ClearBridge Dividend Strategy ESG ETF
YLDE
YLDE
34 hedge funds and large institutions have $96.5M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.15% less ownership
Funds ownership: 82.4% → 82.25% (-0.15%)
Holders
34
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$13.3M | |
| 2 | +$1.93M | |
| 3 | +$1.37M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$981K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$858K |
Top Sellers
| 1 | -$13.7M | |
| 2 | -$2.25M | |
| 3 | -$823K | |
| 4 |
AWM
Ameliora Wealth Management
Zurich,
Switzerland
|
-$110K |
| 5 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$43.7K |
