K +207 +7%
LYV
111
Live Your Vision
Pennsylvania
$87K
SWP
112
Stratos Wealth Partners
Ohio
$87K +$86.6K +2,913 New
APP
113
Avantax Planning Partners
Iowa
$76K +$75.2K +2,531 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$68K -$117K -3,927 -63%
PO
115
Private Ocean
California
$64K +$44.1K +1,483 +230%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$45K -$8.44K -284 -16%
AA
117
Advisory Alpha
Michigan
$38K +$41.3K +1,389 New
CTB
118
Country Trust Bank
Illinois
$36K
DWM
119
Destination Wealth Management
California
$35K -$51.8K -1,743 -60%
BFC
120
Bedel Financial Consulting
Indiana
$32K
CWA
121
Clarus Wealth Advisors
Arizona
$30K
VFA
122
Valeo Financial Advisors
Indiana
$27K -$10.7K -361 -27%
ME
123
McIlrath & Eck
Washington
$25K
CPIG
124
Chicago Partners Investment Group
Illinois
$21K
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$20K +$20K +672 New

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.