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ClearBridge Large Cap Growth Select ETF

76 hedge funds and large institutions have $223M invested in ClearBridge Large Cap Growth Select ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

53% more capital invested

Capital invested by funds: $146M → $223M (+$77.6M)

49% more funds holding

Funds holding: 5176 (+25)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.45% less ownership

Funds ownership: 67.94%61.49% (-6.4%)

Holders
76
Holders Change
+25
Holders Change %
+49.02%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
26
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Opal Wealth Advisors
New York
$34.7M +$535K +8,010 +2%
Morgan Stanley
2
Morgan Stanley
New York
$33.3M +$13.7M +205,162 +75%
AAS
3
Avantax Advisory Services
Texas
$22.8M -$2.01M -30,172 -8%
LPL Financial
4
LPL Financial
California
$20.1M +$8.68M +130,023 +83%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.4M +$6.7M +100,292 +94%
Stifel Financial
6
Stifel Financial
Missouri
$12.1M +$6.43M +96,254 +125%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$11.5M +$4.96M +74,234 +82%
UBS Group
8
UBS Group
Switzerland
$10.5M +$2.95M +44,165 +42%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.48M +$1.95M +29,150 +46%
KAS
10
Kestra Advisory Services
Texas
$4.71M +$4.3M +64,465 +1,203%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.65M +$4.45M +66,611 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.8M +$3.14M +47,084 +638%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.63M +$644K +9,650 +23%
AFA
14
AA Financial Advisors
Ohio
$2.78M +$1.55M +23,149 +139%
BPFA
15
Barnes Pettey Financial Advisors
Mississippi
$2.71M +$2.6M +38,880 New
GIA
16
Gladstone Institutional Advisory
Florida
$2.69M +$953K +14,278 +59%
Truist Financial
17
Truist Financial
North Carolina
$2.41M +$1.49M +22,291 +182%
OAM
18
Oppenheimer Asset Management
New York
$2.27M +$383K +5,731 +21%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.1M +$1.08M +16,208 +117%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.04M -$230K -3,447 -11%
IWM
21
IHT Wealth Management
Illinois
$1.65M +$1.58M +23,593 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.61M -$506K -7,582 -25%
RJA
23
Raymond James & Associates
Florida
$1.56M +$324K +4,857 +28%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.33M +$96.1K +1,439 +8%
PA
25
PFG Advisors
Arizona
$1.27M +$8.21K +123 +0.7%

LRGE Hedge Fund Activity: Q2 2024 in Review

76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q2 2024, worth a combined $223M — up 53% from $146M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LRGE positions and 2 closed out — a net gain of 25 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.01M.

  • 76 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $223M of ClearBridge Large Cap Growth Select ETF stock for Q2 2024, up 53% quarter-over-quarter.
  • 27 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q2 2024 and 2 closed out, a net change of +25 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q2 2024 was Morgan Stanley, an estimated $13.7M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q2 2024 was Susquehanna International Group, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2024.