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ClearBridge Dividend Strategy ESG ETF
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Overview Fund Activity

21 hedge funds and large institutions have $17.4M invested in ClearBridge Dividend Strategy ESG ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
+$373K
2
HC
Hamilton Capital
Ohio
+$91.9K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$62K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.6K
5
WS
Wedbush Securities
California
+$55.6K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$602K
2
Osaic Holdings
Osaic Holdings
Arizona
-$201K
3
OAM
Oppenheimer Asset Management
New York
-$167K
4
LPL Financial
LPL Financial
California
-$161K
5
Morgan Stanley
Morgan Stanley
New York
-$25.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.85M -$161K -4,058 -3%
PI
2
PFS Investments
Georgia
$4.2M +$373K +9,363 +10%
OAM
3
Oppenheimer Asset Management
New York
$1.57M -$167K -4,215 -10%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.15M -$602K -15,165 -34%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.05M -$201K -5,044 -16%
WS
6
Wedbush Securities
California
$874K +$55.6K +1,400 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$660K +$61.6K +1,552 +10%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$604K +$62K +1,561 +11%
HC
9
Hamilton Capital
Ohio
$339K +$91.9K +2,314 +37%
OC
10
Oppenheimer & Co
New York
$253K – – –
VAS
11
Vestmark Advisory Solutions
Massachusetts
$242K – – –
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$236K +$951 +24 +0.4%
Franklin Resources
13
Franklin Resources
California
$129K +$1.39K +35 +1%
PTC
14
Private Trust Company
Ohio
$79.4K – – –
BAM
15
Belpointe Asset Management
Nevada
$57.9K – – –
AF
16
Advisornet Financial
Minnesota
$47.1K +$33.3K +839 +242%
C
17
Covestor
United Kingdom
$7K +$405 +10 +6%
US Bancorp
18
US Bancorp
Minnesota
$3.81K +$3.81K +96 New
UBS Group
19
UBS Group
Switzerland
$3.02K -$953 -24 -24%
AWM
20
Ameliora Wealth Management
Switzerland
$1.11K – – –
Wells Fargo
21
Wells Fargo
California
$57 – – –
Morgan Stanley
22
Morgan Stanley
New York
– -$25.4K -650 Closed