We are live on ! Find out more
FNDF icon

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
CSIA
1
Charles Schwab Investment Advisory
California
$2.9B +$165M +5,775,472 +6%
Victory Capital Management
2
Victory Capital Management
Texas
$369M +$11.5M +401,940 +3%
USAA
3
United Services Automobile Association
Texas
$168M
BO
4
BRR OpCo
Ohio
$137M +$2.39M +84,025 +2%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$50.2M +$8.43M +295,939 +21%
FM
6
Foster & Motley
Ohio
$32.5M +$500K +17,563 +2%
Ameriprise
7
Ameriprise
Minnesota
$21.4M +$1.04M +36,605 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.8M +$18.1M +636,656 +758%
OWM
9
Opes Wealth Management
California
$19.2M -$684 -24 -0%
Bank of America
10
Bank of America
North Carolina
$17.6M +$820K +28,784 +5%
BlackRock
11
BlackRock
New York
$17.3M -$1.34M -46,978 -7%
CWM
12
Cabot Wealth Management
Massachusetts
$16.3M +$63.7K +2,237 +0.4%
YAL
13
Your Advocates Ltd
Texas
$14.3M +$14.1M +493,913 New
ACA
14
Ackerman Capital Advisors
Texas
$14M -$1.08M -37,759 -9%
RRC
15
Relaxing Retirement Coach
Massachusetts
$12.8M -$257K -9,026 -2%
AFA
16
Arlington Financial Advisors
California
$11.3M +$331K +11,630 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.9M +$646K +22,660 +6%
EWA
18
Exencial Wealth Advisors
Oklahoma
$9.99M +$3.67M +128,718 +59%
TFO
19
Tarbox Family Office
California
$9.71M +$561K +19,689 +6%
LNC
20
Lincoln National Corp
Pennsylvania
$9.45M +$8.28M +290,706 +805%
HCM
21
Hengehold Capital Management
Ohio
$9.14M +$513K +18,022 +6%
Morgan Stanley
22
Morgan Stanley
New York
$8.87M -$435K -15,260 -5%
Mariner
23
Mariner
Kansas
$8.56M +$58K +2,036 +0.7%
GWM
24
Geneos Wealth Management
Colorado
$7.93M +$602K +21,129 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.42M +$56.4K +1,981 +0.8%

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.