Schwab US Large-Cap Growth ETF
SCHG
206 hedge funds and large institutions have $1.36B invested in Schwab US Large-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 10 closing their positions.
280% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 10
84.8% more ownership
Funds ownership: 245.64% → 330.44% (+85%)
84% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 49
53% more funds holding in top 10
Funds holding in top 10: 15 → 23 (+8)
50% more capital invested
Capital invested by funds: $907M → $1.36B (+$452M)
14% more funds holding
Funds holding: 181 → 206 (+25)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$531M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$5.81M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.87M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.77M |
| 5 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$7.96M |
| 2 |
Jane Street
New York
|
-$6.84M |
| 3 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$4.72M |
| 4 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$2.05M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$1.68M |
SCHG Hedge Fund Activity: Q4 2016 in Review
206 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2016, worth a combined $1.36B — up 50% from $907M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SCHG positions and 10 closed out — a net gain of 28 holders — while 90 added to existing stakes and 49 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $531M. The largest seller was Hengehold Capital Management, cutting an estimated $7.96M.
- 206 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2016, up from 181 in Q3 2016.
- Funds reported $1.36B of Schwab US Large-Cap Growth ETF stock for Q4 2016, up 50% quarter-over-quarter.
- 38 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2016 and 10 closed out, a net change of +28 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2016 was Financial Engines Advisors, an estimated $531M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2016 was Hengehold Capital Management, an estimated $7.96M sold.
Based on aggregated 13F filings for Q4 2016.