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ClearBridge Dividend Strategy ESG ETF
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Overview Fund Trends Analyst Outlook Journalist POV

26 hedge funds and large institutions have $88M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

4% less funds holding

Funds holding: 27 → 26 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
26
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$794K
2
+$568K
3
+$419K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$188K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$144K

Top Sellers

1
-$1.32M
2
-$501K
3
-$302K
4
BPA
Beacon Pointe Advisors
California
-$284K
5
UBS Group
UBS Group
Switzerland
-$45.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
26
Global Retirement Partners
California
$4.1K
Wells Fargo
27
Wells Fargo
California
$11
AWA
28
Alta Wealth Advisors
Massachusetts
–
BPA
29
Beacon Pointe Advisors
California
–
UBS Group
30
UBS Group
Switzerland
–
SS
31
Sunbelt Securities
Texas
–
1
2