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Schwab Fundamental International Large Company Index ETF

375 hedge funds and large institutions have $5.42B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 167 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 105

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% more funds holding

Funds holding: 374375 (+1)

1% less ownership

Funds ownership: 77.35%76.35% (-1%)

6% less capital invested

Capital invested by funds: $5.78B → $5.42B (-$360M)

Holders
375
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.32%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.59%
New
41
Increased
167
Reduced
105
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.46B +$195M +6,355,356 +5%
Wells Fargo
2
Wells Fargo
California
$176M +$69.4M +2,264,745 +57%
Victory Capital Management
3
Victory Capital Management
Texas
$164M
Bank of America
4
Bank of America
North Carolina
$106M -$30.3M -988,371 -21%
BO
5
BRR OpCo
Ohio
$85.4M +$3.18M +103,903 +4%
SFA
6
Sequoia Financial Advisors
Ohio
$76.4M +$2.52M +82,316 +3%
FM
7
Foster & Motley
Ohio
$60.1M +$6.68M +218,175 +11%
BCI
8
Brinker Capital Investments
Pennsylvania
$58.9M -$2.41M -78,811 -4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$54.2M +$19.4M +633,272 +49%
AA
10
ALPS Advisors
Colorado
$51.5M +$5.59M +182,437 +11%
UBS Group
11
UBS Group
Switzerland
$44.1M -$1.01M -33,095 -2%
LF
12
Lee Financial
Texas
$41.4M +$6.6M +215,460 +17%
Morgan Stanley
13
Morgan Stanley
New York
$39.2M +$22.1M +720,450 +108%
Ameriprise
14
Ameriprise
Minnesota
$36M -$2.77M -90,425 -7%
Jane Street
15
Jane Street
New York
$34.8M +$8.36M +272,988 +29%
CC
16
Callan Capital
California
$34.6M +$133K +4,328 +0.4%
EWA
17
Exencial Wealth Advisors
Oklahoma
$29M -$647K -21,123 -2%
WTA
18
Washington Trust Advisors
Massachusetts
$23.5M +$1.57M +51,126 +7%
JFA
19
JNBA Financial Advisors
Minnesota
$20.8M +$977K +31,900 +5%
MWA
20
MFA Wealth Advisors
Pennsylvania
$20.1M +$505K +16,494 +2%
RCA
21
Resonant Capital Advisors
Wisconsin
$19.3M +$268K +8,751 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$17.7M +$1.79M +58,356 +10%
OWM
23
Opes Wealth Management
California
$17.4M -$231K -7,533 -1%
CWM
24
Cabot Wealth Management
Massachusetts
$17.1M -$58.3K -1,903 -0.3%
JBA
25
Johnson Bixby & Associates
Washington
$16.3M +$1.07M +35,073 +6%

FNDF Hedge Fund Activity: Q2 2022 in Review

375 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2022, worth a combined $5.42B — down 6.2% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNDF positions and 39 closed out — a net gain of 2 holders — while 167 added to existing stakes and 105 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $30.3M.

  • 375 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2022, up from 374 in Q1 2022.
  • Funds reported $5.42B of Schwab Fundamental International Large Company Index ETF stock for Q2 2022, down 6.2% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2022 and 39 closed out, a net change of +2 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $195M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2022 was Bank of America, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2022.