YLDE icon

ClearBridge Dividend Strategy ESG ETF
YLDE

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 %
GRP
26
Global Retirement Partners
California
$4.1K +$4.1K +78 New
Wells Fargo
27
Wells Fargo
California
$11 -$17 – –
AWA
28
Alta Wealth Advisors
Massachusetts
– -$501K -9,674 Closed
BPA
29
Beacon Pointe Advisors
California
– -$284K -5,485 Closed
UBS Group
30
UBS Group
Switzerland
– -$45.1K -872 Closed
SS
31
Sunbelt Securities
Texas
– -$1.97K -38 Closed
1
2