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ClearBridge Large Cap Growth Select ETF

26 hedge funds and large institutions have $68.8M invested in ClearBridge Large Cap Growth Select ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 1

39% more capital invested

Capital invested by funds: $49.5M → $68.8M (+$19.2M)

12.28% more ownership

Funds ownership: 47.6%59.87% (+12%)

10% less funds holding

Funds holding: 2926 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$41.2M +$10.2M +230,157 +34%
Morgan Stanley
2
Morgan Stanley
New York
$11.1M +$1.75M +39,470 +19%
LPL Financial
3
LPL Financial
California
$2.72M +$271K +6,107 +11%
WS
4
Wedbush Securities
California
$1.89M +$884K +19,919 +94%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.76M +$1.39M +31,334 +444%
MFG
6
Menard Financial Group
Texas
$1.51M +$7.59K +171 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.43M +$1.08M +24,290 +355%
PI
8
PFS Investments
Georgia
$1.24M +$532K +11,983 +80%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.16M +$12.6K +283 +1%
SAS
10
Sage Advisory Services
Texas
$961K +$302K +6,807 +48%
PFS
11
Prospera Financial Services
Texas
$793K +$768K +17,301 New
Stifel Financial
12
Stifel Financial
Missouri
$760K +$42.1K +948 +6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$502K +$131K +2,958 +37%
DA
14
Doliver Advisors
Texas
$411K -$445K -10,025 -53%
CAN
15
Cetera Advisor Networks
California
$307K +$141K +3,167 +90%
UBS Group
16
UBS Group
Switzerland
$278K +$35.4K +798 +15%
Osaic Holdings
17
Osaic Holdings
Arizona
$275K +$111K +2,498 +72%
KAS
18
Kestra Advisory Services
Texas
$265K +$4.22K +95 New
AIP
19
Ameritas Investment Partners
Nebraska
$85K
SFS
20
Sowell Financial Services
Arkansas
$70K +$3.77K +85 +6%
IA
21
IFP Advisors
Florida
$38K
AIC
22
Archer Investment Corporation
Indiana
$14.6K
FHA
23
Flagship Harbor Advisors
Massachusetts
$11K
AF
24
Advisornet Financial
Minnesota
$9K +$8.44K +190 New
FCA
25
FinTrust Capital Advisors
South Carolina
$110

LRGE Hedge Fund Activity: Q3 2020 in Review

26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q3 2020, worth a combined $68.8M — up 39% from $49.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LRGE and 3 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 16 added.

The largest buyer was Avantax Advisory Services, adding an estimated $10.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.02M sold.

  • 26 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q3 2020, down from 29 in Q2 2020.
  • Funds reported $68.8M of ClearBridge Large Cap Growth Select ETF stock for Q3 2020, up 39% quarter-over-quarter.
  • 3 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q3 2020 and 6 closed out, a net change of -3 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $10.2M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q3 2020 was Susquehanna International Group, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2020.