Schwab US Large-Cap Growth ETF
SCHG
553 hedge funds and large institutions have $4.06B invested in Schwab US Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 204 reducing their positions, and 58 closing their positions.
28.61% more ownership
Funds ownership: 403.13% → 431.74% (+29%)
9% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 204
9% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 58
7% less call options, than puts
Call options by funds: $1.58M | Put options by funds: $1.7M
1% less funds holding
Funds holding: 559 → 553 (-6)
4% less funds holding in top 10
Funds holding in top 10: 85 → 82 (-3)
12% less capital invested
Capital invested by funds: $4.6B → $4.06B (-$535M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$68.5M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$45.6M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$17.6M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$16.9M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$74.3M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$46M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$35.7M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$17.8M |
| 5 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$15M |
SCHG Hedge Fund Activity: Q1 2020 in Review
553 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2020, worth a combined $4.06B — down 12% from $4.6B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SCHG positions and 58 closed out — a net gain of 5 holders — while 222 added to existing stakes and 204 trimmed.
The largest buyer was Sunbelt Securities, adding an estimated $68.5M. The largest seller was Newman Dignan & Sheerar Inc, cutting an estimated $74.3M.
- 553 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2020, down from 559 in Q4 2019.
- Funds reported $4.06B of Schwab US Large-Cap Growth ETF stock for Q1 2020, down 12% quarter-over-quarter.
- 63 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2020 and 58 closed out, a net change of +5 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2020 was Sunbelt Securities, an estimated $68.5M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2020 was Newman Dignan & Sheerar Inc, an estimated $74.3M sold.
Based on aggregated 13F filings for Q1 2020.