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CACG

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

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 42 → 39 (-3)

23% less capital invested

Capital invested by funds: $119M → $91.6M (-$27.1M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

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

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$3.85M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.13M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.48M
4
BPFA
Barnes Pettey Financial Advisors
Mississippi
+$916K
5
CTC
Central Trust Company
Missouri
+$453K

Top Sellers

Rank Fund Capital Flow
1
AT
Arden Trust
Delaware
-$12M
2
Franklin Resources
Franklin Resources
California
-$11M
3
Morgan Stanley
Morgan Stanley
New York
-$3.35M
4
DADC
D.A. Davidson & Co
Montana
-$2.6M
5
RJA
Raymond James & Associates
Florida
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$331K +$39.3K +1,095 +12%
OC
27
Oppenheimer & Co
New York
$304K – – –
Creative Planning
28
Creative Planning
Kansas
$301K -$562K -15,634 -63%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$221K +$25.4K +706 +12%
Osaic Holdings
30
Osaic Holdings
Arizona
$160K -$143K -3,980 -45%
EWA
31
EverSource Wealth Advisors
Alabama
$101K +$110K +3,050 New
PTC
32
Private Trust Company
Ohio
$99K – – –
Wells Fargo
33
Wells Fargo
California
$59K +$72 +2 +0.1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$35.8K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$9K – – –
LB
36
Legacy Bridge
Iowa
$6.62K – – –
PAG
37
Private Advisor Group
New Jersey
$618 -$60.3K -1,677 -8%
OLVIG
38
Oliver Lagore Vanvalin Investment Group
Michigan
$364 – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$33 +$36 +1 New
DADC
40
D.A. Davidson & Co
Montana
– -$2.6M -75,595 Closed
WAP
41
Wealthcare Advisory Partners
Pennsylvania
– -$306K -8,885 Closed
CL
42
COWA LLC
Oklahoma
– -$273K -7,936 Closed
DC
43
Davenport & Co
Virginia
– -$220K -6,388 Closed
SPIA
44
Steward Partners Investment Advisory
New York
– -$9K -261 Closed
1
2

CACG Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 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 2022, worth a combined $91.6M — down 23% from $119M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CACG and 3 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 12 added.

The largest buyer was Stifel Financial, adding an estimated $3.85M. The largest seller was Arden Trust, cutting an estimated $12M.

  • 39 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q4 2022, down from 42 in Q3 2022.
  • Funds reported $91.6M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q4 2022, down 23% quarter-over-quarter.
  • 3 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q4 2022 and 5 closed out, a net change of -2 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q4 2022 was Stifel Financial, an estimated $3.85M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q4 2022 was Arden Trust, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2022.