ClearBridge Large Cap Growth Select ETF
LRGE
29 hedge funds and large institutions have $49.5M invested in ClearBridge Large Cap Growth Select ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
26% more funds holding
Funds holding: 23 → 29 (+6)
32.73% less ownership
Funds ownership: 80.33% → 47.6% (-33%)
67% less capital invested
Capital invested by funds: $152M → $49.5M (-$103M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$715K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$714K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$587K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$554K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$133M |
| 2 |
MFG
Menard Financial Group
Houston,
Texas
|
-$1.84M |
| 3 |
Morgan Stanley
New York
|
-$1.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$507K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$26.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Archer Investment Corporation
Carmel,
Indiana
| $13K | – | – | – |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| $10K | – | – | – |
|
|
GSWM
28
Golden State Wealth Management
Santa Ana,
California
| – | -$23K | -700 | Closed |
|
|
VFA
29
Valeo Financial Advisors
Carmel,
Indiana
| – | -$4K | -113 | Closed |
|
30
Fidelity Investments
Boston,
Massachusetts
| – | +$188 | +5 | New |
|
LRGE Hedge Fund Activity: Q2 2020 in Review
29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q2 2020, worth a combined $49.5M — down 67% from $152M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LRGE positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.14M. The largest seller was Avantax Advisory Services, cutting an estimated $133M.
- 29 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q2 2020, up from 23 in Q1 2020.
- Funds reported $49.5M of ClearBridge Large Cap Growth Select ETF stock for Q2 2020, down 67% quarter-over-quarter.
- 8 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q2 2020 and 2 closed out, a net change of +6 holders.
- The largest ClearBridge Large Cap Growth Select ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $1.14M added.
- The largest ClearBridge Large Cap Growth Select ETF seller in Q2 2020 was Avantax Advisory Services, an estimated $133M sold.
Based on aggregated 13F filings for Q2 2020.