Schwab US Large-Cap Growth ETF
SCHG
115 hedge funds and large institutions have $366M invested in Schwab US Large-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 2 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 20
40% more funds holding
Funds holding: 82 → 115 (+33)
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
30% more capital invested
Capital invested by funds: $281M → $366M (+$85.1M)
14.45% more ownership
Funds ownership: 151.03% → 165.48% (+14%)
60% less call options, than puts
Call options by funds: $202K | Put options by funds: $502K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$8.82M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$7.63M |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
+$3.44M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.41M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.69M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$1.52M |
| 3 |
Jane Street
New York
|
-$1.25M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1M |
| 5 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
-$979K |
SCHG Hedge Fund Activity: Q4 2014 in Review
115 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2014, worth a combined $366M — up 30% from $281M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHG positions and 2 closed out — a net gain of 34 holders — while 50 added to existing stakes and 20 trimmed.
The largest buyer was Chevy Chase Trust, opening a new position worth an estimated $8.82M. The largest seller was ProVise Management Group, cutting an estimated $1.69M.
- 115 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2014, up from 82 in Q3 2014.
- Funds reported $366M of Schwab US Large-Cap Growth ETF stock for Q4 2014, up 30% quarter-over-quarter.
- 36 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2014 and 2 closed out, a net change of +34 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2014 was Chevy Chase Trust, an estimated $8.82M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2014 was ProVise Management Group, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2014.