CACG

Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG

Overview Fund Activity
Delisted

CACG was delisted on the 14th of June, 2024.

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39 hedge funds and large institutions have $91.6M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$8.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.04M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.36M
4
BPFA
4
Barnes Pettey Financial Advisors
Mississippi
$1.68M
5
CTC
5
Central Trust Company
Missouri
$1.09M

Top Sellers

1
AT
1
Arden Trust
Delaware
$18.5M
2
Franklin Resources
2
Franklin Resources
California
$18.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.9M
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
RJA
5
Raymond James & Associates
Florida
$610K
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$331K 9,989 +1,095 +12%
OC
27
Oppenheimer & Co
New York
$304K 9,175 – –
Creative Planning
28
Creative Planning
Kansas
$301K 9,080 -15,634 -63%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$221K 6,668 +706 +12%
Osaic Holdings
30
Osaic Holdings
Arizona
$160K 4,846 -3,980 -45%
EWA
31
EverSource Wealth Advisors
Alabama
$101K 3,050 +3,050 New
PTC
32
Private Trust Company
Ohio
$99K 3,000 – –
Wells Fargo
33
Wells Fargo
California
$59K 1,781 +2 +0.1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$35.8K 1,083 – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$9K 278 – –
LB
36
Legacy Bridge
Iowa
$6.62K 200 – –
PAG
37
Private Advisor Group
New Jersey
$618 18,661 -1,677 -8%
OLVIG
38
Oliver Lagore Vanvalin Investment Group
Michigan
$364 11 – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$33 1 +1 New
DADC
40
D.A. Davidson & Co
Montana
– – -75,595 Closed
WAP
41
Wealthcare Advisory Partners
Pennsylvania
– – -8,885 Closed
CL
42
COWA LLC
Oklahoma
– – -7,936 Closed
DC
43
Davenport & Co
Virginia
– – -6,388 Closed
SPIA
44
Steward Partners Investment Advisory
New York
– – -261 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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