Schwab US Large-Cap Growth ETF
SCHG
352 hedge funds and large institutions have $2.63B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 150 increasing their positions, 99 reducing their positions, and 16 closing their positions.
169% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 16
52% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 99
47.16% more ownership
Funds ownership: 325.6% → 372.76% (+47%)
19% more capital invested
Capital invested by funds: $2.21B → $2.63B (+$418M)
13% more funds holding in top 10
Funds holding in top 10: 40 → 45 (+5)
7% more funds holding
Funds holding: 330 → 352 (+22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$183M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$102M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$50.4M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$30.5M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$7.31M |
| 2 |
NWS
Newport Wealth Strategies
Irvine,
California
|
-$6.31M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$4.75M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.54M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$3.78M |
SCHG Hedge Fund Activity: Q2 2018 in Review
352 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2018, worth a combined $2.63B — up 19% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SCHG positions and 16 closed out — a net gain of 27 holders — while 150 added to existing stakes and 99 trimmed.
The largest buyer was Financial Counselors Inc, adding an estimated $183M. The largest seller was Alpha Capital Management, cutting an estimated $7.31M.
- 352 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2018, up from 330 in Q1 2018.
- Funds reported $2.63B of Schwab US Large-Cap Growth ETF stock for Q2 2018, up 19% quarter-over-quarter.
- 43 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2018 and 16 closed out, a net change of +27 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $183M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2018 was Alpha Capital Management, an estimated $7.31M sold.
Based on aggregated 13F filings for Q2 2018.