Schwab US Large-Cap Growth ETF
SCHG
82 hedge funds and large institutions have $281M invested in Schwab US Large-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
52% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 25
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
10% more capital invested
Capital invested by funds: $254M → $281M (+$26.2M)
5% more funds holding
Funds holding: 78 → 82 (+4)
0.64% less ownership
Funds ownership: 151.67% → 151.03% (-0.64%)
43% less call options, than puts
Call options by funds: $211K | Put options by funds: $369K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$8.53M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$6.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.17M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$1.7M |
| 5 |
Jane Street
New York
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
-$2.4M |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.28M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$965K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$433K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$351K |
SCHG Hedge Fund Activity: Q3 2014 in Review
82 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2014, worth a combined $281M — up 10% from $254M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SCHG positions and 5 closed out — a net gain of 4 holders — while 38 added to existing stakes and 25 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $8.53M. The largest seller was Marquette Asset Management, cutting an estimated $2.4M.
- 82 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2014, up from 78 in Q2 2014.
- Funds reported $281M of Schwab US Large-Cap Growth ETF stock for Q3 2014, up 10% quarter-over-quarter.
- 9 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2014 and 5 closed out, a net change of +4 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2014 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $8.53M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2014 was Marquette Asset Management, an estimated $2.4M sold.
Based on aggregated 13F filings for Q3 2014.