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ClearBridge Dividend Strategy ESG ETF

27 hedge funds and large institutions have $86.7M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$47.6M
SRWM
2
Shira Ridge Wealth Management
California
$9.29M
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.54M
LPL Financial
4
LPL Financial
California
$7.26M
PAG
5
Private Advisor Group
New Jersey
$4.37M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.02M
HC
7
Hamilton Capital
Ohio
$1.15M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$819K
Osaic Holdings
9
Osaic Holdings
Arizona
$796K
GSWM
10
Golden State Wealth Management
California
$705K
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$520K
AWA
12
Alta Wealth Advisors
Massachusetts
$501K
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$495K
SFG
14
Stonebridge Financial Group
Pennsylvania
$423K
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$421K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$414K
BPA
17
Beacon Pointe Advisors
California
$284K
ASN
18
Advisory Services Network
Georgia
$268K
WS
19
Wedbush Securities
California
$227K
AWM
20
Ameliora Wealth Management
Switzerland
$208K
RDFA
21
Ritter Daniher Financial Advisory
Ohio
$113K
Morgan Stanley
22
Morgan Stanley
New York
$88.6K
CSC
23
Caldwell Sutter Capital
California
$67.2K
AF
24
Advisornet Financial
Minnesota
$65.4K
RF
25
Rossby Financial
Florida
$57.8K