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.

36 hedge funds and large institutions have $48.4M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 3836 (-2)

18% less capital invested

Capital invested by funds: $58.7M → $48.4M (-$10.3M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

71% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 21

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.9M -$525K -12,434 -4%
Stifel Financial
2
Stifel Financial
Missouri
$4.3M -$2.41M -57,187 -35%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.83M -$1.08M -25,471 -21%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.68M +$60.7K +1,438 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.95M -$94.2K -2,231 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.41M -$172K -4,082 -6%
BPFA
7
Barnes Pettey Financial Advisors
Mississippi
$2.28M +$37.3K +883 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.19M -$851K -20,165 -27%
UBS Group
9
UBS Group
Switzerland
$1.81M -$42.3K -1,002 -2%
Truist Financial
10
Truist Financial
North Carolina
$1.74M -$78.2K -1,852 -4%
LPL Financial
11
LPL Financial
California
$1.41M -$41.9K -992 -3%
AT
12
Arden Trust
Delaware
$1.35M -$71.8K -1,700 -5%
IWM
13
IHT Wealth Management
Illinois
$1.32M -$51K -1,208 -4%
NA
14
NewEdge Advisors
Louisiana
$1.12M -$13.1K -310 -1%
AAS
15
Avantax Advisory Services
Texas
$1.09M -$645K -15,281 -36%
GIA
16
Gladstone Institutional Advisory
Florida
$753K
PAG
17
Private Advisor Group
New Jersey
$745K -$2.96K -70 -0.4%
CAN
18
Cetera Advisor Networks
California
$727K +$844 +20 +0.1%
RJA
19
Raymond James & Associates
Florida
$661K -$110K -2,609 -14%
SI
20
Stephens Inc
Arkansas
$470K -$7.01K -166 -1%
CTC
21
Central Trust Company
Missouri
$413K -$49.6K -1,175 -10%
APWA
22
Atlas Private Wealth Advisors
New Jersey
$401K
FTUS
23
Flow Traders U.S.
New York
$388K +$179K +4,233 +80%
WS
24
Wedbush Securities
California
$332K -$227K -5,375 -40%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$281K -$951K -22,517 -77%

CACG Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 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 2023, worth a combined $48.4M — down 18% from $58.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CACG and 3 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 6 added.

The largest buyer was Flow Traders U.S., adding an estimated $179K. The largest seller was Stifel Financial, cutting an estimated $2.41M.

  • 36 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q3 2023, down from 38 in Q2 2023.
  • Funds reported $48.4M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 3 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q3 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 Q3 2023 was Flow Traders U.S., an estimated $179K added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q3 2023 was Stifel Financial, an estimated $2.41M sold.

Based on aggregated 13F filings for Q3 2023.