Schwab US Large-Cap Growth ETF
SCHG
44 hedge funds and large institutions have $130M invested in Schwab US Large-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
56% more capital invested
Capital invested by funds: $83.3M → $130M (+$46.8M)
25.71% more ownership
Funds ownership: 90.82% → 116.53% (+26%)
16% more funds holding
Funds holding: 38 → 44 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$23.6M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$10M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.04M |
| 4 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$1.61M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$938K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.31M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$783K |
| 3 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$363K |
| 4 |
Goldman Sachs
New York
|
-$215K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$25.7K |
SCHG Hedge Fund Activity: Q3 2013 in Review
44 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2013, worth a combined $130M — up 56% from $83.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SCHG positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 8 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $23.6M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.31M sold.
- 44 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2013, up from 38 in Q2 2013.
- Funds reported $130M of Schwab US Large-Cap Growth ETF stock for Q3 2013, up 56% quarter-over-quarter.
- 10 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2013 and 4 closed out, a net change of +6 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $23.6M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $3.31M sold.
Based on aggregated 13F filings for Q3 2013.