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ClearBridge Large Cap Growth Select ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2329 (+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: 20 (-2)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$27.3M -$133M -3,534,198 -84%
Morgan Stanley
2
Morgan Stanley
New York
$8.27M -$1.1M -29,146 -13%
LPL Financial
3
LPL Financial
California
$2.17M -$507K -13,497 -20%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.02M +$1.14M +30,224 +158%
Citadel Advisors
5
Citadel Advisors
Florida
$1.86M +$715K +19,025 +72%
MFG
6
Menard Financial Group
Texas
$1.33M -$1.84M -48,837 -60%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.02M -$26.8K -712 -3%
WS
8
Wedbush Securities
California
$866K +$554K +14,754 +229%
DA
9
Doliver Advisors
Texas
$776K +$714K +19,000 New
Stifel Financial
10
Stifel Financial
Missouri
$638K +$587K +15,631 New
PI
11
PFS Investments
Georgia
$613K +$199K +5,286 +54%
SAS
12
Sage Advisory Services
Texas
$579K +$252K +6,698 +88%
Jane Street
13
Jane Street
New York
$369K +$340K +9,049 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$326K +$300K +7,986 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$288K +$29.9K +795 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$279K +$94.2K +2,506 +58%
UBS Group
17
UBS Group
Switzerland
$215K +$161K +4,289 +435%
CAN
18
Cetera Advisor Networks
California
$144K +$132K +3,520 New
Osaic Holdings
19
Osaic Holdings
Arizona
$142K +$36.3K +966 +38%
FCA
20
FinTrust Capital Advisors
South Carolina
$98K
AIP
21
Ameritas Investment Partners
Nebraska
$76K
SFS
22
Sowell Financial Services
Arkansas
$59K +$54.5K +1,451 New
QI
23
QS Investors
New York
$33K -$2.18K -58 -7%
IA
24
IFP Advisors
Florida
$33K
TRCT
25
Tower Research Capital (TRC)
New York
$26K +$24K +638 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.