ClearBridge Dividend Strategy ESG ETF (YLDE)

• Market cap: $106M
• 1 day: -0.82%
• 5 days: 0.06%
• 1 month: 2.00%
• 3 months: 3.43%
• 6 months: -0.80%
• Year to date: 2.37%
• 1 year: 10.35%
• 5 years: 72.75%
• 10 years: 104.77%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

165% more capital invested

Capital invested by funds: $32.7M [Q4 2024] → $86.7M (+$54M) [Q1 2025]

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

19.35% more ownership

Funds ownership: 64.42% [Q4 2024] → 83.77% (+19.35%) [Q1 2025]

8% more funds holding

Funds holding: 25 [Q4 2024] → 27 (+2) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]