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ClearBridge Large Cap Growth Select ETF

42 hedge funds and large institutions have $166M invested in ClearBridge Large Cap Growth Select ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

6% more capital invested

Capital invested by funds: $157M → $166M (+$9.14M)

3.89% less ownership

Funds ownership: 74.88%70.99% (-3.9%)

11% less funds holding

Funds holding: 4742 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
17
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
26
Two Sigma Securities
New York
$239K +$237K +4,443 New
Citadel Advisors
27
Citadel Advisors
Florida
$234K +$233K +4,359 New
Osaic Holdings
28
Osaic Holdings
Arizona
$228K -$27.6K -516 -11%
FCA
29
FinTrust Capital Advisors
South Carolina
$194K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$151K +$60.3K +1,128 +67%
EWA
31
EverSource Wealth Advisors
Alabama
$132K -$13.1K -245 -9%
AF
32
Advisornet Financial
Minnesota
$75K +$5.5K +103 +8%
FFWM
33
Future Financial Wealth Management
Ohio
$65K
Franklin Resources
34
Franklin Resources
California
$44K -$6.57K -123 -13%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$44K +$36K +674 +443%
AA
36
Addison Advisors
Vermont
$41K +$40.8K +764 New
AIP
37
Ameritas Investment Partners
Nebraska
$37K -$35.5K -665 -49%
C
38
Covestor
United Kingdom
$22K +$2.78K +52 +14%
AIC
39
Archer Investment Corporation
Indiana
$16.3K
CFFP
40
Center for Financial Planning
Michigan
$5K
FP
41
Financial Perspectives
Minnesota
$4.46K
APA
42
American Portfolios Advisors
New York
$2.31K
MFG
43
Menard Financial Group
Texas
-$4.28M -70,399 Closed
PPW
44
Pinnacle Private Wealth
Massachusetts
-$242K -3,989 Closed
AP
45
Appleton Partners
Massachusetts
-$241K -3,973 Closed
Truist Financial
46
Truist Financial
North Carolina
-$234K -3,853 Closed
MOS
47
MGO One Seven
Ohio
-$223K -3,676 Closed
IA
48
IFP Advisors
Florida
-$12K -196 Closed
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8K -131 Closed
Wells Fargo
50
Wells Fargo
California
-$107 -2 Closed

LRGE Hedge Fund Activity: Q1 2022 in Review

42 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q1 2022, worth a combined $166M — up 5.8% from $157M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LRGE and 5 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $30.9M. The largest seller was Menard Financial Group, exiting entirely with an estimated $4.28M sold.

  • 42 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q1 2022, down from 47 in Q4 2021.
  • Funds reported $166M of ClearBridge Large Cap Growth Select ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 5 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q1 2022 and 9 closed out, a net change of -4 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $30.9M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q1 2022 was Menard Financial Group, an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2022.