ClearBridge Dividend Strategy ESG ETF
YLDE
6 hedge funds and large institutions have $472K invested in ClearBridge Dividend Strategy ESG ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
10.71% less ownership
Funds ownership: 21.52% → 10.81% (-11%)
44% less capital invested
Capital invested by funds: $838K → $472K (-$366K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$56.6K |
| 2 |
QI
QS Investors
New York
|
+$1.99K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$503K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $307K | -$503K | -18,228 | -63% |
|
|
QI
2
QS Investors
New York
| $90K | +$1.99K | +72 | +2% |
|
|
AF
3
Advisornet Financial
Minnetonka,
Minnesota
| $60K | +$56.6K | +2,050 | New |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $11K | – | – | – |
|
5
Morgan Stanley
New York
| $3K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $1K | +$1.24K | +45 | New |
|
YLDE Hedge Fund Activity: Q1 2019 in Review
6 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2019, worth a combined $472K — down 44% from $838K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new YLDE positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Advisornet Financial, opening a new position worth an estimated $56.6K. The largest seller was Susquehanna International Group, cutting an estimated $503K.
- 6 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2019, up from 4 in Q4 2018.
- Funds reported $472K of ClearBridge Dividend Strategy ESG ETF stock for Q1 2019, down 44% quarter-over-quarter.
- 2 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2019 and 0 closed out, a net change of +2 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2019 was Advisornet Financial, an estimated $56.6K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q1 2019 was Susquehanna International Group, an estimated $503K sold.
Based on aggregated 13F filings for Q1 2019.