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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.

36 hedge funds and large institutions have $69M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $48.4M → $69M (+$20.6M)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.5M +$11.8M +272,954 +102%
Stifel Financial
2
Stifel Financial
Missouri
$5.77M +$732K +16,892 +16%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$4.51M +$226K +5,214 +6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.46M +$21K +484 +0.5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.27M -$131K -3,019 -4%
BPFA
6
Barnes Pettey Financial Advisors
Mississippi
$2.69M +$52.9K +1,221 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.51M -$256K -5,918 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.18M -$322K -7,445 -14%
UBS Group
9
UBS Group
Switzerland
$2.09M -$7.45K -172 -0.4%
LPL Financial
10
LPL Financial
California
$1.95M +$296K +6,827 +20%
Truist Financial
11
Truist Financial
North Carolina
$1.74M -$255K -5,887 -14%
AT
12
Arden Trust
Delaware
$1.54M -$21.4K -493 -1%
IWM
13
IHT Wealth Management
Illinois
$1.52M -$5.54K -128 -0.4%
AAS
14
Avantax Advisory Services
Texas
$1.19M -$63K -1,455 -5%
NA
15
NewEdge Advisors
Louisiana
$1.02M -$250K -5,765 -21%
CAN
16
Cetera Advisor Networks
California
$964K +$113K +2,605 +15%
GIA
17
Gladstone Institutional Advisory
Florida
$872K
PAG
18
Private Advisor Group
New Jersey
$851K -$9.74K -225 -1%
RJA
19
Raymond James & Associates
Florida
$740K -$23K -532 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$641K +$290K +6,704 +97%
SI
21
Stephens Inc
Arkansas
$544K
APWA
22
Atlas Private Wealth Advisors
New Jersey
$433K -$28.6K -660 -7%
CTC
23
Central Trust Company
Missouri
$396K -$75.9K -1,753 -17%
WS
24
Wedbush Securities
California
$318K -$61.5K -1,420 -17%
Creative Planning
25
Creative Planning
Kansas
$318K +$12.7K +294 +5%

CACG Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) for Q4 2023, worth a combined $69M — up 43% from $48.4M a quarter earlier.

Fund positioning in CACG was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.8M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $388K sold.

  • 36 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $69M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 4 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q4 2023 and 4 closed out, a net change of 0 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.8M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q4 2023 was Flow Traders U.S., an estimated $388K sold.

Based on aggregated 13F filings for Q4 2023.