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ClearBridge Large Cap Growth Select ETF

37 hedge funds and large institutions have $98.3M invested in ClearBridge Large Cap Growth Select ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

12% more funds holding

Funds holding: 3337 (+4)

7% more capital invested

Capital invested by funds: $91.5M → $98.3M (+$6.78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

0.74% less ownership

Funds ownership: 69.04%68.31% (-0.74%)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Opal Wealth Advisors
New York
$28M +$3.06M +61,123 +12%
AAS
2
Avantax Advisory Services
Texas
$27.9M -$804K -16,078 -3%
Morgan Stanley
3
Morgan Stanley
New York
$17.1M +$1.35M +27,066 +9%
LPL Financial
4
LPL Financial
California
$4.3M +$742K +14,836 +21%
PI
5
PFS Investments
Georgia
$2.29M +$648K +12,959 +40%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.13M +$629K +12,584 +43%
MA
7
Mutual Advisors
Nebraska
$1.84M +$1.82M +36,451 New
MFG
8
Menard Financial Group
Texas
$1.68M +$525K +10,499 +46%
UBS Group
9
UBS Group
Switzerland
$1.42M +$1.08M +21,629 +334%
Stifel Financial
10
Stifel Financial
Missouri
$1.24M +$187K +3,737 +18%
Citadel Advisors
11
Citadel Advisors
Florida
$1.23M +$1.21M +24,230 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.17M -$397K -7,944 -26%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.09M -$122K -2,439 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$995K -$820K -16,395 -45%
WS
15
Wedbush Securities
California
$772K -$1.54M -30,812 -67%
SAS
16
Sage Advisory Services
Texas
$757K -$140K -2,794 -16%
CAN
17
Cetera Advisor Networks
California
$622K +$181K +3,620 +42%
PFS
18
Prospera Financial Services
Texas
$558K -$698K -13,964 -56%
OAM
19
Oppenheimer Asset Management
New York
$540K +$297K +5,930 +125%
Truist Financial
20
Truist Financial
North Carolina
$467K +$463K +9,254 New
VAS
21
Vestmark Advisory Solutions
Massachusetts
$383K +$82.3K +1,646 +28%
DA
22
Doliver Advisors
Texas
$337K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$314K -$1.55M -30,903 -83%
SFS
24
Sowell Financial Services
Arkansas
$280K -$19K -380 -7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$263K +$260K +5,201 New

LRGE Hedge Fund Activity: Q1 2021 in Review

37 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q1 2021, worth a combined $98.3M — up 7.4% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LRGE positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Opal Wealth Advisors, adding an estimated $3.06M. The largest seller was Royal Bank of Canada, cutting an estimated $1.55M.

  • 37 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q1 2021, up from 33 in Q4 2020.
  • Funds reported $98.3M of ClearBridge Large Cap Growth Select ETF stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 8 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q1 2021 was Opal Wealth Advisors, an estimated $3.06M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2021.