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ClearBridge Large Cap Growth Select ETF

19 hedge funds and large institutions have $173M invested in ClearBridge Large Cap Growth Select ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $148M → $173M (+$25.3M)

12% more funds holding

Funds holding: 1719 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 87.48%86.58% (-0.9%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$161M +$4.73M +130,017 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.16M +$4.76M +130,944 +423%
LPL Financial
3
LPL Financial
California
$2.35M +$607K +16,687 +37%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.1M +$1.05M +28,896 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$860K +$87.9K +2,416 +12%
WS
6
Wedbush Securities
California
$399K +$56K +1,540 +17%
SAS
7
Sage Advisory Services
Texas
$287K -$6.25K -172 -2%
GLA
8
Good Life Advisors
Pennsylvania
$225K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$93K +$6.66K +183 +8%
FCA
10
FinTrust Capital Advisors
South Carolina
$92K
AG
11
Advisor Group
Arizona
$72K -$4.91K -135 -7%
AIP
12
Ameritas Investment Partners
Nebraska
$70K
AIC
13
Archer Investment Corporation
Indiana
$34K +$32.8K +901 New
QI
14
QS Investors
New York
$33K
IA
15
IFP Advisors
Florida
$32K -$10.5K -290 -26%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$14K +$13.6K +373 New
WQ
17
Wealth Quarterback
New Jersey
$13.4K +$12.8K +351 New
FHA
18
Flagship Harbor Advisors
Massachusetts
$10K
Jane Street
19
Jane Street
New York
-$292K -8,397 Closed
CCM
20
Cribstone Capital Management
Maine
-$26K -750 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$2K -50 Closed
Wells Fargo
22
Wells Fargo
California
+$36 +1 New

LRGE Hedge Fund Activity: Q4 2019 in Review

19 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q4 2019, worth a combined $173M — up 17% from $148M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LRGE positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.76M. The largest seller was Jane Street, exiting entirely with an estimated $292K sold.

  • 19 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q4 2019, up from 17 in Q3 2019.
  • Funds reported $173M of ClearBridge Large Cap Growth Select ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 5 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q4 2019 and 3 closed out, a net change of +2 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q4 2019 was Morgan Stanley, an estimated $4.76M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q4 2019 was Jane Street, an estimated $292K sold.

Based on aggregated 13F filings for Q4 2019.