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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
AWM
151
Altium Wealth Management
New York
$226K +$4.33K +152 +2%
BEAM
152
Baker Ellis Asset Management
Washington
$223K -$57K -2,000 -21%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$222K -$10.2K -359 -4%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$220K +$217K +7,623 New
AI
155
Atria Investments
North Carolina
$219K +$216K +7,574 New
FTUS
156
Flow Traders U.S.
New York
$217K +$214K +7,514 New
AFP
157
Ausdal Financial Partners
Iowa
$214K -$201K -7,066 -48%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$194K -$7.32K -257 -4%
VCM
159
Vigilant Capital Management
Maine
$186K
Wells Fargo
160
Wells Fargo
California
$185K +$68.2K +2,395 +59%
US Bancorp
161
US Bancorp
Minnesota
$184K -$2.96K -104 -2%
AP
162
Atwood & Palmer
Missouri
$174K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$172K +$30.8K +1,080 +22%
ACA
164
Aptus Capital Advisors
Alabama
$169K +$4.36K +153 +3%
ECM
165
Elgethun Capital Management
South Dakota
$163K +$161K +5,642 New
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K
LGWM
167
Litman Gregory Wealth Management
California
$126K +$124K +4,365 New
APA
168
American Portfolios Advisors
New York
$126K
AIA
169
Arcadia Investment Advisors
Idaho
$118K -$4.42K -155 -4%
TAM
170
Townsend Asset Management
North Carolina
$113K +$111K +3,891 New
QCG
171
Quadrant Capital Group
Ohio
$104K -$189K -6,650 -65%
CIAS
172
Capital Investment Advisory Services
North Carolina
$86K
IFWM
173
Institute for Wealth Management
Colorado
$72K +$71.2K +2,500 New
TFS
174
TrustCore Financial Services
Tennessee
$65K
OPS
175
Orion Portfolio Solutions
Nebraska
$62K +$61.1K +2,144 New

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.