Schwab US Large-Cap Growth ETF
SCHG
467 hedge funds and large institutions have $3.77B invested in Schwab US Large-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 178 increasing their positions, 152 reducing their positions, and 24 closing their positions.
129% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 24
119% more call options, than puts
Call options by funds: $657K | Put options by funds: $300K
17% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 152
10% more capital invested
Capital invested by funds: $3.43B → $3.77B (+$337M)
6% more funds holding
Funds holding: 440 → 467 (+27)
3% more funds holding in top 10
Funds holding in top 10: 67 → 69 (+2)
2.32% more ownership
Funds ownership: 377.39% → 379.72% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$33.5M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$29.6M |
| 3 |
Jane Street
New York
|
+$12.2M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$11.9M |
| 5 |
RAG
Roof Advisory Group
Harrisburg,
Pennsylvania
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$13.6M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$12.1M |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$7.84M |
| 4 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$3.5M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$2.8M |
SCHG Hedge Fund Activity: Q2 2019 in Review
467 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2019, worth a combined $3.77B — up 9.8% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SCHG positions and 24 closed out — a net gain of 31 holders — while 178 added to existing stakes and 152 trimmed.
The largest buyer was Fund Evaluation Group, adding an estimated $33.5M. The largest seller was Atria Investments, cutting an estimated $13.6M.
- 467 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2019, up from 440 in Q1 2019.
- Funds reported $3.77B of Schwab US Large-Cap Growth ETF stock for Q2 2019, up 9.8% quarter-over-quarter.
- 55 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2019 and 24 closed out, a net change of +31 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2019 was Fund Evaluation Group, an estimated $33.5M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2019 was Atria Investments, an estimated $13.6M sold.
Based on aggregated 13F filings for Q2 2019.