Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
CACG was delisted on the 14th of June, 2024.
37 hedge funds and large institutions have $54.2M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 5 closing their positions.
5% less funds holding
Funds holding: 39 → 37 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
41% less capital invested
Capital invested by funds: $91.6M → $54.2M (-$37.4M)
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$533K |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$206K |
| 3 |
BPFA
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
+$174K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$131K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$19.6M |
| 2 |
AT
Arden Trust
Wilmington,
Delaware
|
-$18.7M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.52M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.22M |
| 5 |
Morgan Stanley
New York
|
-$1.59M |
CACG Hedge Fund Activity: Q1 2023 in Review
37 of the 6,275 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 2023, worth a combined $54.2M — down 41% from $91.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CACG and 3 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 8 added.
The largest buyer was Janney Montgomery Scott, adding an estimated $533K. The largest seller was Franklin Resources, cutting an estimated $19.6M.
- 37 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q1 2023, down from 39 in Q4 2022.
- Funds reported $54.2M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q1 2023, down 41% quarter-over-quarter.
- 3 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q1 2023 and 5 closed out, a net change of -2 holders.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q1 2023 was Janney Montgomery Scott, an estimated $533K added.
- The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q1 2023 was Franklin Resources, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2023.