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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.

39 hedge funds and large institutions have $183M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

0% more funds holding

Funds holding: 3939 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $194M → $183M (-$11.1M)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$45M -$2.19M -43,503 -4%
Franklin Resources
2
Franklin Resources
California
$41M +$42.4M +842,821 New
Morgan Stanley
3
Morgan Stanley
New York
$25.7M -$822K -16,320 -3%
DADC
4
D.A. Davidson & Co
Montana
$9.11M -$264K -5,242 -3%
Stifel Financial
5
Stifel Financial
Missouri
$6.97M -$80.9K -1,606 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.24M -$292K -5,791 -5%
UBS Group
7
UBS Group
Switzerland
$5.23M +$165K +3,281 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.1M -$414K -8,212 -9%
RJA
9
Raymond James & Associates
Florida
$3.81M +$316K +6,274 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.53M +$213K +4,224 +6%
IF
11
IRON Financial
Illinois
$3.5M -$304K -6,034 -8%
AAS
12
Avantax Advisory Services
Texas
$3.21M +$63.2K +1,255 +2%
LPL Financial
13
LPL Financial
California
$3.15M -$49.6K -985 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.68M -$66.2K -1,315 -2%
Truist Financial
15
Truist Financial
North Carolina
$2.48M -$481K -9,546 -16%
SI
16
Stephens Inc
Arkansas
$2.35M -$3.73K -74 -0.2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.11M +$516K +10,255 +31%
IWM
18
IHT Wealth Management
Illinois
$2.05M -$382K -7,590 -15%
Creative Planning
19
Creative Planning
Kansas
$2.02M -$1.24M -24,668 -37%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.79M +$110K +2,175 +6%
Citadel Advisors
21
Citadel Advisors
Florida
$1.69M
PAG
22
Private Advisor Group
New Jersey
$1.09M -$51.5K -1,023 -4%
WS
23
Wedbush Securities
California
$928K +$17.4K +345 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$914K -$32.7K -650 -3%
PFS
25
Prospera Financial Services
Texas
$645K +$25.2K +500 +4%

CACG Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 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 2021, worth a combined $183M — down 5.7% from $194M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CACG positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $42.4M. The largest seller was Arden Trust, cutting an estimated $2.19M.

  • 39 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $183M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q3 2021, down 5.7% quarter-over-quarter.
  • 3 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q3 2021 was Franklin Resources, an estimated $42.4M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q3 2021 was Arden Trust, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2021.