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ClearBridge Large Cap Growth Select ETF

47 hedge funds and large institutions have $157M invested in ClearBridge Large Cap Growth Select ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

35% more capital invested

Capital invested by funds: $116M → $157M (+$40.8M)

18% more funds holding

Funds holding: 4047 (+7)

5.26% more ownership

Funds ownership: 69.62%74.88% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Opal Wealth Advisors
New York
$36.8M +$1.67M +27,730 +5%
AAS
2
Avantax Advisory Services
Texas
$33.5M +$46.4K +770 +0.1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$27.5M +$27.3M +453,265 New
Morgan Stanley
4
Morgan Stanley
New York
$21.2M -$48.7K -808 -0.2%
LPL Financial
5
LPL Financial
California
$6.86M -$88.6K -1,470 -1%
MFG
6
Menard Financial Group
Texas
$4.28M +$1.92M +31,843 +83%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.07M +$298K +4,936 +11%
PI
8
PFS Investments
Georgia
$2.89M +$409K +6,792 +17%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.1M -$643K -10,671 -24%
Stifel Financial
10
Stifel Financial
Missouri
$2.05M +$214K +3,548 +12%
UBS Group
11
UBS Group
Switzerland
$1.73M +$95.7K +1,587 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.69M +$229K +3,803 +16%
RJA
13
Raymond James & Associates
Florida
$1.69M +$148K +2,448 +10%
OAM
14
Oppenheimer Asset Management
New York
$1.54M +$145K +2,400 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.13M -$51.2K -850 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$970K +$68.5K +1,136 +8%
PFS
17
Prospera Financial Services
Texas
$907K +$229K +3,798 +34%
CAN
18
Cetera Advisor Networks
California
$871K +$64.8K +1,075 +8%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$756K +$204K +3,383 +37%
FTUS
20
Flow Traders U.S.
New York
$697K -$63.2K -1,048 -8%
Goldman Sachs
21
Goldman Sachs
New York
$680K
SAS
22
Sage Advisory Services
Texas
$657K +$39K +647 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$633K -$231K -3,826 -27%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$534K -$2.05K -34 -0.4%
Osaic Holdings
25
Osaic Holdings
Arizona
$291K -$69.2K -1,148 -19%

LRGE Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q4 2021, worth a combined $157M — up 35% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LRGE positions and 1 closed out — a net gain of 7 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $27.3M. The largest seller was Susquehanna International Group, cutting an estimated $643K.

  • 47 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $157M of ClearBridge Large Cap Growth Select ETF stock for Q4 2021, up 35% quarter-over-quarter.
  • 8 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q4 2021 and 1 closed out, a net change of +7 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q4 2021 was Northwestern Mutual Wealth Management, an estimated $27.3M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q4 2021 was Susquehanna International Group, an estimated $643K sold.

Based on aggregated 13F filings for Q4 2021.