Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
CACG was delisted on the 14th of June, 2024.
33 hedge funds and large institutions have $120M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
18% more funds holding
Funds holding: 28 → 33 (+5)
15% more capital invested
Capital invested by funds: $105M → $120M (+$15.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.12M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.51M |
| 3 |
QI
QS Investors
New York
|
+$1.02M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
+$871K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$765K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.98M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$283K |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$232K |
| 4 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$131K |
| 5 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $205K | +$197K | +5,956 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $60K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $59K | +$56.2K | +1,700 | New |
|
29
Rockefeller Capital Management
New York
| $14K | – | – | – |
|
|
EWM
30
EPG Wealth Management
Atlanta,
Georgia
| $13K | +$12.7K | +385 | New |
|
|
RIA
31
Realta Investment Advisors
Wilmington,
Delaware
| $7K | – | – | – |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $7K | +$6.98K | +211 | New |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$283K | -8,945 | Closed |
|
|
VAS
34
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$232K | -7,338 | Closed |
|
|
GSWM
35
Golden State Wealth Management
Santa Ana,
California
| – | -$131K | -4,150 | Closed |
|
|
BRC
36
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$91K | -2,885 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | +$33 | +1 | New |
|
CACG Hedge Fund Activity: Q4 2019 in Review
33 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) for Q4 2019, worth a combined $120M — up 15% from $105M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CACG positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.12M. The largest seller was Raymond James & Associates, cutting an estimated $1.98M.
- 33 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q4 2019, up from 28 in Q3 2019.
- Funds reported $120M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 10 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q4 2019 and 4 closed out, a net change of +6 holders.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q4 2019 was Morgan Stanley, an estimated $3.12M added.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q4 2019 was Raymond James & Associates, an estimated $1.98M sold.
Based on aggregated 13F filings for Q4 2019.