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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.

40 hedge funds and large institutions have $64.5M invested in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding

Funds holding: 3640 (+4)

6% less capital invested

Capital invested by funds: $69M → $64.5M (-$4.48M)

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
20
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.3M -$13.3M -266,088 -49%
Stifel Financial
2
Stifel Financial
Missouri
$7.14M +$732K +14,601 +12%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.1M +$160K +3,189 +3%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.69M -$286K -5,699 -6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.26M -$348K -6,935 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.05M +$623K +12,417 +27%
BPFA
7
Barnes Pettey Financial Advisors
Mississippi
$2.9M -$74.3K -1,481 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.67M -$98.8K -1,971 -4%
UBS Group
9
UBS Group
Switzerland
$2.31M +$2.26K +45 +0.1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.87M +$1.12M +22,299 +164%
Truist Financial
11
Truist Financial
North Carolina
$1.64M -$273K -5,452 -15%
IWM
12
IHT Wealth Management
Illinois
$1.62M -$58.8K -1,172 -4%
LPL Financial
13
LPL Financial
California
$1.59M -$549K -10,942 -26%
AT
14
Arden Trust
Delaware
$1.49M -$203K -4,053 -12%
AAS
15
Avantax Advisory Services
Texas
$1.31M -$4.06K -81 -0.3%
CAN
16
Cetera Advisor Networks
California
$1.11M +$46.1K +920 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.11M +$1.07M +21,381 New
GIA
18
Gladstone Institutional Advisory
Florida
$963K
PAG
19
Private Advisor Group
New Jersey
$932K -$8.77K -175 -1%
NA
20
NewEdge Advisors
Louisiana
$856K -$267K -5,317 -24%
RJA
21
Raymond James & Associates
Florida
$804K -$13.2K -263 -2%
SI
22
Stephens Inc
Arkansas
$601K
Citadel Advisors
23
Citadel Advisors
Florida
$432K +$416K +8,296 New
CTC
24
Central Trust Company
Missouri
$427K -$10.4K -207 -2%
PI
25
PFG Investments
New York
$355K +$341K +6,810 New

CACG Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 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 2024, worth a combined $64.5M — down 6.5% from $69M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CACG positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 20 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.12M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.

  • 40 institutional investors held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $64.5M of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 4 funds opened new Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.12M added.
  • The largest Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF seller in Q1 2024 was Morgan Stanley, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2024.