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Schwab US Large-Cap Growth ETF

468 hedge funds and large institutions have $3.75B invested in Schwab US Large-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 178 increasing their positions, 153 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

119% more call options, than puts

Call options by funds: $657K | Put options by funds: $300K

16% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$324M)

6% more funds holding

Funds holding: 441468 (+27)

5% more funds holding in top 10

Funds holding in top 10: 6669 (+3)

13.52% less ownership

Funds ownership: 393.33%379.81% (-14%)

Holders
468
Holders Change
+27
Holders Change %
+6.12%
% of All Funds
10.17%
Holding in Top 10
69
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.55%
% of All Funds
1.5%
New
55
Increased
178
Reduced
153
Closed
24
Calls
$657K
Puts
$300K
Net Calls
+$357K
Net Calls Change
-$191K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Voya Financial Advisors
Connecticut
$12.6M -$97.8K -9,616 -0.8%
SAMC
52
Spectrum Asset Management (California)
California
$12.6M -$121K -11,880 -1%
GSIS
53
Global Strategic Investment Solutions
Arizona
$12.6M +$237K +23,328 +2%
Jane Street
54
Jane Street
New York
$12.5M +$12.2M +1,203,248 New
NWS
55
Newport Wealth Strategies
California
$12.2M +$1.15M +113,288 +11%
PCIA
56
Prime Capital Investment Advisors
Kansas
$12.2M +$11.9M +1,166,760 +14,585%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$10.2M +1,000,952 +981%
MWM
58
MinichMacGregor Wealth Management
New York
$11.3M +$342K +33,624 +3%
GIA
59
Gladstone Institutional Advisory
Florida
$11.2M +$1.08M +105,832 +11%
OWM
60
Opes Wealth Management
California
$10.9M -$29.8K -2,928 -0.3%
HA
61
Harborview Advisors
Maine
$10.8M -$2.36K -232 -0%
GIA
62
GHP Investment Advisors
Colorado
$10.8M -$199K -19,552 -2%
NFG
63
Nadler Financial Group
Illinois
$10.7M +$1.34M +132,048 +15%
WIA
64
World Investment Advisors
California
$10.3M +$664K +65,320 +7%
HGWM
65
Harvest Group Wealth Management
Massachusetts
$9.91M -$2.18M -214,432 -18%
SWA
66
Stratos Wealth Advisors
Ohio
$8.83M +$5.44M +534,904 +170%
OCM
67
One Capital Management
California
$8.78M -$311K -30,568 -3%
CCM
68
Covington Capital Management
California
$8.72M +$895 +88 +0%
LA
69
LVW Advisors
New York
$8.59M +$644K +63,376 +8%
MIAN
70
Mariner Independent Advisor Network
Kansas
$8.44M +$2.36M +231,896 +40%
FSA
71
Financial Services Advisory
Maryland
$8.21M +$3.79M +372,744 +89%
GWA
72
Guidant Wealth Advisors
Illinois
$8.17M -$273K -26,832 -3%
AIA
73
Arcadia Investment Advisors
Idaho
$8.06M +$255K +25,056 +3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$7.78M +$6.91K +680 +0.1%
CCM
75
Coldstream Capital Management
Washington
$7.64M -$598K -58,848 -7%