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ClearBridge Dividend Strategy ESG ETF
YLDE

5 hedge funds and large institutions have $1.35M invested in ClearBridge Dividend Strategy ESG ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

135,200% more capital invested

Capital invested by funds: $1K → $1.35M (+$1.35M)

400% more funds holding

Funds holding: 1 → 5 (+4)

33.51% more ownership

Funds ownership: 0.02% → 33.53% (+34%)

Holders
5
Holders Change
+4
Holders Change %
+400%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.29M
2
QI
QS Investors
New York
+$86.2K
3
SWP
Stratos Wealth Partners
Ohio
+$17.8K
4
AG
Advisor Group
Arizona
+$10.7K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.24M +$1.29M +46,155 New
QI
2
QS Investors
New York
$83K +$86.2K +3,094 New
SWP
3
Stratos Wealth Partners
Ohio
$17K +$17.8K +641 New
AG
4
Advisor Group
Arizona
$10K +$10.7K +386 New
UBS Group
5
UBS Group
Switzerland
$1K – – –

YLDE Hedge Fund Activity: Q1 2018 in Review

5 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2018, worth a combined $1.35M — up 135,200% from $1K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new YLDE positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.29M.

  • 5 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2018, up from 1 in Q4 2017.
  • Funds reported $1.35M of ClearBridge Dividend Strategy ESG ETF stock for Q1 2018, up 135,200% quarter-over-quarter.
  • 4 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2018 and 0 closed out, a net change of +4 holders.
  • The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $1.29M added.

Based on aggregated 13F filings for Q1 2018.