Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
CACG was delisted on the 14th of June, 2024.
36 hedge funds and large institutions have $188M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 1 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
9% more capital invested
Capital invested by funds: $171M → $188M (+$16.1M)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$3.53M |
| 2 |
QI
QS Investors
New York
|
+$3.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.95M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
+$2.21M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IF
IRON Financial
Northbrook,
Illinois
|
-$3.9M |
| 2 |
Morgan Stanley
New York
|
-$1.23M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$815K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$307K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$289K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
26
Oppenheimer & Co
New York
| $427K | +$24.8K | +550 | +6% |
|
|
WAP
27
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $406K | – | – | – |
|
|
APWA
28
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $362K | +$4.95K | +110 | +1% |
|
|
DC
29
Davenport & Co
Richmond,
Virginia
| $314K | -$16.9K | -375 | -5% |
|
|
VAS
30
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $268K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $60K | – | – | – |
|
32
Citigroup
New York
| $54K | – | – | – |
|
|
HIA
33
Harbor Investment Advisory
Lutherville,
Maryland
| $37K | – | – | – |
|
34
Rockefeller Capital Management
New York
| $27K | +$7.83K | +174 | +41% |
|
|
LB
35
Legacy Bridge
West Des Moines,
Iowa
| $9K | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $5K | -$855 | -19 | -16% |
|
37
Citadel Advisors
Miami,
Florida
| – | -$279K | -6,341 | Closed |
|
CACG Hedge Fund Activity: Q1 2021 in Review
36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) for Q1 2021, worth a combined $188M — up 9.4% from $171M a quarter earlier.
Fund positioning in CACG was balanced in Q1 2021: 1 fund opened new positions, 1 closed out, 18 added to existing stakes and 11 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $3.53M. The largest seller was IRON Financial, cutting an estimated $3.9M.
- 36 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $188M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q1 2021, up 9.4% quarter-over-quarter.
- 1 fund opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q1 2021 and 1 closed out, a net change of 0 holders.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q1 2021 was Creative Planning, an estimated $3.53M added.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q1 2021 was IRON Financial, an estimated $3.9M sold.
Based on aggregated 13F filings for Q1 2021.