We are live on ! Find out more
CACG

Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF

Delisted

CACG was delisted on the 14th of June, 2024.

38 hedge funds and large institutions have $58.7M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $54.2M → $58.7M (+$4.48M)

3% more funds holding

Funds holding: 3738 (+1)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.8M -$1.35M -34,516 -11%
Stifel Financial
2
Stifel Financial
Missouri
$6.87M +$46.1K +1,184 +0.7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.05M -$907K -23,281 -16%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.75M +$160K +4,099 +5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.15M -$342K -8,777 -11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.11M +$528K +13,550 +22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.67M +$21.6K +554 +0.9%
BPFA
8
Barnes Pettey Financial Advisors
Mississippi
$2.32M -$15.9K -407 -0.7%
UBS Group
9
UBS Group
Switzerland
$1.92M -$119K -3,044 -6%
Truist Financial
10
Truist Financial
North Carolina
$1.88M -$48.2K -1,236 -3%
AAS
11
Avantax Advisory Services
Texas
$1.77M -$855K -21,933 -34%
LPL Financial
12
LPL Financial
California
$1.5M -$32.8K -842 -2%
AT
13
Arden Trust
Delaware
$1.47M -$141K -3,612 -9%
IWM
14
IHT Wealth Management
Illinois
$1.42M -$17K -435 -1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.24M +$840K +21,568 +275%
NA
16
NewEdge Advisors
Louisiana
$1.17M +$1.08M +27,826 New
RJA
17
Raymond James & Associates
Florida
$795K +$68.4K +1,755 +10%
GIA
18
Gladstone Institutional Advisory
Florida
$780K
PAG
19
Private Advisor Group
New Jersey
$774K -$3.9K -100 -0.5%
CAN
20
Cetera Advisor Networks
California
$752K +$117K +3,000 +20%
WS
21
Wedbush Securities
California
$571K -$366K -9,385 -41%
SI
22
Stephens Inc
Arkansas
$494K
VAS
23
Vestmark Advisory Solutions
Massachusetts
$484K +$135K +3,475 +43%
CTC
24
Central Trust Company
Missouri
$478K -$46.1K -1,184 -9%
APWA
25
Atlas Private Wealth Advisors
New Jersey
$415K +$384K +9,850 New

CACG Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) for Q2 2023, worth a combined $58.7M — up 8.3% from $54.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CACG positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 17 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $1.35M.

  • 38 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q2 2023, up from 37 in Q1 2023.
  • Funds reported $58.7M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q2 2023, up 8.3% quarter-over-quarter.
  • 3 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q2 2023 was NewEdge Advisors, an estimated $1.08M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q2 2023 was Morgan Stanley, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2023.