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ClearBridge Dividend Strategy ESG ETF

27 hedge funds and large institutions have $89.1M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 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
$47M
SRWM
2
Shira Ridge Wealth Management
California
$9.4M
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.64M
LPL Financial
4
LPL Financial
California
$7.95M
PAG
5
Private Advisor Group
New Jersey
$4.87M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.25M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.63M
Osaic Holdings
8
Osaic Holdings
Arizona
$1.32M
HC
9
Hamilton Capital
Ohio
$1.13M
GSWM
10
Golden State Wealth Management
California
$737K
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$673K
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$642K
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$490K
SFG
14
Stonebridge Financial Group
Pennsylvania
$430K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$413K
ASN
16
Advisory Services Network
Georgia
$378K
SA
17
Sanctuary Advisors
Indiana
$237K
WS
18
Wedbush Securities
California
$231K
AWM
19
Ameliora Wealth Management
Switzerland
$211K
RDFA
20
Ritter Daniher Financial Advisory
Ohio
$115K
Morgan Stanley
21
Morgan Stanley
New York
$90.1K
CSC
22
Caldwell Sutter Capital
California
$71.9K
AF
23
Advisornet Financial
Minnesota
$63.1K
RF
24
Rossby Financial
Florida
$60.2K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$34K