We are live on ! Find out more
LRGE icon

ClearBridge Large Cap Growth Select ETF
LRGE

76 hedge funds and large institutions have $223M invested in ClearBridge Large Cap Growth Select ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

53% more capital invested

Capital invested by funds: $146M → $223M (+$77.6M)

49% more funds holding

Funds holding: 51 → 76 (+25)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.45% less ownership

Funds ownership: 67.94% → 61.49% (-6.4%)

Holders
76
Holders Change
+25
Holders Change %
+49.02%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
26
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.7M
2
LPL Financial
LPL Financial
California
+$8.68M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.7M
4
Stifel Financial
Stifel Financial
Missouri
+$6.43M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.01M
2
AAS
Avantax Advisory Services
Texas
-$2.01M
3
OMC
Old Mission Capital
Illinois
-$1.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$506K
5
Osaic Holdings
Osaic Holdings
Arizona
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.05M +$1.01M +15,099 New
NA
27
NewEdge Advisors
Louisiana
$903K +$711K +10,652 +466%
Ameriprise
28
Ameriprise
Minnesota
$869K +$831K +12,452 New
Osaic Holdings
29
Osaic Holdings
Arizona
$860K -$501K -7,506 -38%
Goldman Sachs
30
Goldman Sachs
New York
$782K – – –
CG
31
Corundum Group
Colorado
$712K -$9.41K -141 -1%
PFS
32
Prospera Financial Services
Texas
$705K +$348K +5,220 +107%
SI
33
Stephens Inc
Arkansas
$622K +$595K +8,906 New
AWS
34
Atria Wealth Solutions
New York
$564K +$281K +4,204 +109%
Wells Fargo
35
Wells Fargo
California
$531K +$88.5K +1,326 +21%
PI
36
PFG Investments
New York
$517K +$494K +7,404 New
EFS
37
Essex Financial Services
Connecticut
$492K +$488K +7,310 New
MML Investors Services
38
MML Investors Services
Massachusetts
$464K +$106K +1,592 +32%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$458K -$3.01M -45,084 -87%
RJT
40
Raymond James Trust
Florida
$453K – – –
FM
41
Family Management
New York
$448K – – –
MIA
42
Milestone Investment Advisors
Wisconsin
$412K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$407K +$389K +5,833 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$391K – – –
APWA
45
Atlas Private Wealth Advisors
New Jersey
$366K +$350K +5,240 New
Creative Planning
46
Creative Planning
Kansas
$358K +$342K +5,126 New
WS
47
Wedbush Securities
California
$337K +$322K +4,829 New
OMC
48
Old Mission Capital
Illinois
$334K -$1.1M -16,453 -77%
MOS
49
MGO One Seven
Ohio
$325K -$10K -150 -3%
CTC
50
Central Trust Company
Missouri
$316K +$302K +4,519 New
1
2
3 4

LRGE Hedge Fund Activity: Q2 2024 in Review

76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q2 2024, worth a combined $223M — up 53% from $146M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LRGE positions and 2 closed out — a net gain of 25 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.01M.

  • 76 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $223M of ClearBridge Large Cap Growth Select ETF stock for Q2 2024, up 53% quarter-over-quarter.
  • 27 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q2 2024 and 2 closed out, a net change of +25 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q2 2024 was Morgan Stanley, an estimated $13.7M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q2 2024 was Susquehanna International Group, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2024.