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ClearBridge Large Cap Growth Select ETF
LRGE

79 hedge funds and large institutions have $249M invested in ClearBridge Large Cap Growth Select ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $223M → $249M (+$25.4M)

4% more funds holding

Funds holding: 76 → 79 (+3)

3.29% more ownership

Funds ownership: 61.49% → 64.77% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
24
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$4.32M
2
LPL Financial
LPL Financial
California
+$3.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.68M
4
OWA
Opal Wealth Advisors
New York
+$2.22M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.65M
2
AAS
Avantax Advisory Services
Texas
-$1.41M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.33M
4
Goldman Sachs
Goldman Sachs
New York
-$487K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.68M -$1.06K -15 -0.1%
PA
27
PFG Advisors
Arizona
$1.6M +$267K +3,792 +21%
CCAM
28
Cascades Capital Asset Management
North Carolina
$1.22M +$1.18M +16,737 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.06M +$557K +7,906 +120%
PAG
30
Private Advisor Group
New Jersey
$1.03M -$66.1K -939 -6%
Ameriprise
31
Ameriprise
Minnesota
$911K +$1.55K +22 +0.2%
Osaic Holdings
32
Osaic Holdings
Arizona
$856K -$41.7K -593 -5%
Wells Fargo
33
Wells Fargo
California
$771K +$208K +2,959 +39%
PFS
34
Prospera Financial Services
Texas
$742K +$4.01K +57 +0.6%
CG
35
Corundum Group
Colorado
$658K -$84K -1,193 -12%
SI
36
Stephens Inc
Arkansas
$650K – – –
NA
37
NewEdge Advisors
Louisiana
$607K -$326K -4,630 -36%
AWS
38
Atria Wealth Solutions
New York
$600K +$10.3K +146 +2%
KIM
39
Kestra Investment Management
Texas
$576K +$555K +7,885 New
PI
40
PFG Investments
New York
$570K +$28.2K +400 +5%
EFS
41
Essex Financial Services
Connecticut
$539K -$8.73K -124 -2%
RJT
42
Raymond James Trust
Florida
$474K – – –
FM
43
Family Management
New York
$468K – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$452K -$31.7K -450 -7%
MIA
45
Milestone Investment Advisors
Wisconsin
$431K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$409K – – –
Creative Planning
47
Creative Planning
Kansas
$374K – – –
MOS
48
MGO One Seven
Ohio
$339K -$493 -7 -0.2%
CTC
49
Central Trust Company
Missouri
$329K -$1.41K -20 -0.4%
WS
50
Wedbush Securities
California
$324K -$27.9K -396 -8%
1
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LRGE Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q3 2024, worth a combined $249M — up 11% from $223M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LRGE positions and 5 closed out — a net gain of 3 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $4.32M. The largest seller was Morgan Stanley, cutting an estimated $1.65M.

  • 79 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $249M of ClearBridge Large Cap Growth Select ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 8 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q3 2024 was M&T Bank, an estimated $4.32M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q3 2024 was Morgan Stanley, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2024.