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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.

New
Increased
Maintained
Reduced
Closed

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%)

99% less capital inflows, than outflows

Capital inflows: $2.77K | Capital outflows: $205K

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.77K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$184K
2
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
-$20K
3
QS Investors
QS Investors
New York
-$692

YLDE Hedge Fund Activity: Q4 2018 in Review

4 of the 4,506 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.