Schwab US Large-Cap Growth ETF
SCHG
56 hedge funds and large institutions have $186M invested in Schwab US Large-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
160% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 10
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
43% more capital invested
Capital invested by funds: $130M → $186M (+$56.3M)
27% more funds holding
Funds holding: 44 → 56 (+12)
18.85% more ownership
Funds ownership: 116.53% → 135.38% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$9.91M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$3.68M |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$3.06M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.04M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.55M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.79M |
| 3 |
Jane Street
New York
|
-$355K |
| 4 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$261K |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$177K |
SCHG Hedge Fund Activity: Q4 2013 in Review
56 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2013, worth a combined $186M — up 43% from $130M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SCHG positions and 3 closed out — a net gain of 12 holders — while 26 added to existing stakes and 10 trimmed.
The largest buyer was Hengehold Capital Management, adding an estimated $9.91M. The largest seller was Susquehanna International Group, cutting an estimated $2.55M.
- 56 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2013, up from 44 in Q3 2013.
- Funds reported $186M of Schwab US Large-Cap Growth ETF stock for Q4 2013, up 43% quarter-over-quarter.
- 15 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2013 and 3 closed out, a net change of +12 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2013 was Hengehold Capital Management, an estimated $9.91M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2013 was Susquehanna International Group, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2013.