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Schwab Fundamental International Large Company Index ETF

415 hedge funds and large institutions have $7.15B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 154 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 30

38% more capital invested

Capital invested by funds: $5.19B → $7.15B (+$1.96B)

29% more funds holding in top 10

Funds holding in top 10: 3545 (+10)

25% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 123

15% more funds holding

Funds holding: 361415 (+54)

2.15% more ownership

Funds ownership: 76.46%78.62% (+2.2%)

Holders
415
Holders Change
+54
Holders Change %
+14.96%
% of All Funds
6.67%
Holding in Top 10
45
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+28.57%
% of All Funds
0.72%
New
89
Increased
154
Reduced
123
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.81B +$44.6M +1,588,053 +1%
AWA
2
Arete Wealth Advisors
Illinois
$544M +$50.2K +1,787 +11%
AOI
3
Auto-Owners Insurance
Michigan
$243M +$235M +8,353,000 New
RFC
4
Regions Financial Corp
Alabama
$186M +$180M +6,393,874 New
Wells Fargo
5
Wells Fargo
California
$169M -$4.99M -177,868 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$168M +$28 +1 +0%
Bank of America
7
Bank of America
North Carolina
$137M +$11.1M +394,278 +9%
SFA
8
Sequoia Financial Advisors
Ohio
$107M +$7.29M +259,645 +8%
Corient Private Wealth
9
Corient Private Wealth
Florida
$101M +$97.6M +3,475,710 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$74.5M -$8.1M -288,357 -10%
Ameriprise
11
Ameriprise
Minnesota
$71M +$3.46M +123,146 +5%
FM
12
Foster & Motley
Ohio
$62.2M -$4.36M -155,183 -7%
AA
13
ALPS Advisors
Colorado
$54.1M -$542K -19,285 -1%
Morgan Stanley
14
Morgan Stanley
New York
$53.6M +$10.5M +373,165 +25%
BCI
15
Brinker Capital Investments
Pennsylvania
$48.6M -$11.2M -397,368 -19%
UBS Group
16
UBS Group
Switzerland
$46.7M -$10M -357,686 -18%
CC
17
Callan Capital
California
$38.7M +$2.14M +76,304 +6%
LF
18
Lee Financial
Texas
$37.8M -$3.57M -127,014 -9%
TC
19
Trust Company
Kansas
$29.8M +$28.6M +1,019,053 +18,998%
SWA
20
Strata Wealth Advisors
Texas
$28.4M +$27.4M +975,631 New
UA
21
Unison Advisors
District of Columbia
$27.5M +$3.07M +109,433 +13%
EWA
22
Exencial Wealth Advisors
Oklahoma
$26.5M -$2.54M -90,599 -9%
JFA
23
JNBA Financial Advisors
Minnesota
$25.6M +$6.63M +236,042 +37%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$23.9M +$5.99M +213,281 +35%
CA
25
Capital Advantage
California
$21.7M +$21M +747,631 New

FNDF Hedge Fund Activity: Q4 2022 in Review

415 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q4 2022, worth a combined $7.15B — up 38% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new FNDF positions and 30 closed out — a net gain of 59 holders — while 154 added to existing stakes and 123 trimmed.

The largest buyer was Regions Financial Corp, opening a new position worth an estimated $180M. The largest seller was Jane Street, cutting an estimated $106M.

  • 415 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q4 2022, up from 361 in Q3 2022.
  • Funds reported $7.15B of Schwab Fundamental International Large Company Index ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 89 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q4 2022 and 30 closed out, a net change of +59 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q4 2022 was Regions Financial Corp, an estimated $180M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q4 2022 was Jane Street, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2022.