Schwab US Large-Cap Growth ETF
SCHG
367 hedge funds and large institutions have $2.97B invested in Schwab US Large-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 114 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
41% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 114
30% more call options, than puts
Call options by funds: $771K | Put options by funds: $591K
14% more capital invested
Capital invested by funds: $2.61B → $2.97B (+$357M)
13% more funds holding in top 10
Funds holding in top 10: 45 → 51 (+6)
4% more funds holding
Funds holding: 354 → 367 (+13)
36.14% less ownership
Funds ownership: 378.82% → 342.68% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$67.5M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$26.3M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$18.2M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$7.24M |
| 5 |
WC
Westwind Capital
Las Cruces,
New Mexico
|
+$5.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$197M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$32.5M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$21.1M |
| 4 |
Jane Street
New York
|
-$13.8M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$7.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KCPG
376
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$53K | -5,600 | Closed |
|
|
PFA
377
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$50K | -5,232 | Closed |
|
|
WT
378
Washington Trust
Westerly,
Rhode Island
| – | -$23K | -2,400 | Closed |
|
|
SWPG
379
Strategic Wealth Partners Group
Deerfield,
Illinois
| – | -$12.7K | -1,336 | Closed |
|
|
BCA
380
Bay Colony Advisors
Concord,
Massachusetts
| – | -$11K | -1,184 | Closed |
|
|
BCI
381
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$6K | -648 | Closed |
|
|
TCOV
382
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$4K | -416 | Closed |
|
383
AssetMark Inc
Concord,
California
| – | -$4K | -376 | Closed |
|
SCHG Hedge Fund Activity: Q3 2018 in Review
367 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2018, worth a combined $2.97B — up 14% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SCHG positions and 17 closed out — a net gain of 16 holders — while 161 added to existing stakes and 114 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $67.5M. The largest seller was Financial Counselors Inc, cutting an estimated $197M.
- 367 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2018, up from 354 in Q2 2018.
- Funds reported $2.97B of Schwab US Large-Cap Growth ETF stock for Q3 2018, up 14% quarter-over-quarter.
- 33 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2018 and 17 closed out, a net change of +16 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $67.5M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $197M sold.
Based on aggregated 13F filings for Q3 2018.