Schwab US Large-Cap Growth ETF
SCHG
699 hedge funds and large institutions have $8.03B invested in Schwab US Large-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 244 increasing their positions, 244 reducing their positions, and 40 closing their positions.
851% more call options, than puts
Call options by funds: $8.37M | Put options by funds: $880K
70% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 40
10% more capital invested
Capital invested by funds: $7.27B → $8.03B (+$754M)
3% more funds holding
Funds holding: 681 → 699 (+18)
0% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 244
2% less funds holding in top 10
Funds holding in top 10: 113 → 111 (-2)
12.31% less ownership
Funds ownership: 434.77% → 422.46% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$64.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$48.9M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$40.6M |
| 4 |
AG
Appleton Group
Appleton,
Wisconsin
|
+$20.3M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$312M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$40.7M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$18.7M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$12.6M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$10.1M |
SCHG Hedge Fund Activity: Q2 2021 in Review
699 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2021, worth a combined $8.03B — up 10% from $7.27B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SCHG positions and 40 closed out — a net gain of 28 holders — while 244 added to existing stakes and 244 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $64.3M. The largest seller was Financial Engines Advisors, cutting an estimated $312M.
- 699 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2021, up from 681 in Q1 2021.
- Funds reported $8.03B of Schwab US Large-Cap Growth ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 68 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2021 and 40 closed out, a net change of +28 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $64.3M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2021 was Financial Engines Advisors, an estimated $312M sold.
Based on aggregated 13F filings for Q2 2021.