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ClearBridge Large Cap Growth Select ETF

40 hedge funds and large institutions have $89.5M invested in ClearBridge Large Cap Growth Select ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.99% more ownership

Funds ownership: 52.99%68.97% (+16%)

13% more capital invested

Capital invested by funds: $78.9M → $89.5M (+$10.5M)

0% more funds holding

Funds holding: 4040 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
40
Holders Change
Holders Change %
0%
% 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
4
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$24.9M -$421K -9,423 -2%
OWA
2
Opal Wealth Advisors
New York
$21.7M +$19.1K +428 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$11.3M -$2.64M -59,024 -20%
LPL Financial
4
LPL Financial
California
$6.35M -$32.8K -735 -0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.22M +$83.2K +1,862 +2%
Stifel Financial
6
Stifel Financial
Missouri
$3.08M +$21.8K +488 +0.8%
UBS Group
7
UBS Group
Switzerland
$2.65M +$996K +22,281 +67%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$2.36M -$62.9K -1,407 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.74M +$1.36M +30,368 +498%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.7M +$70.9K +1,586 +5%
OAM
11
Oppenheimer Asset Management
New York
$1.51M -$235K -5,259 -14%
GIA
12
Gladstone Institutional Advisory
Florida
$1.17M
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$873K +$64.6K +1,445 +9%
Citadel Advisors
14
Citadel Advisors
Florida
$711K +$407K +9,102 +157%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$680K -$255K -5,713 -29%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$567K +$11K +247 +2%
Goldman Sachs
17
Goldman Sachs
New York
$534K
CG
18
Corundum Group
Colorado
$520K -$849 -19 -0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$472K +$7.15K +160 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$412K -$48.4K -1,084 -11%
RJA
21
Raymond James & Associates
Florida
$390K -$734K -16,420 -67%
RJT
22
Raymond James Trust
Florida
$310K -$11.2K -250 -4%
FM
23
Family Management
New York
$306K
PFS
24
Prospera Financial Services
Texas
$215K -$85.2K -1,907 -30%
MIA
25
Milestone Investment Advisors
Wisconsin
$183K

LRGE Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q1 2023, worth a combined $89.5M — up 13% from $78.9M a quarter earlier.

Fund positioning in LRGE was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.36M. The largest seller was Morgan Stanley, cutting an estimated $2.64M.

  • 40 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $89.5M of ClearBridge Large Cap Growth Select ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 4 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $1.36M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q1 2023 was Morgan Stanley, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2023.