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CACG

Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF

Delisted

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

21 hedge funds and large institutions have $53.8M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

17% more funds holding

Funds holding: 1821 (+3)

14% more capital invested

Capital invested by funds: $47.2M → $53.8M (+$6.67M)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16M -$4.15M -141,014 -21%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.27M +$305K +10,375 +4%
UBS Group
3
UBS Group
Switzerland
$7.08M -$90.3K -3,067 -1%
LPL Financial
4
LPL Financial
California
$4.68M +$275K +9,333 +6%
RJA
5
Raymond James & Associates
Florida
$3.98M +$285K +9,669 +8%
IWS
6
Insight Wealth Strategies
California
$3.07M +$1.77M +60,190 +148%
IWM
7
IHT Wealth Management
Illinois
$2.39M +$312K +10,592 +16%
BTS
8
BB&T Securities
Virginia
$2.36M +$30.4K +1,034 +1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.36M +$1.32M +44,672 New
PAG
10
Private Advisor Group
New Jersey
$827K +$15.6K +529 +2%
SI
11
Stephens Inc
Arkansas
$654K +$222K +7,554 +54%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$615K +$436K +14,803 +274%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$570K +$11.3K +385 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$364K -$64.7K -2,199 -15%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$270K
CAN
16
Cetera Advisor Networks
California
$200K +$196K +6,645 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$60K +$35.9K +1,218 New
GSWM
18
Golden State Wealth Management
California
$58K +$55.9K +1,900 New
AG
19
Advisor Group
Arizona
$15K
RIA
20
Realta Investment Advisors
Delaware
$6K +$5.89K +200 New
TRCT
21
Tower Research Capital (TRC)
New York
$1K +$442 +15 +88%
Citadel Advisors
22
Citadel Advisors
Florida
-$467K -17,380 Closed
Jane Street
23
Jane Street
New York
-$297K -11,125 Closed

CACG Hedge Fund Activity: Q1 2019 in Review

21 of the 4,620 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 2019, worth a combined $53.8M — up 14% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CACG positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Insight Wealth Strategies, adding an estimated $1.77M. The largest seller was Morgan Stanley, cutting an estimated $4.15M.

  • 21 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q1 2019, up from 18 in Q4 2018.
  • Funds reported $53.8M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 5 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q1 2019 and 2 closed out, a net change of +3 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q1 2019 was Insight Wealth Strategies, an estimated $1.77M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q1 2019 was Morgan Stanley, an estimated $4.15M sold.

Based on aggregated 13F filings for Q1 2019.