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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
OIA
101
OneDigital Investment Advisors
Kansas
$459K -$474K -17,487 -51%
BF
102
BOK Financial
Oklahoma
$456K -$11.2K -414 -2%
KM
103
Kalos Management
Georgia
$446K -$136K -5,006 -24%
PP
104
PDS Planning
Ohio
$436K
IA
105
IFG Advisory
Georgia
$434K +$428K +15,775 New
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$431K +$220K +8,110 +109%
LIA
107
LBMC Investment Advisors
Tennessee
$429K
FVWA
108
Foster Victor Wealth Advisors
South Carolina
$405K +$9.16K +338 +2%
AFP
109
Ausdal Financial Partners
Iowa
$404K +$14.5K +533 +4%
PGAM
110
Princeton Global Asset Management
New Jersey
$397K +$88.2K +3,251 +29%
CHJWM
111
Carlton Hofferkamp & Jenks Wealth Management
Texas
$388K +$13.6K +500 +4%
SWA
112
Stratos Wealth Advisors
Ohio
$383K +$377K +13,888 New
KJWM
113
Kiley Juergens Wealth Management
Washington
$377K +$34.6K +1,275 +10%
SHA
114
Seneca House Advisors
Virginia
$376K -$24.7K -910 -6%
PA
115
Paracle Advisors
Washington
$356K
Betterment LLC
116
Betterment LLC
New York
$354K
HFA
117
Huber Financial Advisors
Illinois
$353K -$142K -5,220 -29%
CCM
118
Cribstone Capital Management
Maine
$351K
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$325K -$48.9K -1,805 -13%
CWM
120
Cedar Wealth Management
California
$317K +$115K +4,254 +59%
WA
121
Wealth Architects
California
$303K +$13.6K +503 +5%
AP
122
Appleton Partners
Massachusetts
$293K -$17.4K -640 -6%
QCG
123
Quadrant Capital Group
Ohio
$282K
BEAM
124
Baker Ellis Asset Management
Washington
$267K
IIC
125
Ironwood Investment Counsel
Arizona
$264K -$8K -295 -3%

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.