Schwab US Large-Cap Growth ETF
SCHG
254 hedge funds and large institutions have $1.8B invested in Schwab US Large-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 9 closing their positions.
378% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 9
70% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 67
24% more funds holding in top 10
Funds holding in top 10: 21 → 26 (+5)
15% more funds holding
Funds holding: 221 → 254 (+33)
14% more capital invested
Capital invested by funds: $1.58B → $1.8B (+$227M)
8.67% more ownership
Funds ownership: 326.36% → 335.03% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$23.3M |
| 2 |
Jane Street
New York
|
+$19.7M |
| 3 |
ACM
Alpha Capital Management
Austin,
Texas
|
+$17.6M |
| 4 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$11M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
+$8.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$2.67M |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
-$2.42M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.38M |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$2.28M |
| 5 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
-$1.93M |
SCHG Hedge Fund Activity: Q2 2017 in Review
254 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2017, worth a combined $1.8B — up 14% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SCHG positions and 9 closed out — a net gain of 34 holders — while 114 added to existing stakes and 67 trimmed.
The largest buyer was Financial Management Professionals, adding an estimated $23.3M. The largest seller was Checchi Capital Advisers, exiting entirely with an estimated $2.67M sold.
- 254 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2017, up from 221 in Q1 2017.
- Funds reported $1.8B of Schwab US Large-Cap Growth ETF stock for Q2 2017, up 14% quarter-over-quarter.
- 43 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2017 and 9 closed out, a net change of +34 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2017 was Financial Management Professionals, an estimated $23.3M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2017 was Checchi Capital Advisers, an estimated $2.67M sold.
Based on aggregated 13F filings for Q2 2017.