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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.

36 hedge funds and large institutions have $156M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $121M → $156M (+$35.2M)

9% more funds holding

Funds holding: 3336 (+3)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
8
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$42.1M -$2.74M -81,979 -7%
QI
2
QS Investors
New York
$37.1M -$1.68M -50,323 -5%
Morgan Stanley
3
Morgan Stanley
New York
$21.1M -$520K -15,570 -3%
DADC
4
D.A. Davidson & Co
Montana
$7.12M +$695K +20,821 +12%
IF
5
IRON Financial
Illinois
$6.41M +$5.98M +179,045 New
UBS Group
6
UBS Group
Switzerland
$6.07M -$54.6K -1,635 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.98M +$5.58M +166,982 New
Stifel Financial
8
Stifel Financial
Missouri
$3.66M +$1.27M +38,113 +59%
LPL Financial
9
LPL Financial
California
$3.56M -$986K -29,516 -23%
IWM
10
IHT Wealth Management
Illinois
$2.79M -$31.2K -934 -1%
Truist Financial
11
Truist Financial
North Carolina
$2.55M -$63.5K -1,902 -3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.83M +$1.29M +38,724 +315%
BCI
13
Brinker Capital Investments
Pennsylvania
$1.79M
SI
14
Stephens Inc
Arkansas
$1.67M +$16.8K +502 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.61M +$265K +7,939 +21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.55M +$218K +6,541 +18%
RJA
17
Raymond James & Associates
Florida
$1.53M +$776K +23,245 +118%
AAS
18
Avantax Advisory Services
Texas
$1.38M +$51.9K +1,553 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$1.22M -$249K -7,467 -18%
PAG
20
Private Advisor Group
New Jersey
$964K -$1.14K -34 -0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$857K -$756K -22,635 -49%
IAP
22
Indie Asset Partners
Indiana
$554K +$480K +14,376 New
OC
23
Oppenheimer & Co
New York
$455K -$610K -18,255 -59%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$318K
WS
25
Wedbush Securities
California
$284K

CACG Hedge Fund Activity: Q2 2020 in Review

36 of the 4,877 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 2020, worth a combined $156M — up 29% from $121M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CACG positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was IRON Financial, opening a new position worth an estimated $5.98M. The largest seller was Arden Trust, cutting an estimated $2.74M.

  • 36 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q2 2020, up from 33 in Q1 2020.
  • Funds reported $156M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q2 2020, up 29% quarter-over-quarter.
  • 8 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q2 2020 and 5 closed out, a net change of +3 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q2 2020 was IRON Financial, an estimated $5.98M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q2 2020 was Arden Trust, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2020.