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ClearBridge Dividend Strategy ESG ETF
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Overview Fund Activity

20 hedge funds and large institutions have $29M invested in ClearBridge Dividend Strategy ESG ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.19M
2
SRWM
Shira Ridge Wealth Management
California
+$2.32M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$567K
4
LPL Financial
LPL Financial
California
+$118K
5
UBS Group
UBS Group
Switzerland
+$32.7K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$964K
2
Osaic Holdings
Osaic Holdings
Arizona
-$441K
3
OAM
Oppenheimer Asset Management
New York
-$430K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$255K
5
Morgan Stanley
Morgan Stanley
New York
-$81.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRWM
1
Shira Ridge Wealth Management
California
$8.47M +$2.32M +49,207 +38%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.95M +$3.19M +67,501 +67%
LPL Financial
3
LPL Financial
California
$4.95M +$118K +2,502 +2%
OAM
4
Oppenheimer Asset Management
New York
$1.82M -$430K -9,111 -19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$905K +$15.7K +333 +2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$876K +$12.4K +262 +1%
HC
7
Hamilton Capital
Ohio
$822K -$64.1K -1,357 -7%
CAN
8
Cetera Advisor Networks
California
$567K +$31K +656 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$567K +$567K +12,010 New
Osaic Holdings
10
Osaic Holdings
Arizona
$422K -$441K -9,336 -51%
BPA
11
Beacon Pointe Advisors
California
$410K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$338K +$47 +1 +0%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$313K -$964K -20,414 -76%
WS
14
Wedbush Securities
California
$217K -$12.8K -270 -6%
AWM
15
Ameliora Wealth Management
Switzerland
$190K – – –
Morgan Stanley
16
Morgan Stanley
New York
$80.9K -$81.1K -1,716 -50%
AF
17
Advisornet Financial
Minnesota
$55.3K -$1.84K -39 -3%
UBS Group
18
UBS Group
Switzerland
$42.3K +$32.7K +693 +341%
CSC
19
Caldwell Sutter Capital
California
$41.6K +$24.9K +528 +150%
Wells Fargo
20
Wells Fargo
California
$73 +$37 +1 +100%
RJFSA
21
Raymond James Financial Services Advisors
Florida
– -$255K -5,752 Closed
NA
22
NewEdge Advisors
Louisiana
– -$77.2K -1,739 Closed