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ClearBridge Dividend Strategy ESG ETF

25 hedge funds and large institutions have $32.7M invested in ClearBridge Dividend Strategy ESG ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
11
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRWM
1
Shira Ridge Wealth Management
California
$9.53M +$32.3K +636 +0.3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.09M -$75.3K -1,482 -0.9%
LPL Financial
3
LPL Financial
California
$4.97M -$908K -17,877 -15%
OAM
4
Oppenheimer Asset Management
New York
$2.19M -$39.2K -772 -2%
HC
5
Hamilton Capital
Ohio
$1.15M +$86K +1,693 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$803K +$93.3K +1,838 +13%
Citadel Advisors
7
Citadel Advisors
Florida
$644K +$346K +6,822 +117%
GSWM
8
Golden State Wealth Management
California
$598K +$598K +11,775 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$564K +$10.8K +213 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$497K +$25K +493 +5%
AWA
11
Alta Wealth Advisors
Massachusetts
$491K -$23.2K -456 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$467K +$3.76K +74 +0.8%
SFG
13
Stonebridge Financial Group
Pennsylvania
$421K +$421K +8,292 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$401K +$45.4K +894 +13%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$370K +$51.7K +1,018 +16%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$350K -$592K -11,663 -63%
BPA
17
Beacon Pointe Advisors
California
$279K
SA
18
Sanctuary Advisors
Indiana
$235K
WS
19
Wedbush Securities
California
$233K
AWM
20
Ameliora Wealth Management
Switzerland
$204K
Morgan Stanley
21
Morgan Stanley
New York
$87K +$51 +1 +0.1%
CSC
22
Caldwell Sutter Capital
California
$64.8K
AF
23
Advisornet Financial
Minnesota
$57.8K +$9.24K +182 +19%
UBS Group
24
UBS Group
Switzerland
$31.1K -$35.8K -705 -53%
Wells Fargo
25
Wells Fargo
California
$41