Schwab US Large-Cap Growth ETF
SCHG
181 hedge funds and large institutions have $907M invested in Schwab US Large-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 13 closing their positions.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
15% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 60
11% more capital invested
Capital invested by funds: $816M → $907M (+$90.8M)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
7.12% more ownership
Funds ownership: 238.52% → 245.64% (+7.1%)
6% more funds holding
Funds holding: 170 → 181 (+11)
12% less call options, than puts
Call options by funds: $351K | Put options by funds: $399K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
TMFS Holdings
Overland Park,
Kansas
|
+$38.5M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.99M |
| 3 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
+$5.23M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.79M |
| 5 |
AG
Appleton Group
Appleton,
Wisconsin
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.78M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$2.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.59M |
| 4 |
VF
Virtu Financial
New York
|
-$1.56M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$1.4M |
SCHG Hedge Fund Activity: Q3 2016 in Review
181 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2016, worth a combined $907M — up 11% from $816M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHG positions and 13 closed out — a net gain of 13 holders — while 69 added to existing stakes and 60 trimmed.
The largest buyer was TMFS Holdings, adding an estimated $38.5M. The largest seller was Susquehanna International Group, cutting an estimated $4.78M.
- 181 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2016, up from 170 in Q2 2016.
- Funds reported $907M of Schwab US Large-Cap Growth ETF stock for Q3 2016, up 11% quarter-over-quarter.
- 26 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2016 and 13 closed out, a net change of +13 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2016 was TMFS Holdings, an estimated $38.5M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2016 was Susquehanna International Group, an estimated $4.78M sold.
Based on aggregated 13F filings for Q3 2016.