Schwab US Large-Cap Growth ETF
SCHG
580 hedge funds and large institutions have $5.69B invested in Schwab US Large-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 205 increasing their positions, 222 reducing their positions, and 42 closing their positions.
71% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 42
40% more capital invested
Capital invested by funds: $4.06B → $5.69B (+$1.63B)
13% more funds holding in top 10
Funds holding in top 10: 82 → 93 (+11)
5% more funds holding
Funds holding: 553 → 580 (+27)
3% less call options, than puts
Call options by funds: $2.2M | Put options by funds: $2.28M
8% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 222
14.02% less ownership
Funds ownership: 431.74% → 417.72% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$374M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$65.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$36.9M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$26.9M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$323M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$69.4M |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$40.7M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$16.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.89M |
SCHG Hedge Fund Activity: Q2 2020 in Review
580 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2020, worth a combined $5.69B — up 40% from $4.06B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SCHG positions and 42 closed out — a net gain of 30 holders — while 205 added to existing stakes and 222 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $374M. The largest seller was Osaic Holdings, cutting an estimated $323M.
- 580 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2020, up from 553 in Q1 2020.
- Funds reported $5.69B of Schwab US Large-Cap Growth ETF stock for Q2 2020, up 40% quarter-over-quarter.
- 72 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2020 and 42 closed out, a net change of +30 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2020 was Financial Engines Advisors, an estimated $374M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2020 was Osaic Holdings, an estimated $323M sold.
Based on aggregated 13F filings for Q2 2020.