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ClearBridge Large Cap Growth Select ETF

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: 7679 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$313K -$487K -6,911 -62%
APWA
52
Atlas Private Wealth Advisors
New Jersey
$289K -$90.5K -1,286 -25%
TAM
53
Townsend Asset Management
North Carolina
$274K -$26.1K -371 -9%
ECA
54
Elevation Capital Advisory
Oregon
$240K +$12.6K +179 +6%
GM
55
GeoWealth Management
Illinois
$240K +$231K +3,288 New
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$238K
APP
57
Avantax Planning Partners
Iowa
$237K
DAS
58
Dynamic Advisor Solutions
Arizona
$232K -$69.1K -981 -24%
IFG
59
Independent Financial Group
California
$220K
OCM
60
One Capital Management
California
$214K
DC
61
Davenport & Co
Virginia
$207K +$200K +2,839 New
JP Morgan Chase
62
JP Morgan Chase
New York
$187K +$156K +2,217 +650%
FCA
63
FinTrust Capital Advisors
South Carolina
$136K -$563 -8 -0.4%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$121K
FFWM
65
Future Financial Wealth Management
Ohio
$87.6K +$84.5K +1,200 New
SPIA
66
Steward Partners Investment Advisory
New York
$81.2K +$5.98K +85 +8%
HI
67
Harbour Investments
Wisconsin
$58.2K
AA
68
Addison Advisors
Vermont
$55.8K
AF
69
Advisornet Financial
Minnesota
$41.6K
SS
70
Sunbelt Securities
Texas
$25.3K -$2.67K -38 -10%
NS
71
NBC Securities
Alabama
$25K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$22.3K -$70 -1 -0.3%
IRC
73
Investors Research Corp
Georgia
$21K +$19.1K +271 +1,594%
GRP
74
Global Retirement Partners
California
$18.1K -$493 -7 -3%
HFS
75
Hantz Financial Services
Michigan
$17K +$16.2K +230 New

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.