Schwab US Large-Cap Growth ETF
SCHG
78 hedge funds and large institutions have $254M invested in Schwab US Large-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
18% more funds holding
Funds holding: 66 → 78 (+12)
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
2% more capital invested
Capital invested by funds: $249M → $254M (+$5.32M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
10.6% less ownership
Funds ownership: 162.27% → 151.67% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$11.9M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$10.5M |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
+$1.87M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$1.23M |
| 5 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
+$929K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.5M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$9.41M |
| 3 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
-$3.45M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$2.53M |
| 5 |
Citigroup
New York
|
-$2.33M |
SCHG Hedge Fund Activity: Q2 2014 in Review
78 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2014, worth a combined $254M — up 2.1% from $249M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SCHG positions and 8 closed out — a net gain of 12 holders — while 28 added to existing stakes and 24 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $11.9M. The largest seller was Goldman Sachs, cutting an estimated $11.5M.
- 78 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2014, up from 66 in Q1 2014.
- Funds reported $254M of Schwab US Large-Cap Growth ETF stock for Q2 2014, up 2.1% quarter-over-quarter.
- 20 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2014 and 8 closed out, a net change of +12 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2014 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $11.9M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2014 was Goldman Sachs, an estimated $11.5M sold.
Based on aggregated 13F filings for Q2 2014.