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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.

26 hedge funds and large institutions have $71.9M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $53.8M → $71.9M (+$18.1M)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

24% more funds holding

Funds holding: 2126 (+5)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.7M +$1.03M +33,001 +6%
AT
2
Arden Trust
Delaware
$10.4M +$10.2M +326,889 New
QI
3
QS Investors
New York
$9.44M +$9.3M +297,745 New
UBS Group
4
UBS Group
Switzerland
$6.41M -$958K -30,700 -13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.89M -$3.71M -118,837 -39%
LPL Financial
6
LPL Financial
California
$4.74M -$136K -4,350 -3%
RJA
7
Raymond James & Associates
Florida
$3.57M -$572K -18,327 -14%
IWM
8
IHT Wealth Management
Illinois
$2.5M +$1.41K +45 +0.1%
BTS
9
BB&T Securities
Virginia
$2.5M +$34.3K +1,099 +1%
IWS
10
Insight Wealth Strategies
California
$1.8M -$1.37M -44,030 -44%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.22M +$566K +18,129 +90%
Citadel Advisors
12
Citadel Advisors
Florida
$1.11M +$1.09M +34,831 New
PAG
13
Private Advisor Group
New Jersey
$930K +$67.1K +2,150 +8%
SI
14
Stephens Inc
Arkansas
$911K +$226K +7,235 +34%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$634K +$39.8K +1,276 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$614K +$604K +19,354 New
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$282K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$257K -$121K -3,873 -32%
AAS
19
Avantax Advisory Services
Texas
$235K +$231K +7,405 New
VAS
20
Vestmark Advisory Solutions
Massachusetts
$233K +$229K +7,338 New
OC
21
Oppenheimer & Co
New York
$231K +$228K +7,296 New
CAN
22
Cetera Advisor Networks
California
$211K
GSWM
23
Golden State Wealth Management
California
$69K +$9.37K +300 +16%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$60K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$11K +$10.9K +348 New

CACG Hedge Fund Activity: Q2 2019 in Review

26 of the 4,604 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 2019, worth a combined $71.9M — up 34% from $53.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CACG positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Arden Trust, opening a new position worth an estimated $10.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.71M.

  • 26 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q2 2019, up from 21 in Q1 2019.
  • Funds reported $71.9M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q2 2019, up 34% quarter-over-quarter.
  • 8 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q2 2019 and 3 closed out, a net change of +5 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q2 2019 was Arden Trust, an estimated $10.2M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q2 2019 was Raymond James Financial Services Advisors, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2019.