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ClearBridge Dividend Strategy ESG ETF
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Overview Fund Activity

20 hedge funds and large institutions have $16.7M invested in ClearBridge Dividend Strategy ESG ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.26M
2
Osaic Holdings
Osaic Holdings
Arizona
+$780K
3
BPA
Beacon Pointe Advisors
California
+$351K
4
CAN
Cetera Advisor Networks
California
+$350K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$289K

Top Sellers

1
VAS
Vestmark Advisory Solutions
Massachusetts
-$302K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$251K
3
WS
Wedbush Securities
California
-$231K
4
LPL Financial
LPL Financial
California
-$173K
5
PTC
Private Trust Company
Ohio
-$84.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4.26M +$4.26M +105,528 New
LPL Financial
2
LPL Financial
California
$4.08M -$173K -4,292 -4%
OAM
3
Oppenheimer Asset Management
New York
$1.83M +$194K +4,802 +12%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.8M +$780K +19,310 +77%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$767K +$8.36K +207 +1%
HC
6
Hamilton Capital
Ohio
$762K -$11.8K -292 -2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$733K +$17.5K +434 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$459K -$251K -6,219 -35%
BPA
9
Beacon Pointe Advisors
California
$351K +$351K +8,685 New
CAN
10
Cetera Advisor Networks
California
$350K +$350K +8,676 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$289K +$289K +7,162 New
WS
12
Wedbush Securities
California
$251K -$231K -5,700 -48%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$244K +$1.86K +46 +0.8%
SRWM
14
Shira Ridge Wealth Management
California
$230K +$230K +5,693 New
AWM
15
Ameliora Wealth Management
Switzerland
$162K +$49.2K +1,221 +44%
Morgan Stanley
16
Morgan Stanley
New York
$69.1K +$69.1K +1,711 New
AF
17
Advisornet Financial
Minnesota
$48.7K +$727 +18 +2%
UBS Group
18
UBS Group
Switzerland
$15.7K +$6.87K +170 +77%
US Bancorp
19
US Bancorp
Minnesota
$3.88K – – –
Wells Fargo
20
Wells Fargo
California
$49 – – –
VAS
21
Vestmark Advisory Solutions
Massachusetts
– -$302K -7,147 Closed
PTC
22
Private Trust Company
Ohio
– -$84.6K -2,000 Closed