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ClearBridge Large Cap Growth Select ETF

39 hedge funds and large institutions have $104M invested in ClearBridge Large Cap Growth Select ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.74% less ownership

Funds ownership: 68.25%65.52% (-2.7%)

5% less funds holding

Funds holding: 4139 (-2)

5% less capital invested

Capital invested by funds: $110M → $104M (-$5.67M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
14
Reduced
13
Closed
4
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
$24.1M -$7.77M -174,615 -22%
AAS
2
Avantax Advisory Services
Texas
$21M +$728K +16,363 +3%
Morgan Stanley
3
Morgan Stanley
New York
$18M +$7.69M +172,763 +61%
OWA
4
Opal Wealth Advisors
New York
$17.2M +$141K +3,173 +0.7%
LPL Financial
5
LPL Financial
California
$3.34M +$15.4K +347 +0.4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.86M +$200K +4,501 +7%
Stifel Financial
7
Stifel Financial
Missouri
$2.38M +$552K +12,410 +26%
Citadel Advisors
8
Citadel Advisors
Florida
$1.6M +$1.8M +40,440 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.42M +$168K +3,773 +12%
OAM
10
Oppenheimer Asset Management
New York
$1.36M +$76.6K +1,722 +5%
UBS Group
11
UBS Group
Switzerland
$1.22M +$239K +5,359 +21%
RJA
12
Raymond James & Associates
Florida
$1.16M -$97K -2,179 -7%
GIA
13
Gladstone Institutional Advisory
Florida
$976K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$960K -$1.04M -23,365 -49%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$898K -$744K -16,713 -42%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$824K +$85.2K +1,914 +10%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$713K +$169K +3,795 +27%
PFS
18
Prospera Financial Services
Texas
$458K -$26.3K -591 -5%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$448K -$935 -21 -0.2%
Goldman Sachs
20
Goldman Sachs
New York
$444K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$385K -$77.1K -1,733 -15%
CG
22
Corundum Group
Colorado
$366K +$30.9K +695 +8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$339K -$191K -4,299 -33%
RJT
24
Raymond James Trust
Florida
$257K
CAN
25
Cetera Advisor Networks
California
$254K -$404K -9,079 -59%

LRGE Hedge Fund Activity: Q3 2022 in Review

39 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q3 2022, worth a combined $104M — down 5.2% from $110M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LRGE and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $7.69M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.77M.

  • 39 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $104M of ClearBridge Large Cap Growth Select ETF stock for Q3 2022, down 5.2% quarter-over-quarter.
  • 2 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q3 2022 and 4 closed out, a net change of -2 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q3 2022 was Morgan Stanley, an estimated $7.69M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q3 2022 was Northwestern Mutual Wealth Management, an estimated $7.77M sold.

Based on aggregated 13F filings for Q3 2022.