Schwab US Large-Cap Growth ETF
SCHG
669 hedge funds and large institutions have $7.45B invested in Schwab US Large-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 209 increasing their positions, 252 reducing their positions, and 24 closing their positions.
371% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 24
88% more call options, than puts
Call options by funds: $3.59M | Put options by funds: $1.91M
26% more funds holding in top 10
Funds holding in top 10: 93 → 117 (+24)
19.33% more ownership
Funds ownership: 421.8% → 441.14% (+19%)
16% more capital invested
Capital invested by funds: $6.41B → $7.45B (+$1.03B)
14% more funds holding
Funds holding: 588 → 669 (+81)
17% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 252
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$47.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.3M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$31.3M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$20.1M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$132M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$55.9M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$29.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$26.8M |
| 5 |
Goldman Sachs
New York
|
-$12.1M |
SCHG Hedge Fund Activity: Q4 2020 in Review
669 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2020, worth a combined $7.45B — up 16% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new SCHG positions and 24 closed out — a net gain of 89 holders — while 209 added to existing stakes and 252 trimmed.
The largest buyer was Mariner, adding an estimated $47.2M. The largest seller was Financial Engines Advisors, cutting an estimated $132M.
- 669 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2020, up from 588 in Q3 2020.
- Funds reported $7.45B of Schwab US Large-Cap Growth ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 113 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2020 and 24 closed out, a net change of +89 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2020 was Mariner, an estimated $47.2M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2020.