Schwab US Large-Cap Growth ETF
SCHG
129 hedge funds and large institutions have $387M invested in Schwab US Large-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
50% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 38
12% more funds holding
Funds holding: 115 → 129 (+14)
6% more capital invested
Capital invested by funds: $366M → $387M (+$21.2M)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
14.47% less ownership
Funds ownership: 165.48% → 151.02% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.44M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.14M |
| 3 |
Morgan Stanley
New York
|
+$3.03M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.33M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$14.2M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$5.64M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$2.69M |
| 4 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$1.65M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.54M |
SCHG Hedge Fund Activity: Q1 2015 in Review
129 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2015, worth a combined $387M — up 5.8% from $366M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SCHG positions and 8 closed out — a net gain of 14 holders — while 57 added to existing stakes and 38 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $5.44M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $14.2M sold.
- 129 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2015, up from 115 in Q4 2014.
- Funds reported $387M of Schwab US Large-Cap Growth ETF stock for Q1 2015, up 5.8% quarter-over-quarter.
- 22 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2015 and 8 closed out, a net change of +14 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2015 was Royal Bank of Canada, an estimated $5.44M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2015 was Piershale Financial Group, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2015.