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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
UCFA
101
United Capital Financial Advisors
Texas
$699K +$80.9K +2,838 +13%
HFA
102
Hoover Financial Advisors
Pennsylvania
$684K +$674K +23,664 New
WIA
103
Wealthstreet Investment Advisors
Texas
$683K +$14.2K +500 +2%
SCM
104
SOL Capital Management
Maryland
$661K -$2.85K -100 -0.4%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$651K +$198K +6,952 +45%
AG
106
Advisor Group
Arizona
$620K +$11.4K +399 +2%
CWM
107
Cedar Wealth Management
California
$617K +$280K +9,834 +86%
VCM
108
Versant Capital Management
Arizona
$615K +$12K +420 +2%
EAM
109
Evanson Asset Management
California
$589K
SWA
110
Stratos Wealth Advisors
Ohio
$589K +$184K +6,464 +47%
FTI
111
Fiduciary Trust International
Massachusetts
$578K +$570K +20,000 New
SFS
112
Summit Financial Strategies
Ohio
$558K
PA
113
Paracle Advisors
Washington
$557K +$181K +6,363 +49%
JWCA
114
J.W. Cole Advisors
Florida
$551K +$543K +19,059 New
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$533K -$1.45K -51 -0.3%
OIA
116
OneDigital Investment Advisors
Kansas
$492K +$10.1K +356 +2%
IAA
117
Ironsides Asset Advisors
North Carolina
$489K -$11.8K -415 -2%
BF
118
BOK Financial
Oklahoma
$478K
PP
119
PDS Planning
Ohio
$457K
FVWA
120
Foster Victor Wealth Advisors
South Carolina
$457K +$23K +809 +5%
LIA
121
LBMC Investment Advisors
Tennessee
$450K
RC
122
RegentAtlantic Capital
New Jersey
$435K +$428K +15,029 New
TCPWM
123
Traverso Chambers Private Wealth Management
California
$399K +$393K +13,800 New
VFA
124
Valeo Financial Advisors
Indiana
$391K +$208K +7,299 +117%
CHJWM
125
Carlton Hofferkamp & Jenks Wealth Management
Texas
$387K -$12.9K -452 -3%

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.