ClearBridge Dividend Strategy ESG ETF
YLDE
28 hedge funds and large institutions have $87M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
166% more capital invested
Capital invested by funds: $32.7M → $87M (+$54.2M)
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
19.58% more ownership
Funds ownership: 64.42% → 84% (+20%)
12% more funds holding
Funds holding: 25 → 28 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$47.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.37M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.19M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.66M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oppenheimer Asset Management
New York
|
-$2.19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$644K |
| 3 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
-$421K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$54.7K |
| 5 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$19.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RF
26
Rossby Financial
Melbourne,
Florida
| $57.8K | +$59.1K | +1,144 | New |
|
27
UBS Group
Zurich,
Switzerland
| $45.1K | +$13.4K | +259 | +42% |
|
|
SS
28
Sunbelt Securities
Houston,
Texas
| $1.97K | +$1.96K | +38 | New |
|
29
Wells Fargo
San Francisco,
California
| $17 | -$52 | -1 | Closed |
|
|
OAM
30
Oppenheimer Asset Management
New York
| – | -$2.19M | -43,142 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$644K | -12,673 | Closed |
|
YLDE Hedge Fund Activity: Q1 2025 in Review
28 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2025, worth a combined $87M — up 166% from $32.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new YLDE positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $47.5M. The largest seller was Oppenheimer Asset Management, exiting entirely with an estimated $2.19M sold.
- 28 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2025, up from 25 in Q4 2024.
- Funds reported $87M of ClearBridge Dividend Strategy ESG ETF stock for Q1 2025, up 166% quarter-over-quarter.
- 6 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2025 was Franklin Resources, an estimated $47.5M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q1 2025 was Oppenheimer Asset Management, an estimated $2.19M sold.
Based on aggregated 13F filings for Q1 2025.