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ClearBridge Large Cap Growth Select ETF

42 hedge funds and large institutions have $103M invested in ClearBridge Large Cap Growth Select ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4142 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $104M → $103M (-$1.6M)

1.56% less ownership

Funds ownership: 69.91%68.36% (-1.6%)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% 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
3
Increased
17
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$24.7M -$1.01M -18,699 -4%
OWA
2
Opal Wealth Advisors
New York
$20.3M -$3.22M -59,456 -13%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$338K +6,253 +3%
LPL Financial
4
LPL Financial
California
$7.42M +$393K +7,263 +5%
UBS Group
5
UBS Group
Switzerland
$4.88M +$1.04M +19,275 +26%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.41M +$63.2K +1,169 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.92M +$3.4M +62,856 +489%
Stifel Financial
8
Stifel Financial
Missouri
$3.52M -$5.46K -101 -0.1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.48M +$222K +4,098 +9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.95M -$618K -11,420 -23%
Citadel Advisors
11
Citadel Advisors
Florida
$1.75M +$321K +5,941 +21%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$1.74M +$267K +4,935 +17%
OAM
13
Oppenheimer Asset Management
New York
$1.72M +$145K +2,685 +9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.47M +$197K +3,641 +15%
GIA
15
Gladstone Institutional Advisory
Florida
$1.38M +$87.1K +1,609 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.35M +$1.21M +22,431 +629%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.18M +$100K +1,849 +9%
PA
18
PFG Advisors
Arizona
$897K +$936K +17,305 New
RJA
19
Raymond James & Associates
Florida
$892K +$79.8K +1,475 +9%
Goldman Sachs
20
Goldman Sachs
New York
$580K
CG
21
Corundum Group
Colorado
$560K -$2.6K -48 -0.4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$461K +$14.3K +265 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$404K -$46.8K -865 -10%
RJT
24
Raymond James Trust
Florida
$337K
FM
25
Family Management
New York
$333K

LRGE Hedge Fund Activity: Q3 2023 in Review

42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q3 2023, worth a combined $103M — down 1.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LRGE positions and 2 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.4M. The largest seller was Opal Wealth Advisors, cutting an estimated $3.22M.

  • 42 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q3 2023, up from 41 in Q2 2023.
  • Funds reported $103M of ClearBridge Large Cap Growth Select ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
  • 3 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $3.4M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q3 2023 was Opal Wealth Advisors, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2023.