ClearBridge Large Cap Growth Select ETF
LRGE
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.
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: 76 → 79 (+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: 1 → 1 (0)
17% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$4.32M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.07M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.68M |
| 4 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
+$2.22M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.65M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.41M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.33M |
| 4 |
Goldman Sachs
New York
|
-$487K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$438K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $14K | +$13.5K | +192 | New |
|
77
Bank of America
Charlotte,
North Carolina
| $12.3K | – | – | – |
|
|
FP
78
Financial Perspectives
Minneapolis,
Minnesota
| $6.06K | – | – | – |
|
79
Comerica Bank
Dallas,
Texas
| $365 | – | – | – |
|
|
OMC
80
Old Mission Capital
Chicago,
Illinois
| – | -$334K | -4,781 | Closed |
|
|
IPAM
81
Investment Partners Asset Management
Metuchen,
New Jersey
| – | -$214K | -3,067 | Closed |
|
|
WIA
82
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | -$163K | -2,424 | Closed |
|
|
CAL
83
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$134K | -1,924 | Closed |
|
|
SNB
84
Security National Bank
Omaha,
Nebraska
| – | -$3.96K | -57 | Closed |
|
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.