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Schwab Fundamental International Large Company Index ETF

438 hedge funds and large institutions have $8.11B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 127

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $7.52B → $8.11B (+$599M)

2% more funds holding

Funds holding: 429438 (+9)

0.19% less ownership

Funds ownership: 78.2%78.01% (-0.19%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
438
Holders Change
+9
Holders Change %
+2.1%
% of All Funds
6.88%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.79%
New
48
Increased
201
Reduced
127
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Aspire Wealth Management
Massachusetts
$5.9M +$358K +11,189 +7%
AL
102
Aspiriant LLC
California
$5.88M +$391K +12,218 +7%
VP
103
Verum Partners
North Carolina
$5.62M -$297K -9,278 -5%
KCPG
104
Kavar Capital Partners Group
Kansas
$5.6M +$272K +8,500 +5%
ACA
105
Ackerman Capital Advisors
Texas
$5.56M -$209K -6,548 -4%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$5.41M +$264K +8,246 +5%
MWM
107
Merriman Wealth Management
Washington
$5.35M -$96.6K -3,020 -2%
LA
108
LVW Advisors
New York
$5.18M +$73.4K +2,295 +1%
SS
109
Sound Stewardship
Kansas
$5.1M -$21.6K -675 -0.4%
KMWM
110
Keudell/Morrison Wealth Management
Oregon
$5.02M -$166K -5,201 -3%
ACP
111
Aveo Capital Partners
Colorado
$4.94M +$654K +20,442 +15%
AA
112
Alesco Advisors
New York
$4.83M -$16.1K -502 -0.3%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$4.83M +$341K +10,680 +8%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$4.68M +$119K +3,718 +3%
IA
115
IFP Advisors
Florida
$4.48M +$103K +3,233 +2%
TCWM
116
Total Clarity Wealth Management
Illinois
$4.41M +$4.37M +136,654 New
NCM
117
Northland Capital Management
Minnesota
$4.4M -$1.26M -39,524 -22%
SL
118
Systelligence LLC
Minnesota
$4.22M +$380K +11,875 +10%
IFS
119
Ifrah Financial Services
Arkansas
$4.14M +$211K +6,612 +5%
SWP
120
Stratos Wealth Partners
Ohio
$4.05M +$44K +1,375 +1%
FCM
121
Firestone Capital Management
Florida
$4.04M -$48.4K -1,513 -1%
AOWM
122
Alpha Omega Wealth Management
Virginia
$4.02M +$123K +3,854 +3%
PP
123
PrairieView Partners
Minnesota
$3.75M -$116K -3,613 -3%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$3.75M +$3.68M +114,963 +10,058%
USCWA
125
U.S. Capital Wealth Advisors
Texas
$3.64M +$831K +25,976 +30%

FNDF Hedge Fund Activity: Q2 2023 in Review

438 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2023, worth a combined $8.11B — up 8% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FNDF positions and 33 closed out — a net gain of 15 holders — while 201 added to existing stakes and 127 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $338M. The largest seller was Jane Street, cutting an estimated $84.3M.

  • 438 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2023, up from 429 in Q1 2023.
  • Funds reported $8.11B of Schwab Fundamental International Large Company Index ETF stock for Q2 2023, up 8% quarter-over-quarter.
  • 48 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2023 and 33 closed out, a net change of +15 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $338M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2023 was Jane Street, an estimated $84.3M sold.

Based on aggregated 13F filings for Q2 2023.