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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.

38 hedge funds and large institutions have $159M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 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

6% more funds holding

Funds holding: 3638 (+2)

2% more capital invested

Capital invested by funds: $156M → $159M (+$2.72M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
13
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$37.3M -$8.96M -233,373 -20%
QI
2
QS Investors
New York
$32.5M -$9.35M -243,484 -23%
Morgan Stanley
3
Morgan Stanley
New York
$23.7M +$368K +9,577 +2%
DADC
4
D.A. Davidson & Co
Montana
$7.9M +$31.4K +817 +0.4%
UBS Group
5
UBS Group
Switzerland
$7.35M +$622K +16,193 +10%
IF
6
IRON Financial
Illinois
$6.8M -$272K -7,081 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.29M -$306K -7,965 -5%
Stifel Financial
8
Stifel Financial
Missouri
$5.78M +$1.68M +43,684 +43%
LPL Financial
9
LPL Financial
California
$2.9M -$1M -26,061 -26%
AAS
10
Avantax Advisory Services
Texas
$2.77M +$1.21M +31,599 +82%
IWM
11
IHT Wealth Management
Illinois
$2.73M -$336K -8,743 -11%
Truist Financial
12
Truist Financial
North Carolina
$2.65M -$159K -4,149 -6%
RJA
13
Raymond James & Associates
Florida
$2.37M +$655K +17,046 +40%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.05M +$34.1K +888 +2%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.98M
SI
16
Stephens Inc
Arkansas
$1.81M -$33.8K -881 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.67M -$53.5K -1,392 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.62M -$158K -4,101 -9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.54M +$1.5M +38,929 New
PAG
20
Private Advisor Group
New Jersey
$1.03M -$29.9K -778 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$955K +$7.84K +204 +0.9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$776K +$753K +19,615 New
Citadel Advisors
23
Citadel Advisors
Florida
$675K -$648K -16,876 -50%
IAP
24
Indie Asset Partners
Indiana
$572K +$2.88K +75 +0.5%
WS
25
Wedbush Securities
California
$554K +$234K +6,080 +77%

CACG Hedge Fund Activity: Q3 2020 in Review

38 of the 4,956 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 2020, worth a combined $159M — up 1.7% from $156M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CACG positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.68M. The largest seller was QS Investors, cutting an estimated $9.35M.

  • 38 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q3 2020, up from 36 in Q2 2020.
  • Funds reported $159M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q3 2020, up 1.7% quarter-over-quarter.
  • 4 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q3 2020 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 2020 was Stifel Financial, an estimated $1.68M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q3 2020 was QS Investors, an estimated $9.35M sold.

Based on aggregated 13F filings for Q3 2020.