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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
HSA
151
HBK Sorce Advisory
Pennsylvania
$1.99M +$863 +27 +0%
VCM
152
Vivaldi Capital Management
Illinois
$1.97M +$246K +7,699 +14%
GT
153
Glenmede Trust
Pennsylvania
$1.95M
CPC
154
Consolidated Planning Corp
Georgia
$1.87M +$1.85M +57,911 New
SFS
155
Solitude Financial Services
Virginia
$1.81M +$73.7K +2,305 +4%
WFA
156
Wade Financial Advisory
California
$1.81M -$739K -23,113 -29%
PWM
157
Perigon Wealth Management
California
$1.78M -$1.95K -61 -0.1%
BI
158
Berkeley Inc
Idaho
$1.77M +$45.6K +1,427 +3%
SFS
159
Sowell Financial Services
Arkansas
$1.75M +$1.74M +54,328 New
CW
160
Connectus Wealth
Ohio
$1.72M -$646K -20,205 -27%
OAM
161
Occidental Asset Management
California
$1.68M +$1.66M +51,911 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$1.66M +$505K +15,794 +44%
NWM
163
Northwest Wealth Management
Iowa
$1.64M +$256 +8 +0%
DP
164
Denver PWM
Colorado
$1.58M -$45.3K -1,417 -3%
RLWM
165
RF&L Wealth Management
Massachusetts
$1.57M -$35.2K -1,102 -2%
ES
166
Eagle Strategies
New York
$1.51M -$49.5K -1,548 -3%
DAS
167
Dynamic Advisor Solutions
Arizona
$1.5M +$8.25K +258 +0.6%
WWM
168
Western Wealth Management
Colorado
$1.49M +$129K +4,034 +10%
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$1.48M -$9.13M -285,500 -86%
JWCA
170
J.W. Cole Advisors
Florida
$1.48M +$28.7K +898 +2%
PWM
171
Provident Wealth Management
Tennessee
$1.47M +$68K +2,128 +5%
AWE
172
Avidian Wealth Enterprises
Texas
$1.42M +$494K +15,465 +54%
JWM
173
Janiczek Wealth Management
Colorado
$1.36M -$9.72K -304 -0.7%
MIAS
174
Mason Investment Advisory Services
Virginia
$1.34M -$423K -13,216 -24%
LSIA
175
LaSalle St. Investment Advisors
Illinois
$1.34M -$1.87M -58,496 -59%

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.