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ClearBridge Dividend Strategy ESG ETF

25 hedge funds and large institutions have $32.6M invested in ClearBridge Dividend Strategy ESG ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
5
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRWM
1
Shira Ridge Wealth Management
California
$9.42M -$88.8K -1,762 -0.9%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.1M -$37.6K -746 -0.5%
LPL Financial
3
LPL Financial
California
$5.83M +$253K +5,027 +5%
OAM
4
Oppenheimer Asset Management
New York
$2.21M -$149K -2,963 -6%
HC
5
Hamilton Capital
Ohio
$1.05M +$84.7K +1,676 +9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$935K -$361K -7,172 -28%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$704K +$15.8K +313 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$549K -$51.5K -1,023 -9%
AWA
9
Alta Wealth Advisors
Massachusetts
$510K
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$468K -$79.7K -1,581 -15%
Osaic Holdings
11
Osaic Holdings
Arizona
$459K +$28.6K +567 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$353K -$8.27K -164 -2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$316K +$316K +6,263 New
Citadel Advisors
14
Citadel Advisors
Florida
$295K +$295K +5,851 New
BPA
15
Beacon Pointe Advisors
California
$276K -$207K -4,100 -43%
SA
16
Sanctuary Advisors
Indiana
$238K
WS
17
Wedbush Securities
California
$232K
AWM
18
Ameliora Wealth Management
Switzerland
$202K
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$201K +$201K +3,993 New
Morgan Stanley
20
Morgan Stanley
New York
$86.2K
UBS Group
21
UBS Group
Switzerland
$66.4K -$75.2K -1,492 -53%
CSC
22
Caldwell Sutter Capital
California
$64.3K +$2.22K +44 +4%
AF
23
Advisornet Financial
Minnesota
$48.2K -$11.1K -220 -19%
PS
24
Principal Securities
Iowa
$15.7K +$15.7K +312 New
Wells Fargo
25
Wells Fargo
California
$30