We are live on ! Find out more
FNDF icon

Schwab Fundamental International Large Company Index ETF

197 hedge funds and large institutions have $3.27B invested in Schwab Fundamental International Large Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% more funds holding

Funds holding: 191197 (+6)

8% less capital invested

Capital invested by funds: $3.54B → $3.27B (-$271M)

8.35% less ownership

Funds ownership: 91.47%83.12% (-8.4%)

38% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 82

Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
4.04%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.25%
New
35
Increased
51
Reduced
82
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$202K +$192K +8,495 New
PFO
127
Pathstone Family Office
New Jersey
$181K
VFA
128
Valeo Financial Advisors
Indiana
$166K +$38.2K +1,692 +32%
OFG
129
Oxford Financial Group
Indiana
$141K -$21.6K -956 -14%
VCM
130
Vigilant Capital Management
Maine
$130K -$36.2K -1,605 -23%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$119K -$25.4K -1,126 -18%
AF
132
Advisornet Financial
Minnesota
$116K -$133K -5,912 -55%
HFA
133
Hoover Financial Advisors
Pennsylvania
$106K +$100K +4,446 New
APA
134
American Portfolios Advisors
New York
$103K -$16.6K -736 -14%
Wells Fargo
135
Wells Fargo
California
$90K -$40K -1,771 -32%
TAM
136
Townsend Asset Management
North Carolina
$90K -$2.35K -104 -3%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$88K +$83.9K +3,718 New
LC
138
Lindbrook Capital
California
$78K +$74.3K +3,293 New
US Bancorp
139
US Bancorp
Minnesota
$72K -$26K -1,151 -27%
CFO
140
CVA Family Office
Colorado
$70K -$367K -16,275 -85%
AIP
141
Ameritas Investment Partners
Nebraska
$68K
TFS
142
TrustCore Financial Services
Tennessee
$64K +$9.71K +430 +19%
HR
143
Howe & Rusling
New York
$63K
LGWM
144
Litman Gregory Wealth Management
California
$57K
TC
145
Trust Company
Kansas
$50K +$47.3K +2,095 New
RG
146
Retirement Group
California
$45K +$42.6K +1,887 New
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$44K -$1.02K -45 -2%
LFG
148
LifePlan Financial Group
Ohio
$42K
SMG
149
Spectrum Management Group
Indiana
$40K
ACA
150
Aptus Capital Advisors
Alabama
$33K -$453K -20,060 -94%

FNDF Hedge Fund Activity: Q2 2020 in Review

197 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2020, worth a combined $3.27B — down 7.6% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FNDF positions and 28 closed out — a net gain of 7 holders — while 51 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $52.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $454M.

  • 197 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2020, up from 191 in Q1 2020.
  • Funds reported $3.27B of Schwab Fundamental International Large Company Index ETF stock for Q2 2020, down 7.6% quarter-over-quarter.
  • 35 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2020 and 28 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2020 was Bank of America, an estimated $52.3M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $454M sold.

Based on aggregated 13F filings for Q2 2020.