We are live on ! Find out more
LRGE icon

ClearBridge Large Cap Growth Select ETF

79 hedge funds and large institutions have $249M invested in ClearBridge Large Cap Growth Select ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $223M → $249M (+$25.4M)

4% more funds holding

Funds holding: 7679 (+3)

3.29% more ownership

Funds ownership: 61.49%64.77% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
24
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Opal Wealth Advisors
New York
$38.6M +$2.22M +31,533 +6%
Morgan Stanley
2
Morgan Stanley
New York
$33.1M -$1.65M -23,425 -5%
LPL Financial
3
LPL Financial
California
$24.2M +$3.07M +43,676 +15%
AAS
4
Avantax Advisory Services
Texas
$22.4M -$1.41M -20,078 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.8M +$1.65M +23,464 +11%
Stifel Financial
6
Stifel Financial
Missouri
$13M +$401K +5,698 +3%
UBS Group
7
UBS Group
Switzerland
$11.4M +$404K +5,733 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$10.7M -$1.33M -18,829 -11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.57M +$2.68M +38,056 +73%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.56M -$211K -3,004 -3%
KAS
11
Kestra Advisory Services
Texas
$5.54M +$423K +6,005 +9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.55M -$307K -4,361 -7%
M&T Bank
13
M&T Bank
New York
$4.48M +$4.32M +61,339 New
AFA
14
AA Financial Advisors
Ohio
$4.16M +$1.21M +17,146 +43%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4M +$22.5K +319 +0.6%
GIA
16
Gladstone Institutional Advisory
Florida
$2.82M +$11.1K +158 +0.4%
BPFA
17
Barnes Pettey Financial Advisors
Mississippi
$2.54M -$292K -4,148 -11%
Citadel Advisors
18
Citadel Advisors
Florida
$2.48M +$1.98M +28,192 +483%
Truist Financial
19
Truist Financial
North Carolina
$2.38M -$135K -1,918 -6%
OAM
20
Oppenheimer Asset Management
New York
$2.22M -$149K -2,120 -7%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.13M -$5.49K -78 -0.3%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.77M +$369K +5,239 +28%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.74M -$438K -6,228 -21%
RJA
24
Raymond James & Associates
Florida
$1.73M +$93.4K +1,326 +6%
IWM
25
IHT Wealth Management
Illinois
$1.7M -$20.4K -290 -1%

LRGE Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q3 2024, worth a combined $249M — up 11% from $223M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LRGE positions and 5 closed out — a net gain of 3 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was M&T Bank, opening a new position worth an estimated $4.32M. The largest seller was Morgan Stanley, cutting an estimated $1.65M.

  • 79 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $249M of ClearBridge Large Cap Growth Select ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 8 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q3 2024 was M&T Bank, an estimated $4.32M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q3 2024 was Morgan Stanley, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2024.