ClearBridge Dividend Strategy ESG ETF
YLDE
27 hedge funds and large institutions have $89.1M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
2% more capital invested
Capital invested by funds: $87M → $89.1M (+$2.16M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.38% less ownership
Funds ownership: 84% → 82.62% (-1.4%)
4% less funds holding
Funds holding: 28 → 27 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$770K |
| 2 |
LPL Financial
San Diego,
California
|
+$550K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$490K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$406K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$1.27M |
| 2 |
AWA
Alta Wealth Advisors
Woburn,
Massachusetts
|
-$501K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$284K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$45.1K |
| 5 |
Bank of New York Mellon
New York
|
-$41.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $21.2K | +$20.5K | +402 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $4.1K | +$3.98K | +78 | New |
|
28
Wells Fargo
San Francisco,
California
| $11 | – | – | – |
|
|
AWA
29
Alta Wealth Advisors
Woburn,
Massachusetts
| – | -$501K | -9,674 | Closed |
|
|
BPA
30
Beacon Pointe Advisors
Newport Beach,
California
| – | -$284K | -5,485 | Closed |
|
|
31
UBS Group
Zurich,
Switzerland
| – | -$45.1K | -872 | Closed |
|
|
SS
32
Sunbelt Securities
Houston,
Texas
| – | -$1.97K | -38 | Closed |
|
YLDE Hedge Fund Activity: Q2 2025 in Review
27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q2 2025, worth a combined $89.1M — up 2.5% from $87M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of YLDE and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 11 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $770K. The largest seller was Franklin Resources, cutting an estimated $1.27M.
- 27 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q2 2025, down from 28 in Q1 2025.
- Funds reported $89.1M of ClearBridge Dividend Strategy ESG ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
- 3 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q2 2025 was Cetera Investment Advisers, an estimated $770K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q2 2025 was Franklin Resources, an estimated $1.27M sold.
Based on aggregated 13F filings for Q2 2025.