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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
BFC
151
Bedel Financial Consulting
Indiana
$31K +$2.55K +113 +9%
CIAS
152
Capital Investment Advisory Services
North Carolina
$26K -$42.3K -1,872 -63%
AA
153
Ancora Advisors
Ohio
$26K +$23 +1 +0.1%
GRP
154
Global Retirement Partners
California
$24K -$12.7K -563 -36%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$22K -$89.2K -3,952 -81%
JP Morgan Chase
156
JP Morgan Chase
New York
$22K -$880 -39 -4%
JFA
157
JNBA Financial Advisors
Minnesota
$21K
DI
158
Disciplined Investments
Oklahoma
$20K +$135 +6 +0.7%
HFS
159
Hantz Financial Services
Michigan
$20K +$13.7K +606 +274%
ME
160
McIlrath & Eck
Washington
$19K
PP
161
Paloma Partners
Connecticut
$18K +$17K +752 New
IA
162
IFP Advisors
Florida
$15K +$925 +41 +7%
MCM
163
Manchester Capital Management
Vermont
$15K +$13.9K +616 New
FA
164
Financial Advantage
Maryland
$13K +$13.2K +584 New
FRA
165
Front Row Advisors
California
$11K
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$10K
AIA
167
Arcadia Investment Advisors
Idaho
$9.64K -$7.07K -313 -44%
CAC
168
Certified Advisory Corp
Florida
$9K +$68 +3 +0.8%
PAG
169
Private Advisor Group
New Jersey
$9K +$8.33K +369 New
LWM
170
Liberty Wealth Management
California
$9K +$8.89K +394 New
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$8K
SPIA
172
Steward Partners Investment Advisory
New York
$8K
RIM
173
Rockbridge Investment Management
New York
$8K +$7.25K +321 New
JCM
174
Jacobi Capital Management
Pennsylvania
$8K +$8.04K +356 New
HWA
175
HCR Wealth Advisors
California
$6K

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.