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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 $188M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $171M → $188M (+$16.1M)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
1
Increased
18
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$45.5M +$2.21M +49,017 +5%
QI
2
QS Investors
New York
$39.2M +$3.15M +69,930 +9%
Morgan Stanley
3
Morgan Stanley
New York
$23.7M -$1.23M -27,427 -5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.9M +$2.11M +46,762 +22%
UBS Group
5
UBS Group
Switzerland
$10.1M +$1.81M +40,315 +22%
DADC
6
D.A. Davidson & Co
Montana
$8.64M +$165K +3,667 +2%
Stifel Financial
7
Stifel Financial
Missouri
$6.85M -$815K -18,098 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.28M +$2.95M +65,640 +235%
IF
9
IRON Financial
Illinois
$3.83M -$3.9M -86,652 -51%
Creative Planning
10
Creative Planning
Kansas
$3.58M +$3.53M +78,454 New
RJA
11
Raymond James & Associates
Florida
$3.57M +$282K +6,254 +9%
LPL Financial
12
LPL Financial
California
$3M -$138K -3,076 -4%
Truist Financial
13
Truist Financial
North Carolina
$2.85M -$30.9K -687 -1%
AAS
14
Avantax Advisory Services
Texas
$2.75M +$439K +9,750 +19%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.7M +$55.7K +1,238 +2%
IWM
16
IHT Wealth Management
Illinois
$2.55M -$307K -6,819 -11%
SI
17
Stephens Inc
Arkansas
$2.11M +$45 +1 +0%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.86M -$289K -6,424 -14%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.59M -$283K -6,279 -15%
PAG
20
Private Advisor Group
New Jersey
$1.09M -$45.9K -1,020 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$974K +$16.7K +370 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$939K +$13.3K +295 +1%
WS
23
Wedbush Securities
California
$847K +$28.1K +625 +3%
IAP
24
Indie Asset Partners
Indiana
$651K +$360 +8 +0.1%
PFS
25
Prospera Financial Services
Texas
$548K +$143K +3,171 +36%

CACG Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 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 2021, worth a combined $188M — up 9.4% from $171M a quarter earlier.

Fund positioning in CACG was balanced in Q1 2021: 1 fund opened new positions, 1 closed out, 18 added to existing stakes and 11 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $3.53M. The largest seller was IRON Financial, cutting an estimated $3.9M.

  • 36 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $188M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q1 2021, up 9.4% quarter-over-quarter.
  • 1 fund opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q1 2021 and 1 closed out, a net change of 0 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q1 2021 was Creative Planning, an estimated $3.53M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q1 2021 was IRON Financial, an estimated $3.9M sold.

Based on aggregated 13F filings for Q1 2021.