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ClearBridge Large Cap Growth Select ETF

88 hedge funds and large institutions have $254M invested in ClearBridge Large Cap Growth Select ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

11% more funds holding

Funds holding: 7988 (+9)

2% more capital invested

Capital invested by funds: $249M → $254M (+$5.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.11% less ownership

Funds ownership: 64.77%63.67% (-1.1%)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
21
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Opal Wealth Advisors
New York
$39.8M +$59.8K +790 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$31.5M -$2.69M -35,519 -8%
LPL Financial
3
LPL Financial
California
$24.5M -$423K -5,584 -2%
AAS
4
Avantax Advisory Services
Texas
$22.7M -$362K -4,788 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17M -$294K -3,890 -2%
Stifel Financial
6
Stifel Financial
Missouri
$13.7M +$271K +3,577 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$13.3M +$13.4M +177,183 New
UBS Group
8
UBS Group
Switzerland
$11.7M -$3.33K -44 -0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.65M +$884K +11,678 +13%
M&T Bank
10
M&T Bank
New York
$6.67M +$2.06M +27,268 +44%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.65M -$116K -1,528 -2%
AFA
12
AA Financial Advisors
Ohio
$5.23M +$946K +12,495 +22%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.82M +$136K +1,796 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.35M +$229K +3,026 +6%
GIA
15
Gladstone Institutional Advisory
Florida
$2.93M +$26.7K +353 +0.9%
BPFA
16
Barnes Pettey Financial Advisors
Mississippi
$2.5M -$112K -1,485 -4%
Truist Financial
17
Truist Financial
North Carolina
$2.37M -$83K -1,097 -3%
OAM
18
Oppenheimer Asset Management
New York
$2.25M -$42.2K -557 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.15M +$325K +4,296 +18%
IAA
20
Independent Advisor Alliance
North Carolina
$2.15M +$2.16M +28,507 New
FFO
21
Fortitude Family Office
Arizona
$2.05M +$2.06M +27,200 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2M -$196K -2,593 -9%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.65M -$80K -1,057 -5%
PA
24
PFG Advisors
Arizona
$1.64M -$11.1K -146 -0.7%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.48M -$313K -4,132 -17%

LRGE Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q4 2024, worth a combined $254M — up 2.3% from $249M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LRGE positions and 6 closed out — a net gain of 13 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $2.16M. The largest seller was Kestra Advisory Services, cutting an estimated $5.34M.

  • 88 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $254M of ClearBridge Large Cap Growth Select ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 19 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $2.16M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $5.34M sold.

Based on aggregated 13F filings for Q4 2024.