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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 $171M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $159M → $171M (+$12.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

5% less funds holding

Funds holding: 3836 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
Increased
15
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$41.7M +$150K +3,606 +0.4%
QI
2
QS Investors
New York
$34.7M -$190K -4,571 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$24M -$2.23M -53,807 -9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.42M +$2.27M +54,824 +34%
DADC
5
D.A. Davidson & Co
Montana
$8.17M -$594K -14,314 -7%
UBS Group
6
UBS Group
Switzerland
$7.95M -$223K -5,373 -3%
IF
7
IRON Financial
Illinois
$7.51M -$57.5K -1,387 -0.8%
Stifel Financial
8
Stifel Financial
Missouri
$7.4M +$912K +21,985 +15%
RJA
9
Raymond James & Associates
Florida
$3.16M +$495K +11,939 +20%
LPL Financial
10
LPL Financial
California
$3.03M -$191K -4,607 -6%
Truist Financial
11
Truist Financial
North Carolina
$2.78M -$163K -3,934 -6%
IWM
12
IHT Wealth Management
Illinois
$2.76M -$269K -6,494 -9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.55M +$250K +6,021 +12%
AAS
14
Avantax Advisory Services
Texas
$2.22M -$813K -19,607 -28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.08M +$213K +5,137 +12%
SI
16
Stephens Inc
Arkansas
$2.04M +$23.9K +577 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.81M +$747 +18 +0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.23M +$159K +3,821 +16%
PAG
19
Private Advisor Group
New Jersey
$1.1M -$49K -1,182 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$923K +$55.7K +1,342 +7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$892K -$775K -18,672 -48%
WS
22
Wedbush Securities
California
$790K +$163K +3,925 +28%
IAP
23
Indie Asset Partners
Indiana
$628K -$8.3K -200 -1%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$391K
OC
25
Oppenheimer & Co
New York
$388K +$47.7K +1,150 +15%

CACG Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 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 2020, worth a combined $171M — up 8.1% from $159M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CACG and 0 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.27M. The largest seller was Morgan Stanley, cutting an estimated $2.23M.

  • 36 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q4 2020, down from 38 in Q3 2020.
  • Funds reported $171M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 0 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q4 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 Q4 2020 was Raymond James Financial Services Advisors, an estimated $2.27M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q4 2020 was Morgan Stanley, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2020.