Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
CACG was delisted on the 14th of June, 2024.
28 hedge funds and large institutions have $105M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
46% more capital invested
Capital invested by funds: $71.9M → $105M (+$33M)
8% more funds holding
Funds holding: 26 → 28 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
Arden Trust
Wilmington,
Delaware
|
+$16M |
| 2 |
QI
QS Investors
New York
|
+$13.8M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$5.78M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$458K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.1M |
| 2 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$805K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$763K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$421K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$257K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $60K | – | – | – |
|
27
Rockefeller Capital Management
New York
| $13K | +$1.76K | +55 | +16% |
|
|
RIA
28
Realta Investment Advisors
Wilmington,
Delaware
| $6K | – | – | – |
|
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$257K | -8,118 | Closed |
|
|
CAN
30
Cetera Advisor Networks
El Segundo,
California
| – | -$211K | -6,645 | Closed |
|
CACG Hedge Fund Activity: Q3 2019 in Review
28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) for Q3 2019, worth a combined $105M — up 46% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CACG positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Arden Trust, adding an estimated $16M. The largest seller was Morgan Stanley, cutting an estimated $1.1M.
- 28 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q3 2019, up from 26 in Q2 2019.
- Funds reported $105M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q3 2019, up 46% quarter-over-quarter.
- 4 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q3 2019 and 2 closed out, a net change of +2 holders.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q3 2019 was Arden Trust, an estimated $16M added.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q3 2019 was Morgan Stanley, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2019.