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ClearBridge Large Cap Growth Select ETF

47 hedge funds and large institutions have $157M invested in ClearBridge Large Cap Growth Select ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 10 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

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

35% more capital invested

Capital invested by funds: $116M → $157M (+$40.8M)

18% more funds holding

Funds holding: 4047 (+7)

5.26% more ownership

Funds ownership: 69.62%74.88% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
26
Pinnacle Private Wealth
Massachusetts
$242K +$240K +3,989 New
AP
27
Appleton Partners
Massachusetts
$241K +$8.2K +136 +4%
Truist Financial
28
Truist Financial
North Carolina
$234K
MOS
29
MGO One Seven
Ohio
$223K +$15.1K +250 +7%
FCA
30
FinTrust Capital Advisors
South Carolina
$219K
EWA
31
EverSource Wealth Advisors
Alabama
$164K +$163K +2,696 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$103K +$55.8K +926 +122%
AIP
33
Ameritas Investment Partners
Nebraska
$82K -$26.5K -440 -24%
AF
34
Advisornet Financial
Minnesota
$79K
FFWM
35
Future Financial Wealth Management
Ohio
$73K +$72.3K +1,200 New
HI
36
Harbour Investments
Wisconsin
$65K
Franklin Resources
37
Franklin Resources
California
$57K -$60 -1 -0.1%
C
38
Covestor
United Kingdom
$22K +$21.8K +361 New
AIC
39
Archer Investment Corporation
Indiana
$19.3K
IA
40
IFP Advisors
Florida
$12K +$11.8K +196 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$9K +$60 +1 +0.7%
JFGIW
42
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$7.9K +131 New
FP
43
Financial Perspectives
Minnesota
$5.04K +$3.8K +63 +315%
CFFP
44
Center for Financial Planning
Michigan
$5K
APA
45
American Portfolios Advisors
New York
$2.61K
Citadel Advisors
46
Citadel Advisors
Florida
-$519K -9,199 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
+$60 +1 New
Wells Fargo
48
Wells Fargo
California
+$60 +1 +100%

LRGE Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q4 2021, worth a combined $157M — up 35% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LRGE positions and 1 closed out — a net gain of 7 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $27.3M. The largest seller was Susquehanna International Group, cutting an estimated $643K.

  • 47 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $157M of ClearBridge Large Cap Growth Select ETF stock for Q4 2021, up 35% quarter-over-quarter.
  • 8 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q4 2021 and 1 closed out, a net change of +7 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q4 2021 was Northwestern Mutual Wealth Management, an estimated $27.3M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q4 2021 was Susquehanna International Group, an estimated $643K sold.

Based on aggregated 13F filings for Q4 2021.