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ClearBridge Large Cap Growth Select ETF

37 hedge funds and large institutions have $113M invested in ClearBridge Large Cap Growth Select ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

15% more capital invested

Capital invested by funds: $98.3M → $113M (+$14.7M)

2.65% more ownership

Funds ownership: 68.31%70.96% (+2.7%)

0% more funds holding

Funds holding: 3737 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
15
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
$33.9M +$2.8M +52,441 +9%
AAS
2
Avantax Advisory Services
Texas
$30.7M -$149K -2,783 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$20M +$1.05M +19,712 +6%
LPL Financial
4
LPL Financial
California
$6.14M +$1.32M +24,784 +29%
MA
5
Mutual Advisors
Nebraska
$2.22M +$175K +3,285 +9%
PI
6
PFS Investments
Georgia
$2.11M -$441K -8,263 -18%
MFG
7
Menard Financial Group
Texas
$1.93M +$69.6K +1,304 +4%
Citadel Advisors
8
Citadel Advisors
Florida
$1.7M +$333K +6,236 +26%
Stifel Financial
9
Stifel Financial
Missouri
$1.55M +$168K +3,142 +13%
UBS Group
10
UBS Group
Switzerland
$1.47M -$98.9K -1,851 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.46M -$859K -16,083 -38%
RJA
12
Raymond James & Associates
Florida
$1.25M +$1.2M +22,472 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.18M -$21.2K -397 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.06M -$218K -4,081 -18%
CAN
15
Cetera Advisor Networks
California
$752K +$61.8K +1,158 +9%
OAM
16
Oppenheimer Asset Management
New York
$725K +$123K +2,303 +22%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$721K -$363K -6,806 -35%
PFS
18
Prospera Financial Services
Texas
$622K +$5.34K +100 +0.9%
SAS
19
Sage Advisory Services
Texas
$609K -$225K -4,215 -28%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$497K +$69.8K +1,307 +17%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$486K +$465K +8,698 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$441K +$89.5K +1,676 +27%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$298K +$7.48K +140 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$294K +$4.75K +89 +2%
WS
25
Wedbush Securities
California
$267K -$561K -10,496 -69%

LRGE Hedge Fund Activity: Q2 2021 in Review

37 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q2 2021, worth a combined $113M — up 15% from $98.3M a quarter earlier.

Fund positioning in LRGE was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 12 trimmed.

The largest buyer was Opal Wealth Advisors, adding an estimated $2.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $859K.

  • 37 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $113M of ClearBridge Large Cap Growth Select ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 4 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q2 2021 and 4 closed out, a net change of 0 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q2 2021 was Opal Wealth Advisors, an estimated $2.8M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $859K sold.

Based on aggregated 13F filings for Q2 2021.