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ClearBridge Dividend Strategy ESG ETF

17 hedge funds and large institutions have $16.3M invested in ClearBridge Dividend Strategy ESG ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
9
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PI
1
PFS Investments
Georgia
$4.65M +$192K +4,537 +4%
LPL Financial
2
LPL Financial
California
$4.46M -$1.78M -42,102 -29%
OAM
3
Oppenheimer Asset Management
New York
$1.71M +$45.4K +1,073 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.06M -$49.9K -1,184 -4%
HC
5
Hamilton Capital
Ohio
$811K +$450K +10,638 +125%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$795K +$91.9K +2,172 +13%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$750K +$107K +2,518 +17%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$745K -$485K -11,458 -39%
WS
9
Wedbush Securities
California
$504K -$428K -10,115 -46%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$302K +$44.5K +1,051 +17%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$254K +$1.86K +44 +0.7%
AWM
12
Ameliora Wealth Management
Switzerland
$118K
PTC
13
Private Trust Company
Ohio
$84.6K
AF
14
Advisornet Financial
Minnesota
$50.3K +$127 +3 +0.3%
UBS Group
15
UBS Group
Switzerland
$9.31K +$6.09K +144 +189%
US Bancorp
16
US Bancorp
Minnesota
$4.06K
Wells Fargo
17
Wells Fargo
California
$34
OC
18
Oppenheimer & Co
New York
-$253K -6,364 Closed
Franklin Resources
19
Franklin Resources
California
-$129K -3,236 Closed
BAM
20
Belpointe Asset Management
Nevada
-$57.9K -1,459 Closed
C
21
Covestor
United Kingdom
-$7K -173 Closed