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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
DAS
51
Dynamic Advisor Solutions
Arizona
$290K -$112K -1,672 -29%
TAM
52
Townsend Asset Management
North Carolina
$288K +$275K +4,122 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$228K +$218K +3,263 New
APP
54
Avantax Planning Partners
Iowa
$227K – – –
ECA
55
Elevation Capital Advisory
Oregon
$217K +$208K +3,109 New
IPAM
56
Investment Partners Asset Management
New Jersey
$214K +$205K +3,067 New
IFG
57
Independent Financial Group
California
$210K +$201K +3,010 New
OCM
58
One Capital Management
California
$204K +$195K +2,924 New
WIA
59
Wetzel Investment Advisors
Indiana
$163K – – –
CAL
60
Capital Analysts LLC
Pennsylvania
$134K – – –
FCA
61
FinTrust Capital Advisors
South Carolina
$130K – – –
Russell Investments Group
62
Russell Investments Group
United Kingdom
$116K +$111K +1,656 New
SPIA
63
Steward Partners Investment Advisory
New York
$71.7K +$68.6K +1,027 New
HI
64
Harbour Investments
Wisconsin
$55.6K – – –
AA
65
Addison Advisors
Vermont
$53.3K – – –
AF
66
Advisornet Financial
Minnesota
$39.8K – – –
SS
67
Sunbelt Securities
Texas
$26.8K +$25.6K +384 New
NS
68
NBC Securities
Alabama
$24K +$23.2K +347 New
JP Morgan Chase
69
JP Morgan Chase
New York
$23.8K +$22.8K +341 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$21.4K +$67 +1 +0.3%
GRP
71
Global Retirement Partners
California
$17.8K – – –
Bank of America
72
Bank of America
North Carolina
$11.7K +$935 +14 +9%
FP
73
Financial Perspectives
Minnesota
$5.79K – – –
SNB
74
Security National Bank
Nebraska
$3.96K +$3.81K +57 New
IRC
75
Investors Research Corp
Georgia
$1.19K +$1.14K +17 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.