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ClearBridge Dividend Strategy ESG ETF
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Overview Fund Activity

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
+2
Holders Change %
+8%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
10
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$47.6M
2
PAG
Private Advisor Group
New Jersey
+$4.37M
3
LPL Financial
LPL Financial
California
+$2.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.67M
5
Osaic Holdings
Osaic Holdings
Arizona
+$321K

Top Sellers

1
OAM
Oppenheimer Asset Management
New York
-$2.19M
2
Citadel Advisors
Citadel Advisors
Florida
-$644K
3
SRWM
Shira Ridge Wealth Management
California
-$422K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$54.8K
5
HC
Hamilton Capital
Ohio
-$19.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$47.6M +$47.6M +919,000 New
SRWM
2
Shira Ridge Wealth Management
California
$9.29M -$422K -8,153 -4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.54M +$295K +5,695 +4%
LPL Financial
4
LPL Financial
California
$7.26M +$2.19M +42,343 +43%
PAG
5
Private Advisor Group
New Jersey
$4.37M +$4.37M +84,523 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.02M +$1.67M +32,214 +467%
HC
7
Hamilton Capital
Ohio
$1.15M -$19.7K -380 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$819K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$796K +$321K +6,198 +67%
GSWM
10
Golden State Wealth Management
California
$705K +$95.8K +1,850 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$520K -$54.8K -1,059 -10%
AWA
12
Alta Wealth Advisors
Massachusetts
$501K – – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$495K -$11.4K -220 -2%
SFG
14
Stonebridge Financial Group
Pennsylvania
$423K -$6.16K -119 -1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$421K +$44.2K +853 +12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$414K +$5.28K +102 +1%
BPA
17
Beacon Pointe Advisors
California
$284K – – –
ASN
18
Advisory Services Network
Georgia
$268K +$268K +5,185 New
WS
19
Wedbush Securities
California
$227K -$10.3K -200 -4%
AWM
20
Ameliora Wealth Management
Switzerland
$208K – – –
RDFA
21
Ritter Daniher Financial Advisory
Ohio
$113K +$113K +2,183 New
Morgan Stanley
22
Morgan Stanley
New York
$88.6K – – –
CSC
23
Caldwell Sutter Capital
California
$67.2K +$1.14K +22 +2%
AF
24
Advisornet Financial
Minnesota
$65.4K +$6.52K +126 +11%
RF
25
Rossby Financial
Florida
$57.8K +$57.8K +1,144 New
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