Schwab US Large-Cap Growth ETF
SCHG
588 hedge funds and large institutions have $6.41B invested in Schwab US Large-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 199 increasing their positions, 250 reducing their positions, and 37 closing their positions.
2,516% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $587K
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
13% more capital invested
Capital invested by funds: $5.69B → $6.41B (+$719M)
4.08% more ownership
Funds ownership: 417.72% → 421.8% (+4.1%)
1% more funds holding
Funds holding: 580 → 588 (+8)
0% more funds holding in top 10
Funds holding in top 10: 93 → 93 (0)
20% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 250
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$89.5M |
| 2 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$75M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$14.3M |
| 4 |
Goldman Sachs
New York
|
+$10.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$90.1M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$19.6M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$18.6M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$13.8M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$12.8M |
SCHG Hedge Fund Activity: Q3 2020 in Review
588 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2020, worth a combined $6.41B — up 13% from $5.69B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SCHG positions and 37 closed out — a net gain of 16 holders — while 199 added to existing stakes and 250 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $89.5M. The largest seller was Financial Engines Advisors, cutting an estimated $90.1M.
- 588 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2020, up from 580 in Q2 2020.
- Funds reported $6.41B of Schwab US Large-Cap Growth ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 53 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2020 and 37 closed out, a net change of +16 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2020 was Osaic Holdings, an estimated $89.5M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2020 was Financial Engines Advisors, an estimated $90.1M sold.
Based on aggregated 13F filings for Q3 2020.