ClearBridge Dividend Strategy ESG ETF
YLDE
40 hedge funds and large institutions have $107M invested in ClearBridge Dividend Strategy ESG ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
35% more capital invested
Capital invested by funds: $79.2M → $107M (+$27.6M)
11% more funds holding
Funds holding: 36 → 40 (+4)
3.36% more ownership
Funds ownership: 71.26% → 74.62% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$36.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.27M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.11M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.28M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$22.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$694K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$527K |
| 4 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$231K |
| 5 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
-$95.5K |
YLDE Hedge Fund Activity: Q1 2026 in Review
40 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2026, worth a combined $107M — up 35% from $79.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new YLDE positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $36.6M. The largest seller was Franklin Resources, exiting entirely with an estimated $22.2M sold.
- 40 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2026, up from 36 in Q4 2025.
- Funds reported $107M of ClearBridge Dividend Strategy ESG ETF stock for Q1 2026, up 35% quarter-over-quarter.
- 8 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2026 and 2 closed out, a net change of +6 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2026 was LPL Financial, an estimated $36.6M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q1 2026 was Franklin Resources, an estimated $22.2M sold.
Based on aggregated 13F filings for Q1 2026.