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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
Creative Planning
51
Creative Planning
Kansas
$319K -$66.9K -884 -17%
APWA
52
Atlas Private Wealth Advisors
New Jersey
$298K – – –
RF
53
Rossby Financial
Florida
$294K +$296K +3,907 New
WS
54
Wedbush Securities
California
$286K -$47.9K -633 -14%
OMC
55
Old Mission Capital
Illinois
$268K +$270K +3,560 New
TAM
56
Townsend Asset Management
North Carolina
$260K -$22K -290 -8%
GSEP
57
Golden State Equity Partners
California
$253K +$260K +3,428 New
NG
58
Novem Group
New York
$252K +$254K +3,350 New
DAS
59
Dynamic Advisor Solutions
Arizona
$250K +$11.4K +151 +5%
APP
60
Avantax Planning Partners
Iowa
$244K – – –
JP Morgan Chase
61
JP Morgan Chase
New York
$236K +$43.9K +580 +23%
ECA
62
Elevation Capital Advisory
Oregon
$234K -$13.9K -184 -6%
GM
63
GeoWealth Management
Illinois
$234K -$13.9K -184 -6%
IFG
64
Independent Financial Group
California
$224K -$2.19K -29 -1%
OCM
65
One Capital Management
California
$220K – – –
Russell Investments Group
66
Russell Investments Group
United Kingdom
$182K +$58K +766 +46%
MTIC
67
Missouri Trust & Investment Company
Missouri
$110K +$111K +1,464 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$91.6K +$92.1K +1,217 New
FFWM
69
Future Financial Wealth Management
Ohio
$90.3K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$89.4K +$5.75K +76 +7%
HI
71
Harbour Investments
Wisconsin
$60K – – –
AssetMark Inc
72
AssetMark Inc
California
$59.5K +$59.8K +790 New
AA
73
Addison Advisors
Vermont
$57.5K – – –
NWMP
74
Noble Wealth Management PBC
Colorado
$52.7K +$53K +700 New
IRC
75
Investors Research Corp
Georgia
$44.9K +$23.3K +308 +107%
1 2
3
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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.