Schwab US Large-Cap Growth ETF
SCHG
408 hedge funds and large institutions have $2.6B invested in Schwab US Large-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 49 closing their positions.
92% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 49
46% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 110
16% more funds holding in top 10
Funds holding in top 10: 51 → 59 (+8)
11% more funds holding
Funds holding: 367 → 408 (+41)
9.02% more ownership
Funds ownership: 342.68% → 351.7% (+9%)
12% less capital invested
Capital invested by funds: $2.97B → $2.6B (-$367M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$52.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19.2M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$9.08M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$7.43M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$7.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$50.2M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$29M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$27M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$25.3M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
-$17.2M |
SCHG Hedge Fund Activity: Q4 2018 in Review
408 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2018, worth a combined $2.6B — down 12% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SCHG positions and 49 closed out — a net gain of 45 holders — while 161 added to existing stakes and 110 trimmed.
The largest buyer was SEI Investments, adding an estimated $52.9M. The largest seller was Total Investment Management, cutting an estimated $50.2M.
- 408 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2018, up from 367 in Q3 2018.
- Funds reported $2.6B of Schwab US Large-Cap Growth ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 94 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2018 and 49 closed out, a net change of +45 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2018 was SEI Investments, an estimated $52.9M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2018 was Total Investment Management, an estimated $50.2M sold.
Based on aggregated 13F filings for Q4 2018.