ClearBridge Large Cap Growth Select ETF
LRGE
23 hedge funds and large institutions have $152M invested in ClearBridge Large Cap Growth Select ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more funds holding
Funds holding: 19 → 23 (+4)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
6.25% less ownership
Funds ownership: 86.58% → 80.33% (-6.2%)
12% less capital invested
Capital invested by funds: $173M → $152M (-$20.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Menard Financial Group
Houston,
Texas
|
+$3.01M |
| 2 |
Morgan Stanley
New York
|
+$2.58M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$979K |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$359K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$361K |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$225K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$149K |
| 5 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$21.5K |
LRGE Hedge Fund Activity: Q1 2020 in Review
23 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q1 2020, worth a combined $152M — down 12% from $173M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LRGE positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Menard Financial Group, opening a new position worth an estimated $3.01M. The largest seller was Avantax Advisory Services, cutting an estimated $1.16M.
- 23 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q1 2020, up from 19 in Q4 2019.
- Funds reported $152M of ClearBridge Large Cap Growth Select ETF stock for Q1 2020, down 12% quarter-over-quarter.
- 8 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q1 2020 and 3 closed out, a net change of +5 holders.
- The largest ClearBridge Large Cap Growth Select ETF buyer in Q1 2020 was Menard Financial Group, an estimated $3.01M added.
- The largest ClearBridge Large Cap Growth Select ETF seller in Q1 2020 was Avantax Advisory Services, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2020.