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ClearBridge Dividend Strategy ESG ETF
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Overview Fund Activity

21 hedge funds and large institutions have $23.6M invested in ClearBridge Dividend Strategy ESG ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRWM
Shira Ridge Wealth Management
California
+$5.52M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$695K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$255K
4
CAN
Cetera Advisor Networks
California
+$119K
5
OAM
Oppenheimer Asset Management
New York
+$105K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.16M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$244K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$209K
4
WS
Wedbush Securities
California
-$59.5K
5
UBS Group
UBS Group
Switzerland
-$8.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRWM
1
Shira Ridge Wealth Management
California
$5.77M +$5.52M +124,397 +2,185%
LPL Financial
2
LPL Financial
California
$4.54M +$54.5K +1,228 +1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$4.47M -$209K -4,712 -4%
OAM
4
Oppenheimer Asset Management
New York
$2.12M +$105K +2,359 +5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.2M +$695K +15,656 +138%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$835K -$8.3K -187 -1%
HC
7
Hamilton Capital
Ohio
$832K -$5.1K -115 -0.6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$811K +$5.5K +124 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$811K -$1.16M -26,199 -59%
CAN
10
Cetera Advisor Networks
California
$504K +$119K +2,678 +31%
BPA
11
Beacon Pointe Advisors
California
$385K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$318K – – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$255K +$255K +5,752 New
WS
14
Wedbush Securities
California
$216K -$59.5K -1,340 -22%
AWM
15
Ameliora Wealth Management
Switzerland
$178K – – –
Morgan Stanley
16
Morgan Stanley
New York
$152K +$76.2K +1,717 +100%
NA
17
NewEdge Advisors
Louisiana
$77.2K +$77.2K +1,739 New
AF
18
Advisornet Financial
Minnesota
$53.7K +$177 +4 +0.3%
CSC
19
Caldwell Sutter Capital
California
$15.6K +$15.6K +352 New
UBS Group
20
UBS Group
Switzerland
$9.01K -$8.3K -187 -48%
Wells Fargo
21
Wells Fargo
California
$60 – – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
– -$244K -6,043 Closed
US Bancorp
23
US Bancorp
Minnesota
– -$3.88K -96 Closed