Schwab US Large-Cap Growth ETF
SCHG
221 hedge funds and large institutions have $1.58B invested in Schwab US Large-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 15 closing their positions.
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
36% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 66
16% more capital invested
Capital invested by funds: $1.36B → $1.58B (+$216M)
7% more funds holding
Funds holding: 206 → 221 (+15)
4.07% less ownership
Funds ownership: 330.44% → 326.36% (-4.1%)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$78.5M |
| 2 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$17.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.89M |
| 4 |
Jane Street
New York
|
+$6.19M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$23M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$5.25M |
| 3 |
OA
Opes Advisors
Cupertino,
California
|
-$4M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$3.41M |
| 5 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$2.96M |
SCHG Hedge Fund Activity: Q1 2017 in Review
221 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2017, worth a combined $1.58B — up 16% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SCHG positions and 15 closed out — a net gain of 18 holders — while 90 added to existing stakes and 66 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $78.5M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $23M.
- 221 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2017, up from 206 in Q4 2016.
- Funds reported $1.58B of Schwab US Large-Cap Growth ETF stock for Q1 2017, up 16% quarter-over-quarter.
- 33 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2017 and 15 closed out, a net change of +18 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2017 was Financial Engines Advisors, an estimated $78.5M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2017 was Sharkey, Howes & Javer, an estimated $23M sold.
Based on aggregated 13F filings for Q1 2017.