We are live on ! Find out more
LRGE icon

ClearBridge Large Cap Growth Select ETF

42 hedge funds and large institutions have $166M invested in ClearBridge Large Cap Growth Select ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

6% more capital invested

Capital invested by funds: $157M → $166M (+$9.14M)

3.89% less ownership

Funds ownership: 74.88%70.99% (-3.9%)

11% less funds holding

Funds holding: 4742 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
17
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$55.5M +$30.9M +578,071 +128%
OWA
2
Opal Wealth Advisors
New York
$28.5M -$4.05M -75,696 -12%
AAS
3
Avantax Advisory Services
Texas
$27.9M -$1.72M -32,109 -6%
Morgan Stanley
4
Morgan Stanley
New York
$18M -$766K -14,325 -4%
LPL Financial
5
LPL Financial
California
$5.07M -$997K -18,648 -17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.02M +$4.43M +82,932 +795%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.35M +$625K +11,686 +23%
PI
8
PFS Investments
Georgia
$2.81M +$251K +4,692 +10%
FTUS
9
Flow Traders U.S.
New York
$2.06M +$1.43M +26,783 +234%
Stifel Financial
10
Stifel Financial
Missouri
$1.85M +$35.8K +670 +2%
UBS Group
11
UBS Group
Switzerland
$1.74M +$205K +3,839 +13%
OAM
12
Oppenheimer Asset Management
New York
$1.73M +$361K +6,756 +27%
RJA
13
Raymond James & Associates
Florida
$1.46M -$33.8K -632 -2%
GIA
14
Gladstone Institutional Advisory
Florida
$1.32M +$1.32M +24,614 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.28M +$415K +7,764 +49%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$957K -$38.6K -722 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$914K -$940K -17,587 -51%
PFS
18
Prospera Financial Services
Texas
$862K +$58.8K +1,100 +7%
CAN
19
Cetera Advisor Networks
California
$786K +$15.2K +285 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$684K -$809K -15,130 -54%
SAS
21
Sage Advisory Services
Texas
$644K +$62.7K +1,174 +11%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$635K -$34.3K -641 -5%
Goldman Sachs
23
Goldman Sachs
New York
$602K
VAS
24
Vestmark Advisory Solutions
Massachusetts
$516K +$42.6K +797 +9%
CG
25
Corundum Group
Colorado
$336K +$334K +6,255 New

LRGE Hedge Fund Activity: Q1 2022 in Review

42 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q1 2022, worth a combined $166M — up 5.8% from $157M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LRGE and 5 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $30.9M. The largest seller was Menard Financial Group, exiting entirely with an estimated $4.28M sold.

  • 42 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q1 2022, down from 47 in Q4 2021.
  • Funds reported $166M of ClearBridge Large Cap Growth Select ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 5 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q1 2022 and 9 closed out, a net change of -4 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $30.9M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q1 2022 was Menard Financial Group, an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2022.