Schwab US Large-Cap Growth ETF
SCHG
331 hedge funds and large institutions have $2.21B invested in Schwab US Large-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 116 reducing their positions, and 27 closing their positions.
257% more call options, than puts
Call options by funds: $2.54M | Put options by funds: $711K
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
19% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 116
5% more capital invested
Capital invested by funds: $2.11B → $2.21B (+$106M)
2% more funds holding
Funds holding: 325 → 331 (+6)
0% more funds holding in top 10
Funds holding in top 10: 40 → 40 (0)
3.73% less ownership
Funds ownership: 329.34% → 325.6% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$46.8M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$13.1M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.48M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$6.82M |
| 5 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$6.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.1M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$6.52M |
| 3 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$5.91M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.55M |
| 5 |
WC
Westwind Capital
Las Cruces,
New Mexico
|
-$4.09M |
SCHG Hedge Fund Activity: Q1 2018 in Review
331 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2018, worth a combined $2.21B — up 5% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SCHG positions and 27 closed out — a net gain of 8 holders — while 138 added to existing stakes and 116 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $46.8M. The largest seller was Envestnet Asset Management, cutting an estimated $16.1M.
- 331 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2018, up from 325 in Q4 2017.
- Funds reported $2.21B of Schwab US Large-Cap Growth ETF stock for Q1 2018, up 5% quarter-over-quarter.
- 35 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2018 and 27 closed out, a net change of +8 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2018 was United Capital Financial Advisors, an estimated $46.8M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2018.