ClearBridge Dividend Strategy ESG ETF
YLDE
4 hedge funds and large institutions have $838K invested in ClearBridge Dividend Strategy ESG ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4.85% less ownership
Funds ownership: 26.36% → 21.52% (-4.8%)
27% less capital invested
Capital invested by funds: $1.14M → $838K (-$305K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$184K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$20K |
| 3 |
QI
QS Investors
New York
|
-$692 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $747K | -$184K | -6,663 | -19% |
|
|
QI
2
QS Investors
New York
| $78K | -$692 | -25 | -0.8% |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
4
Morgan Stanley
New York
| $3K | +$2.77K | +100 | New |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$20K | -680 | Closed |
|
YLDE Hedge Fund Activity: Q4 2018 in Review
4 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q4 2018, worth a combined $838K — down 27% from $1.14M a quarter earlier.
Fund positioning in YLDE was balanced in Q4 2018: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $2.77K. The largest seller was Susquehanna International Group, cutting an estimated $184K.
- 4 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $838K of ClearBridge Dividend Strategy ESG ETF stock for Q4 2018, down 27% quarter-over-quarter.
- 1 fund opened new ClearBridge Dividend Strategy ESG ETF positions in Q4 2018 and 1 closed out, a net change of 0 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q4 2018 was Morgan Stanley, an estimated $2.77K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q4 2018 was Susquehanna International Group, an estimated $184K sold.
Based on aggregated 13F filings for Q4 2018.