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ClearBridge Dividend Strategy ESG ETF
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Overview Fund Activity

26 hedge funds and large institutions have $88M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
10
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$794K
2
LPL Financial
LPL Financial
California
+$568K
3
PAG
Private Advisor Group
New Jersey
+$419K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$188K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$144K

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$1.32M
2
AWA
Alta Wealth Advisors
Massachusetts
-$501K
3
Osaic Holdings
Osaic Holdings
Arizona
-$302K
4
BPA
Beacon Pointe Advisors
California
-$284K
5
UBS Group
UBS Group
Switzerland
-$45.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$47M -$1.32M -25,000 -3%
SRWM
2
Shira Ridge Wealth Management
California
$9.4M -$38.7K -736 -0.4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.64M -$42.6K -809 -0.5%
LPL Financial
4
LPL Financial
California
$7.95M +$568K +10,796 +8%
PAG
5
Private Advisor Group
New Jersey
$4.87M +$419K +7,960 +9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.25M +$188K +3,573 +9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.63M +$794K +15,094 +95%
HC
8
Hamilton Capital
Ohio
$1.13M -$35.9K -683 -3%
GSWM
9
Golden State Wealth Management
California
$737K +$20K +380 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$673K +$144K +2,742 +27%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$642K +$138K +2,628 +27%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$490K +$61.8K +1,175 +14%
Osaic Holdings
13
Osaic Holdings
Arizona
$480K -$302K -5,947 -39%
SFG
14
Stonebridge Financial Group
Pennsylvania
$430K – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$413K -$7.74K -147 -2%
ASN
16
Advisory Services Network
Georgia
$378K +$107K +2,051 +40%
WS
17
Wedbush Securities
California
$231K – – –
AWM
18
Ameliora Wealth Management
Switzerland
$211K – – –
RDFA
19
Ritter Daniher Financial Advisory
Ohio
$115K – – –
Morgan Stanley
20
Morgan Stanley
New York
$90.1K – – –
CSC
21
Caldwell Sutter Capital
California
$71.9K +$3.58K +68 +5%
AF
22
Advisornet Financial
Minnesota
$63.1K -$3.37K -64 -5%
RF
23
Rossby Financial
Florida
$60.2K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$34K +$34K +650 New
Comerica Bank
25
Comerica Bank
Texas
$21.2K +$21.2K +402 New
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