Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
CACG was delisted on the 14th of June, 2024.
38 hedge funds and large institutions have $58.7M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more capital invested
Capital invested by funds: $54.2M → $58.7M (+$4.48M)
3% more funds holding
Funds holding: 37 → 38 (+1)
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.08M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$840K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$528K |
| 4 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$384K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.35M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$907K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$855K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$640K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$366K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
26
Prospera Financial Services
Dallas,
Texas
| $342K | -$33.2K | -851 | -9% |
|
27
Creative Planning
Overland Park,
Kansas
| $338K | – | – | – |
|
|
IAP
28
Indie Asset Partners
Carmel,
Indiana
| $256K | -$37.3K | -957 | -14% |
|
|
DC
29
Davenport & Co
Richmond,
Virginia
| $242K | – | – | – |
|
|
FTUS
30
Flow Traders U.S.
New York
| $223K | +$206K | +5,297 | New |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $182K | +$25K | +641 | +17% |
|
32
Franklin Resources
San Mateo,
California
| $164K | -$95.5K | -2,451 | -39% |
|
|
EWA
33
EverSource Wealth Advisors
Birmingham,
Alabama
| $116K | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $64.9K | +$39 | +1 | +0.1% |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $45.7K | – | – | – |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| $33.7K | -$4.52K | -116 | -13% |
|
|
SS
37
Sunbelt Securities
Houston,
Texas
| $21K | – | – | – |
|
|
LB
38
Legacy Bridge
West Des Moines,
Iowa
| $8.43K | – | – | – |
|
|
39
Citadel Advisors
Miami,
Florida
| – | -$640K | -16,979 | Closed |
|
|
OC
40
Oppenheimer & Co
New York
| – | -$346K | -9,175 | Closed |
|
CACG Hedge Fund Activity: Q2 2023 in Review
38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) for Q2 2023, worth a combined $58.7M — up 8.3% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CACG positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 17 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $1.35M.
- 38 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q2 2023, up from 37 in Q1 2023.
- Funds reported $58.7M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q2 2023, up 8.3% quarter-over-quarter.
- 3 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q2 2023 was NewEdge Advisors, an estimated $1.08M added.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q2 2023 was Morgan Stanley, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2023.