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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.

28 hedge funds and large institutions have $105M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

46% more capital invested

Capital invested by funds: $71.9M → $105M (+$33M)

8% more funds holding

Funds holding: 2628 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$26.1M +$16M +499,063 +153%
QI
2
QS Investors
New York
$23.1M +$13.8M +430,688 +145%
Morgan Stanley
3
Morgan Stanley
New York
$16.6M -$1.1M -34,248 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.99M +$107K +3,331 +2%
UBS Group
5
UBS Group
Switzerland
$5.98M -$421K -13,146 -7%
DADC
6
D.A. Davidson & Co
Montana
$5.72M +$5.78M +180,780 New
LPL Financial
7
LPL Financial
California
$4.54M -$192K -6,010 -4%
RJA
8
Raymond James & Associates
Florida
$3.56M +$3.04K +95 +0.1%
IWM
9
IHT Wealth Management
Illinois
$2.5M +$11.9K +371 +0.5%
BTS
10
BB&T Securities
Virginia
$2.46M -$29.4K -920 -1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.13M -$80.7K -2,522 -7%
SI
12
Stephens Inc
Arkansas
$1.08M +$167K +5,234 +18%
IWS
13
Insight Wealth Strategies
California
$1M -$805K -25,151 -44%
PAG
14
Private Advisor Group
New Jersey
$883K -$46K -1,437 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$821K +$211K +6,585 +34%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$743K +$110K +3,453 +17%
AAS
17
Avantax Advisory Services
Texas
$688K +$458K +14,312 +193%
Citadel Advisors
18
Citadel Advisors
Florida
$347K -$763K -23,839 -68%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$313K +$316K +9,877 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$283K +$286K +8,945 New
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$281K
OC
22
Oppenheimer & Co
New York
$270K +$39.2K +1,225 +17%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$232K
GSWM
24
Golden State Wealth Management
California
$131K +$62.4K +1,950 +89%
BRC
25
Bell Rock Capital
Delaware
$91K +$92.3K +2,885 New

CACG Hedge Fund Activity: Q3 2019 in Review

28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) for Q3 2019, worth a combined $105M — up 46% from $71.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CACG positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Arden Trust, adding an estimated $16M. The largest seller was Morgan Stanley, cutting an estimated $1.1M.

  • 28 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q3 2019, up from 26 in Q2 2019.
  • Funds reported $105M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q3 2019, up 46% quarter-over-quarter.
  • 4 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q3 2019 and 2 closed out, a net change of +2 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q3 2019 was Arden Trust, an estimated $16M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q3 2019 was Morgan Stanley, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2019.