Schwab US Large-Cap Growth ETF
SCHG
476 hedge funds and large institutions have $4.83B invested in Schwab US Large-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 168 reducing their positions, and 29 closing their positions.
242% more call options, than puts
Call options by funds: $981K | Put options by funds: $287K
91.82% more ownership
Funds ownership: 379.81% → 471.63% (+92%)
31% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 29
29% more capital invested
Capital invested by funds: $3.75B → $4.83B (+$1.08B)
18% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 168
4% more funds holding in top 10
Funds holding in top 10: 69 → 72 (+3)
2% more funds holding
Funds holding: 468 → 476 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$889M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$44.7M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$26.2M |
| 4 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$25.5M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$23.5M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$19.5M |
| 3 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$9.65M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$9.22M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.18M |
SCHG Hedge Fund Activity: Q3 2019 in Review
476 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2019, worth a combined $4.83B — up 29% from $3.75B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SCHG positions and 29 closed out — a net gain of 9 holders — while 199 added to existing stakes and 168 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $889M. The largest seller was OneDigital Investment Advisors, cutting an estimated $23.5M.
- 476 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2019, up from 468 in Q2 2019.
- Funds reported $4.83B of Schwab US Large-Cap Growth ETF stock for Q3 2019, up 29% quarter-over-quarter.
- 38 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $889M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $23.5M sold.
Based on aggregated 13F filings for Q3 2019.