ClearBridge Large Cap Growth Select ETF
LRGE
51 hedge funds and large institutions have $146M invested in ClearBridge Large Cap Growth Select ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
19% more funds holding
Funds holding: 43 → 51 (+8)
9% more capital invested
Capital invested by funds: $133M → $146M (+$12.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.07% less ownership
Funds ownership: 72.01% → 67.94% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
+$5.96M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.46M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.36M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.2M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$6.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$833K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$391K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FP
51
Financial Perspectives
Minneapolis,
Minnesota
| $5.57K | – | – | – |
|
|
52
Citadel Advisors
Miami,
Florida
| – | -$1.13M | -18,940 | Closed |
|
LRGE Hedge Fund Activity: Q1 2024 in Review
51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q1 2024, worth a combined $146M — up 9.5% from $133M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LRGE positions and 1 closed out — a net gain of 8 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Opal Wealth Advisors, adding an estimated $5.96M. The largest seller was Morgan Stanley, cutting an estimated $12.2M.
- 51 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q1 2024, up from 43 in Q4 2023.
- Funds reported $146M of ClearBridge Large Cap Growth Select ETF stock for Q1 2024, up 9.5% quarter-over-quarter.
- 9 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q1 2024 and 1 closed out, a net change of +8 holders.
- The largest ClearBridge Large Cap Growth Select ETF buyer in Q1 2024 was Opal Wealth Advisors, an estimated $5.96M added.
- The largest ClearBridge Large Cap Growth Select ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.2M sold.
Based on aggregated 13F filings for Q1 2024.