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ClearBridge Dividend Strategy ESG ETF
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Overview Fund Activity

27 hedge funds and large institutions have $86.7M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
10
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$47.6M
2
PAG
Private Advisor Group
New Jersey
+$4.37M
3
LPL Financial
LPL Financial
California
+$2.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.67M
5
Osaic Holdings
Osaic Holdings
Arizona
+$321K

Top Sellers

1
OAM
Oppenheimer Asset Management
New York
-$2.19M
2
Citadel Advisors
Citadel Advisors
Florida
-$644K
3
SRWM
Shira Ridge Wealth Management
California
-$422K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$54.8K
5
HC
Hamilton Capital
Ohio
-$19.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$45.1K +$13.4K +259 +42%
SS
27
Sunbelt Securities
Texas
$1.97K +$1.97K +38 New
Wells Fargo
28
Wells Fargo
California
$17 -$41 -1 Closed
OAM
29
Oppenheimer Asset Management
New York
– -$2.19M -43,142 Closed
Citadel Advisors
30
Citadel Advisors
Florida
– -$644K -12,673 Closed
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