ClearBridge Dividend Strategy ESG ETF
YLDE
36 hedge funds and large institutions have $79.2M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 35 → 36 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11.2% less ownership
Funds ownership: 82.46% → 71.26% (-11%)
18% less capital invested
Capital invested by funds: $96.8M → $79.2M (-$17.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.41M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.56M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$767K |
| 5 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$12.7M |
| 2 |
Bank of New York Mellon
New York
|
-$9.28M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.35M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.93M |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Ameliora Wealth Management
Zurich,
Switzerland
| $108K | – | – | – |
|
27
Morgan Stanley
New York
| $92.8K | – | – | – |
|
|
CSC
28
Caldwell Sutter Capital
Sausalito,
California
| $74K | – | – | – |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $68.1K | +$1.24K | +23 | +2% |
|
|
RF
30
Rossby Financial
Melbourne,
Florida
| $62K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $32.6K | +$32.5K | +602 | New |
|
32
Comerica Bank
Dallas,
Texas
| $21.8K | – | – | – |
|
|
SS
33
Sunbelt Securities
Houston,
Texas
| $7.21K | – | – | – |
|
34
Rockefeller Capital Management
New York
| $4.39K | +$4.37K | +81 | New |
|
|
GRP
35
Global Retirement Partners
San Rafael,
California
| $4.23K | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $62 | +$54 | +1 | New |
|
|
37
Bank of New York Mellon
New York
| – | -$9.28M | -169,993 | Closed |
|
|
OMC
38
Old Mission Capital
Chicago,
Illinois
| – | -$1.93M | -35,422 | Closed |
|
|
PI
39
PFG Investments
Woodbury,
New York
| – | -$207K | -3,785 | Closed |
|
|
AIC
40
Archer Investment Corporation
Carmel,
Indiana
| – | -$2.68K | -49 | Closed |
|
YLDE Hedge Fund Activity: Q4 2025 in Review
36 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q4 2025, worth a combined $79.2M — down 18% from $96.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new YLDE positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.41M. The largest seller was Franklin Resources, cutting an estimated $12.7M.
- 36 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q4 2025, up from 35 in Q3 2025.
- Funds reported $79.2M of ClearBridge Dividend Strategy ESG ETF stock for Q4 2025, down 18% quarter-over-quarter.
- 5 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q4 2025 was LPL Financial, an estimated $4.41M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q4 2025 was Franklin Resources, an estimated $12.7M sold.
Based on aggregated 13F filings for Q4 2025.