Schwab US Large-Cap Growth ETF
SCHG
943 hedge funds and large institutions have $11.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 373 increasing their positions, 317 reducing their positions, and 32 closing their positions.
191% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 32
167% more call options, than puts
Call options by funds: $8.56M | Put options by funds: $3.21M
18% more repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 317
18% more capital invested
Capital invested by funds: $9.5B → $11.2B (+$1.66B)
13% more funds holding in top 10
Funds holding in top 10: 136 → 154 (+18)
6% more funds holding
Funds holding: 892 → 943 (+51)
3.08% less ownership
Funds ownership: 234.49% → 231.41% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$130M |
| 2 |
Morgan Stanley
New York
|
+$50.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.5M |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$32.5M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$112M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$43.8M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$28.1M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$24.9M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$24.5M |
SCHG Hedge Fund Activity: Q2 2023 in Review
943 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2023, worth a combined $11.2B — up 18% from $9.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SCHG positions and 32 closed out — a net gain of 61 holders — while 373 added to existing stakes and 317 trimmed.
The largest buyer was Angeles Investment Advisors, adding an estimated $130M. The largest seller was Financial Engines Advisors, cutting an estimated $112M.
- 943 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2023, up from 892 in Q1 2023.
- Funds reported $11.2B of Schwab US Large-Cap Growth ETF stock for Q2 2023, up 18% quarter-over-quarter.
- 93 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2023 and 32 closed out, a net change of +61 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q2 2023 was Angeles Investment Advisors, an estimated $130M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q2 2023 was Financial Engines Advisors, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2023.