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ClearBridge Large Cap Growth Select ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2633 (+7)

9.17% more ownership

Funds ownership: 59.87%69.04% (+9.2%)

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
13
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$28.5M -$15.8M -329,921 -37%
OWA
2
Opal Wealth Advisors
New York
$24.7M +$23.6M +493,264 New
Morgan Stanley
3
Morgan Stanley
New York
$15.6M +$3.32M +69,287 +29%
LPL Financial
4
LPL Financial
California
$3.52M +$525K +10,963 +18%
WS
5
Wedbush Securities
California
$2.31M +$238K +4,972 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.86M +$287K +5,998 +19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.81M -$110K -2,288 -6%
PI
8
PFS Investments
Georgia
$1.61M +$258K +5,387 +20%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.55M +$1.48M +30,955 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.48M +$893K +18,638 +170%
PFS
11
Prospera Financial Services
Texas
$1.25M +$369K +7,697 +44%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.2M -$58.3K -1,217 -5%
MFG
13
Menard Financial Group
Texas
$1.14M -$488K -10,191 -31%
Stifel Financial
14
Stifel Financial
Missouri
$1.04M +$203K +4,233 +26%
SAS
15
Sage Advisory Services
Texas
$891K -$152K -3,166 -15%
CAN
16
Cetera Advisor Networks
California
$435K +$96.1K +2,005 +30%
DA
17
Doliver Advisors
Texas
$334K -$110K -2,300 -26%
UBS Group
18
UBS Group
Switzerland
$324K +$19.4K +405 +7%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$297K +$285K +5,942 New
KAS
20
Kestra Advisory Services
Texas
$288K +$272K +5,674 +5,973%
SFS
21
Sowell Financial Services
Arkansas
$284K +$199K +4,145 +270%
Osaic Holdings
22
Osaic Holdings
Arizona
$274K -$23.7K -495 -8%
OAM
23
Oppenheimer Asset Management
New York
$238K +$228K +4,761 New
CA
24
CGN Advisors
Kansas
$231K +$221K +4,611 New
FCA
25
FinTrust Capital Advisors
South Carolina
$120K

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.