ClearBridge Large Cap Growth Select ETF
LRGE
33 hedge funds and large institutions have $91.5M invested in ClearBridge Large Cap Growth Select ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
33% more capital invested
Capital invested by funds: $68.8M → $91.5M (+$22.8M)
27% more funds holding
Funds holding: 26 → 33 (+7)
9.17% more ownership
Funds ownership: 59.87% → 69.04% (+9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.32M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.48M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$893K |
| 4 |
LPL Financial
San Diego,
California
|
+$525K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$15.8M |
| 2 |
MFG
Menard Financial Group
Houston,
Texas
|
-$488K |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$152K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$110K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
26
Ameritas Investment Partners
Lincoln,
Nebraska
| $93K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $81K | +$77.2K | +1,611 | +161,100% |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $65K | +$62K | +1,295 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $41K | – | – | – |
|
|
QI
30
QS Investors
New York
| $38K | +$36.7K | +767 | New |
|
|
AIC
31
Archer Investment Corporation
Carmel,
Indiana
| $15.9K | – | – | – |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $10K | – | – | – |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | +$3.93K | +82 | New |
|
|
FHA
34
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$11K | -250 | Closed |
|
LRGE Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q4 2020, worth a combined $91.5M — up 33% from $68.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LRGE positions and 1 closed out — a net gain of 7 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.32M. The largest seller was Avantax Advisory Services, cutting an estimated $15.8M.
- 33 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q4 2020, up from 26 in Q3 2020.
- Funds reported $91.5M of ClearBridge Large Cap Growth Select ETF stock for Q4 2020, up 33% quarter-over-quarter.
- 8 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q4 2020 and 1 closed out, a net change of +7 holders.
- The largest ClearBridge Large Cap Growth Select ETF buyer in Q4 2020 was Morgan Stanley, an estimated $3.32M added.
- The largest ClearBridge Large Cap Growth Select ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $15.8M sold.
Based on aggregated 13F filings for Q4 2020.