Schwab US Large-Cap Growth ETF
SCHG
66 hedge funds and large institutions have $249M invested in Schwab US Large-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
34% more capital invested
Capital invested by funds: $186M → $249M (+$62.7M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
26.89% more ownership
Funds ownership: 135.38% → 162.27% (+27%)
18% more funds holding
Funds holding: 56 → 66 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$16.8M |
| 2 |
Goldman Sachs
New York
|
+$14.1M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$9.8M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$3.17M |
| 5 |
Citigroup
New York
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$5.91M |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$3.91M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.19M |
| 4 |
SG Americas Securities
New York
|
-$1.86M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$924K |
SCHG Hedge Fund Activity: Q1 2014 in Review
66 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2014, worth a combined $249M — up 34% from $186M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SCHG positions and 7 closed out — a net gain of 11 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $16.8M. The largest seller was Eagle Capital Management (Louisiana), cutting an estimated $5.91M.
- 66 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2014, up from 56 in Q4 2013.
- Funds reported $249M of Schwab US Large-Cap Growth ETF stock for Q1 2014, up 34% quarter-over-quarter.
- 18 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2014 and 7 closed out, a net change of +11 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2014 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $16.8M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2014 was Eagle Capital Management (Louisiana), an estimated $5.91M sold.
Based on aggregated 13F filings for Q1 2014.