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ClearBridge Large Cap Growth Select ETF

41 hedge funds and large institutions have $110M invested in ClearBridge Large Cap Growth Select ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 4241 (-1)

2.74% less ownership

Funds ownership: 70.99%68.25% (-2.7%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

34% less capital invested

Capital invested by funds: $166M → $110M (-$56.5M)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$274K +$301K +6,565 New
RJT
27
Raymond James Trust
Florida
$271K +$297K +6,493 New
Osaic Holdings
28
Osaic Holdings
Arizona
$210K +$34.5K +753 +18%
FCA
29
FinTrust Capital Advisors
South Carolina
$161K
EWA
30
EverSource Wealth Advisors
Alabama
$106K +$4.86K +106 +4%
AA
31
Addison Advisors
Vermont
$62K +$32.8K +715 +94%
AF
32
Advisornet Financial
Minnesota
$58K
HI
33
Harbour Investments
Wisconsin
$45K +$49.2K +1,073 New
Franklin Resources
34
Franklin Resources
California
$37K +$2.84K +62 +8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$35K +$1.01K +22 +3%
C
36
Covestor
United Kingdom
$15K -$2.66K -58 -14%
AIC
37
Archer Investment Corporation
Indiana
$13.3K
CFFP
38
Center for Financial Planning
Michigan
$4K
FP
39
Financial Perspectives
Minnesota
$3.46K
APA
40
American Portfolios Advisors
New York
$1.79K
PI
41
PFS Investments
Georgia
-$2.81M -52,258 Closed
SAS
42
Sage Advisory Services
Texas
-$644K -11,983 Closed
TSS
43
Two Sigma Securities
New York
-$239K -4,443 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$234K -4,359 Closed
FFWM
45
Future Financial Wealth Management
Ohio
-$65K -1,200 Closed
AIP
46
Ameritas Investment Partners
Nebraska
-$37K -700 Closed
Wells Fargo
47
Wells Fargo
California
+$92 +2 New

LRGE Hedge Fund Activity: Q2 2022 in Review

41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q2 2022, worth a combined $110M — down 34% from $166M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LRGE and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $11.5M.

  • 41 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q2 2022, down from 42 in Q1 2022.
  • Funds reported $110M of ClearBridge Large Cap Growth Select ETF stock for Q2 2022, down 34% quarter-over-quarter.
  • 5 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q2 2022 and 6 closed out, a net change of -1 holder.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q2 2022 was Susquehanna International Group, an estimated $1.4M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2022.