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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.

42 hedge funds and large institutions have $119M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 4542 (-3)

9% less capital invested

Capital invested by funds: $130M → $119M (-$11.1M)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
13
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1
Arden Trust
Delaware
$30.8M -$716K -18,724 -2%
Franklin Resources
2
Franklin Resources
California
$29.5M -$74.5K -1,949 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$15.6M +$145K +3,784 +0.8%
Stifel Financial
4
Stifel Financial
Missouri
$5.25M +$609K +15,925 +12%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.62M -$673K -17,593 -12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.05M +$56K +1,465 +2%
DADC
7
D.A. Davidson & Co
Montana
$2.6M -$4.51M -117,854 -61%
RJA
8
Raymond James & Associates
Florida
$2.54M -$189K -4,932 -6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.45M +$245K +6,403 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.21M -$379K -9,901 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.16M -$679K -17,758 -22%
AAS
12
Avantax Advisory Services
Texas
$2.1M +$20.9K +547 +0.9%
Truist Financial
13
Truist Financial
North Carolina
$1.58M -$89K -2,328 -5%
UBS Group
14
UBS Group
Switzerland
$1.53M -$460K -12,017 -21%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.4M +$1.31M +34,379 +539%
LPL Financial
16
LPL Financial
California
$1.34M +$112K +2,916 +8%
IWM
17
IHT Wealth Management
Illinois
$1.22M -$15.5K -404 -1%
BPFA
18
Barnes Pettey Financial Advisors
Mississippi
$866K -$16K -418 -2%
Creative Planning
19
Creative Planning
Kansas
$852K -$57.3K -1,497 -6%
WS
20
Wedbush Securities
California
$788K +$3.25K +85 +0.4%
CTC
21
Central Trust Company
Missouri
$702K +$314K +8,200 +67%
PAG
22
Private Advisor Group
New Jersey
$701K -$51.9K -1,358 -6%
GIA
23
Gladstone Institutional Advisory
Florida
$638K
SI
24
Stephens Inc
Arkansas
$536K
IF
25
IRON Financial
Illinois
$477K -$10.4K -271 -2%

CACG Hedge Fund Activity: Q3 2022 in Review

42 of the 5,805 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 2022, worth a combined $119M — down 8.5% from $130M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CACG and 1 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.31M. The largest seller was D.A. Davidson & Co, cutting an estimated $4.51M.

  • 42 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q3 2022, down from 45 in Q2 2022.
  • Funds reported $119M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 1 fund opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q3 2022 and 4 closed out, a net change of -3 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.31M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q3 2022 was D.A. Davidson & Co, an estimated $4.51M sold.

Based on aggregated 13F filings for Q3 2022.