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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
CWM
126
Castle Wealth Management
Florida
$3.54M -$354K -11,063 -9%
WGCA
127
Wolf Group Capital Advisors
Virginia
$3.46M -$277K -8,670 -7%
HR
128
Hardy Reed
Mississippi
$3.44M
RF
129
Rollins Financial
Georgia
$3.35M +$3.02M +94,362 +992%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$3.35M +$70.6K +2,209 +2%
CCMG
131
Clark Capital Management Group
Pennsylvania
$3.27M -$141K -4,407 -4%
KFS
132
Kaizen Financial Strategies
California
$3.26M +$119K +3,720 +4%
KTC
133
Kistler-Tiffany Companies
Pennsylvania
$3.17M +$715K +22,375 +30%
MG
134
Mather Group
Illinois
$3.15M +$360K +11,259 +13%
WP
135
Wealthspan Partners
Iowa
$3.09M -$36.4K -1,138 -1%
AAS
136
Avantax Advisory Services
Texas
$2.98M -$180K -5,637 -6%
OC
137
Oppenheimer & Co
New York
$2.84M +$479K +14,972 +20%
EH
138
Equitable Holdings
New York
$2.82M +$564K +17,655 +25%
FPF
139
First Pacific Financial
Washington
$2.8M -$42K -1,313 -1%
VA
140
Valmark Advisers
Ohio
$2.66M -$320K -10,011 -11%
AWM
141
Apollon Wealth Management
South Carolina
$2.59M +$661K +20,682 +35%
GW
142
GW & Wade
Massachusetts
$2.54M +$128 +4 +0%
WIP
143
WealthCare Investment Partners
Rhode Island
$2.48M +$1.24M +38,780 +100%
WW
144
Waterfront Wealth
Kansas
$2.48M -$410K -12,813 -15%
LCM
145
Lunt Capital Management
Utah
$2.41M +$2.39M +74,771 New
Renaissance Technologies
146
Renaissance Technologies
New York
$2.3M +$2.01M +62,861 +748%
TNA
147
True North Advisors
Texas
$2.24M +$2.22M +69,336 New
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$2.08M +$664K +20,775 +47%
Prudential Financial
149
Prudential Financial
New Jersey
$2.05M +$150K +4,707 +8%
SOS
150
Silver Oak Securities
Tennessee
$2.02M +$195K +6,091 +11%

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.