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ClearBridge Large Cap Growth Select ETF

41 hedge funds and large institutions have $110M invested in ClearBridge Large Cap Growth Select ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 4241 (-1)

2.74% less ownership

Funds ownership: 70.99%68.25% (-2.7%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

34% less capital invested

Capital invested by funds: $166M → $110M (-$56.5M)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
11
Closed
6
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
$32.6M -$11.5M -249,918 -24%
AAS
2
Avantax Advisory Services
Texas
$21.5M -$194K -4,233 -0.8%
OWA
3
Opal Wealth Advisors
New York
$18M -$4.5M -98,183 -19%
Morgan Stanley
4
Morgan Stanley
New York
$11.8M -$2.45M -53,417 -16%
LPL Financial
5
LPL Financial
California
$3.5M -$476K -10,379 -11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.83M +$253K +5,523 +9%
Stifel Financial
7
Stifel Financial
Missouri
$1.99M +$608K +13,279 +39%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.98M +$1.4M +30,542 +179%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.64M -$2.47M -53,995 -58%
OAM
10
Oppenheimer Asset Management
New York
$1.36M +$15.4K +336 +1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.33M +$376K +8,216 +35%
RJA
12
Raymond James & Associates
Florida
$1.31M +$198K +4,327 +16%
FTUS
13
Flow Traders U.S.
New York
$1.31M -$316K -6,898 -18%
UBS Group
14
UBS Group
Switzerland
$1.06M -$316K -6,892 -21%
GIA
15
Gladstone Institutional Advisory
Florida
$1.03M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$787K +$49.9K +1,089 +6%
CAN
17
Cetera Advisor Networks
California
$646K +$39.6K +865 +6%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$591K +$521K +11,373 +404%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$536K +$6.51K +142 +1%
PFS
20
Prospera Financial Services
Texas
$507K -$177K -3,873 -24%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$477K -$17.1K -374 -3%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$472K +$79.7K +1,740 +18%
Goldman Sachs
23
Goldman Sachs
New York
$467K
CG
24
Corundum Group
Colorado
$356K +$105K +2,288 +37%
MML Investors Services
25
MML Investors Services
Massachusetts
$304K +$334K +7,296 New

LRGE Hedge Fund Activity: Q2 2022 in Review

41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q2 2022, worth a combined $110M — down 34% from $166M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LRGE and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $11.5M.

  • 41 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q2 2022, down from 42 in Q1 2022.
  • Funds reported $110M of ClearBridge Large Cap Growth Select ETF stock for Q2 2022, down 34% quarter-over-quarter.
  • 5 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q2 2022 and 6 closed out, a net change of -1 holder.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q2 2022 was Susquehanna International Group, an estimated $1.4M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2022.