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ClearBridge Large Cap Growth Select ETF

40 hedge funds and large institutions have $78.9M invested in ClearBridge Large Cap Growth Select ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 3940 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

12.53% less ownership

Funds ownership: 65.52%52.99% (-13%)

24% less capital invested

Capital invested by funds: $104M → $78.9M (-$24.9M)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% 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
5
Increased
13
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$21.7M -$9.81K -234 -0%
OWA
2
Opal Wealth Advisors
New York
$18.5M +$786K +18,753 +4%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M -$6.61M -157,707 -35%
LPL Financial
4
LPL Financial
California
$5.46M +$2.08M +49,644 +59%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.54M +$602K +14,371 +20%
Stifel Financial
6
Stifel Financial
Missouri
$2.61M +$164K +3,920 +7%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.08M -$23.3M -555,834 -92%
OAM
8
Oppenheimer Asset Management
New York
$1.51M +$115K +2,751 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.39M -$72.6K -1,732 -5%
UBS Group
10
UBS Group
Switzerland
$1.36M +$99.7K +2,380 +8%
GIA
11
Gladstone Institutional Advisory
Florida
$1M
RJA
12
Raymond James & Associates
Florida
$1M -$199K -4,755 -16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$815K -$112K -2,678 -12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$797K -$53.6K -1,278 -6%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$688K -$47.3K -1,128 -6%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$475K +$13.9K +331 +3%
Goldman Sachs
17
Goldman Sachs
New York
$457K
CG
18
Corundum Group
Colorado
$446K +$70.7K +1,688 +18%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$398K +$49.9K +1,191 +14%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$397K +$1.09K +26 +0.3%
RJT
21
Raymond James Trust
Florida
$275K +$10.5K +250 +4%
FM
22
Family Management
New York
$262K +$269K +6,414 New
PFS
23
Prospera Financial Services
Texas
$262K -$216K -5,155 -45%
MML Investors Services
24
MML Investors Services
Massachusetts
$252K +$1.76K +42 +0.7%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$249K -$759K -18,112 -75%

LRGE Hedge Fund Activity: Q4 2022 in Review

40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q4 2022, worth a combined $78.9M — down 24% from $104M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LRGE positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.08M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $23.3M.

  • 40 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $78.9M of ClearBridge Large Cap Growth Select ETF stock for Q4 2022, down 24% quarter-over-quarter.
  • 5 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q4 2022 and 3 closed out, a net change of +2 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q4 2022 was LPL Financial, an estimated $2.08M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2022.