Schwab US Large-Cap Growth ETF
SCHG
325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.
400% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $297K
365% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 17
153% more capital inflows, than outflows
Capital inflows: $272M | Capital outflows: $108M
43% more funds holding in top 10
Funds holding in top 10: 28 → 40 (+12)
23% more funds holding
Funds holding: 265 → 325 (+60)
1.45% more ownership
Funds ownership: 39.71% → 41.17% (+1.5%)
1% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$51.8M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$26.1M |
| 3 |
BB&T Securities
Richmond,
Virginia
|
+$7.68M |
| 4 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$7.24M |
| 5 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$46.9M |
| 2 |
Piershale Financial Group
Barrington,
Illinois
|
-$13.1M |
| 3 |
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$4.14M |
| 4 |
Starfire Investment Advisers
Southfield,
Michigan
|
-$3.71M |
| 5 |
Investment Centers of America
Bismarck,
North Dakota
|
-$3.64M |
SCHG Hedge Fund Activity: Q4 2017 in Review
325 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2017, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SCHG positions and 17 closed out — a net gain of 62 holders — while 103 added to existing stakes and 102 trimmed.
The largest buyer was Mariner, adding an estimated $51.8M. The largest seller was Avantax Planning Partners, cutting an estimated $46.9M.
- 325 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2017, up from 265 in Q3 2017.
- Funds reported $2.11B of Schwab US Large-Cap Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
- 79 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2017 and 17 closed out, a net change of +62 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $51.8M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $46.9M sold.
Based on aggregated 13F filings for Q4 2017.