ClearBridge Dividend Strategy ESG ETF
YLDE
35 hedge funds and large institutions have $96.8M 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.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
30% more funds holding
Funds holding: 27 → 35 (+8)
9% more capital invested
Capital invested by funds: $89.1M → $96.8M (+$7.67M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 82.62% → 82.46% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$13M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.88M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.33M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$955K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$835K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$13.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.25M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$801K |
| 4 |
AWM
Ameliora Wealth Management
Zurich,
Switzerland
|
-$107K |
| 5 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$42.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RDFA
26
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $119K | -$266 | -5 | -0.2% |
|
|
AWM
27
Ameliora Wealth Management
Zurich,
Switzerland
| $109K | -$107K | -2,017 | -50% |
|
28
Morgan Stanley
New York
| $93.5K | – | – | – |
|
|
CSC
29
Caldwell Sutter Capital
Sausalito,
California
| $74.6K | – | – | – |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $67.4K | +$1.81K | +34 | +3% |
|
|
RF
31
Rossby Financial
Melbourne,
Florida
| $62.3K | – | – | – |
|
32
Comerica Bank
Dallas,
Texas
| $22K | – | – | – |
|
|
SS
33
Sunbelt Securities
Houston,
Texas
| $7.26K | +$7.07K | +133 | New |
|
|
GRP
34
Global Retirement Partners
San Rafael,
California
| $4.26K | – | – | – |
|
|
AIC
35
Archer Investment Corporation
Carmel,
Indiana
| $2.68K | +$2.6K | +49 | New |
|
36
Wells Fargo
San Francisco,
California
| $22 | – | – | – |
|
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.25M | -42,689 | Closed |
|
YLDE Hedge Fund Activity: Q3 2025 in Review
35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q3 2025, worth a combined $96.8M — up 8.6% from $89.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new YLDE positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $13M. The largest seller was Franklin Resources, cutting an estimated $13.3M.
- 35 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q3 2025, up from 27 in Q2 2025.
- Funds reported $96.8M of ClearBridge Dividend Strategy ESG ETF stock for Q3 2025, up 8.6% quarter-over-quarter.
- 10 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q3 2025 and 1 closed out, a net change of +9 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q3 2025 was Ameriprise, an estimated $13M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q3 2025 was Franklin Resources, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2025.