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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 $121M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more capital invested

Capital invested by funds: $120M → $121M (+$210K)

0% more funds holding

Funds holding: 3333 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.73%
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
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$36.8M +$13.5M +405,732 +48%
QI
2
QS Investors
New York
$31.8M +$10.9M +328,078 +43%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M -$453K -13,613 -2%
DADC
4
D.A. Davidson & Co
Montana
$5.2M -$109K -3,264 -2%
UBS Group
5
UBS Group
Switzerland
$5.01M -$489K -14,692 -8%
LPL Financial
6
LPL Financial
California
$3.77M -$479K -14,401 -10%
IWM
7
IHT Wealth Management
Illinois
$2.3M -$13K -390 -0.5%
Truist Financial
8
Truist Financial
North Carolina
$2.14M -$90.3K -2,715 -4%
Stifel Financial
9
Stifel Financial
Missouri
$1.88M +$1.51M +45,356 +240%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.46M +$1.66M +50,000 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.36M +$386K +11,620 +33%
SI
12
Stephens Inc
Arkansas
$1.35M +$60.6K +1,822 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$1.21M +$741K +22,281 +116%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.09M +$1.24M +37,176 New
AAS
15
Avantax Advisory Services
Texas
$1.08M +$215K +6,468 +21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.08M +$392K +11,796 +47%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.07M +$1.21M +36,538 New
OC
18
Oppenheimer & Co
New York
$905K +$720K +21,639 +232%
PAG
19
Private Advisor Group
New Jersey
$788K +$10.5K +315 +1%
Jane Street
20
Jane Street
New York
$605K +$107K +3,206 +18%
RJA
21
Raymond James & Associates
Florida
$573K -$1.1M -32,950 -63%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$359K +$53.8K +1,617 +15%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$260K
GSWM
24
Golden State Wealth Management
California
$242K +$276K +8,300 New
WS
25
Wedbush Securities
California
$232K +$264K +7,925 New

CACG Hedge Fund Activity: Q1 2020 in Review

33 of the 4,538 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 2020, worth a combined $121M — up 0.17% from $120M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CACG positions and 8 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Arden Trust, adding an estimated $13.5M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $6.41M sold.

  • 33 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $121M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q1 2020, up 0.17% quarter-over-quarter.
  • 10 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q1 2020 and 8 closed out, a net change of +2 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q1 2020 was Arden Trust, an estimated $13.5M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2020.