We are live on ! Find out more
LRGE icon

ClearBridge Large Cap Growth Select ETF
LRGE

88 hedge funds and large institutions have $254M invested in ClearBridge Large Cap Growth Select ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

11% more funds holding

Funds holding: 79 → 88 (+9)

2% more capital invested

Capital invested by funds: $249M → $254M (+$5.61M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.11% less ownership

Funds ownership: 64.77% → 63.67% (-1.1%)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
21
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$2.16M
2
M&T Bank
M&T Bank
New York
+$2.06M
3
FFO
Fortitude Family Office
Arizona
+$2.06M
4
AFA
AA Financial Advisors
Ohio
+$946K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$884K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$5.34M
2
Morgan Stanley
Morgan Stanley
New York
-$2.69M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.48M
4
Ameriprise
Ameriprise
Minnesota
-$911K
5
IWM
IHT Wealth Management
Illinois
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.36M +$274K +3,618 +25%
CCAM
27
Cascades Capital Asset Management
North Carolina
$1.19M -$69.3K -916 -5%
IWM
28
IHT Wealth Management
Illinois
$1.17M -$585K -7,725 -33%
Osaic Holdings
29
Osaic Holdings
Arizona
$974K +$92.7K +1,225 +10%
PAG
30
Private Advisor Group
New Jersey
$950K -$116K -1,531 -11%
Wells Fargo
31
Wells Fargo
California
$936K +$142K +1,877 +18%
PFS
32
Prospera Financial Services
Texas
$752K -$12.7K -168 -2%
GSWM
33
Golden State Wealth Management
California
$737K +$741K +9,789 New
NI
34
Natural Investments
California
$672K +$676K +8,931 New
SI
35
Stephens Inc
Arkansas
$670K – – –
CG
36
Corundum Group
Colorado
$665K -$12.6K -167 -2%
RA
37
RFG Advisory
Alabama
$652K +$656K +8,660 New
PI
38
PFG Investments
New York
$598K +$10.4K +138 +2%
KIM
39
Kestra Investment Management
Texas
$593K – – –
AWS
40
Atria Wealth Solutions
New York
$550K -$69.4K -917 -11%
NA
41
NewEdge Advisors
Louisiana
$537K -$89K -1,175 -14%
FM
42
Family Management
New York
$483K – – –
MIA
43
Milestone Investment Advisors
Wisconsin
$445K – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$432K -$34.5K -456 -7%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$422K – – –
WA
46
Win Advisors
Florida
$398K +$400K +5,286 New
KAS
47
Kestra Advisory Services
Texas
$394K -$5.34M -70,597 -93%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$390K +$146K +1,925 +59%
MOS
49
MGO One Seven
Ohio
$377K +$27.6K +365 +8%
CTC
50
Central Trust Company
Missouri
$338K -$151 -2 -0%
1
2
3 4

LRGE Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q4 2024, worth a combined $254M — up 2.3% from $249M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LRGE positions and 6 closed out — a net gain of 13 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $2.16M. The largest seller was Kestra Advisory Services, cutting an estimated $5.34M.

  • 88 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $254M of ClearBridge Large Cap Growth Select ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 19 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $2.16M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $5.34M sold.

Based on aggregated 13F filings for Q4 2024.