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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.

33 hedge funds and large institutions have $120M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

18% more funds holding

Funds holding: 2833 (+5)

15% more capital invested

Capital invested by funds: $105M → $120M (+$15.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
13
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$29.4M +$871K +26,357 +3%
QI
2
QS Investors
New York
$26.4M +$1.02M +30,780 +4%
Morgan Stanley
3
Morgan Stanley
New York
$21.3M +$3.12M +94,370 +18%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.41M -$99.2K -3,001 -2%
UBS Group
5
UBS Group
Switzerland
$6.41M -$96.1K -2,907 -2%
DADC
6
D.A. Davidson & Co
Montana
$6.25M +$19.7K +595 +0.3%
LPL Financial
7
LPL Financial
California
$4.94M -$6.35K -192 -0.1%
IWM
8
IHT Wealth Management
Illinois
$2.73M +$2.55K +77 +0.1%
Truist Financial
9
Truist Financial
North Carolina
$2.61M +$2.51M +75,853 New
RJA
10
Raymond James & Associates
Florida
$1.81M -$1.98M -60,011 -53%
SI
11
Stephens Inc
Arkansas
$1.52M +$340K +10,285 +30%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.27M +$34.8K +1,053 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.21M +$298K +9,026 +35%
AAS
14
Avantax Advisory Services
Texas
$1.05M +$289K +8,727 +40%
IWS
15
Insight Wealth Strategies
California
$963K -$122K -3,700 -12%
PAG
16
Private Advisor Group
New Jersey
$919K -$40.5K -1,225 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$866K +$55.2K +1,671 +7%
IAA
18
Independent Advisor Alliance
North Carolina
$797K +$765K +23,134 New
Citadel Advisors
19
Citadel Advisors
Florida
$659K +$269K +8,136 +74%
Stifel Financial
20
Stifel Financial
Missouri
$652K +$626K +18,929 New
Jane Street
21
Jane Street
New York
$603K +$579K +17,504 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$368K +$26.5K +802 +8%
OC
23
Oppenheimer & Co
New York
$322K +$27K +817 +10%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$306K
EH
25
Equitable Holdings
New York
$245K +$235K +7,100 New

CACG Hedge Fund Activity: Q4 2019 in Review

33 of the 5,075 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 2019, worth a combined $120M — up 15% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CACG positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.12M. The largest seller was Raymond James & Associates, cutting an estimated $1.98M.

  • 33 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q4 2019, up from 28 in Q3 2019.
  • Funds reported $120M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 10 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q4 2019 was Morgan Stanley, an estimated $3.12M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q4 2019 was Raymond James & Associates, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2019.