ClearBridge Dividend Strategy ESG ETF
YLDE
8 hedge funds and large institutions have $1.09M invested in ClearBridge Dividend Strategy ESG ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
425% more capital invested
Capital invested by funds: $207K → $1.09M (+$880K)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
12.84% more ownership
Funds ownership: 4.5% → 17.34% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$649K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$207K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$6.19K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.75K |
| 5 |
QI
QS Investors
New York
|
+$1.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $657K | +$649K | +20,966 | New |
|
|
WS
2
Wedbush Securities
Los Angeles,
California
| $209K | +$207K | +6,675 | New |
|
|
QI
3
QS Investors
New York
| $98K | +$1.15K | +37 | +1% |
|
|
AF
4
Advisornet Financial
Minnetonka,
Minnesota
| $64K | – | – | – |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $38K | +$2.75K | +89 | +8% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $12K | -$1.24K | -40 | -10% |
|
|
AIC
7
Ameritas Investment Company
Lincoln,
Nebraska
| $6K | +$6.19K | +200 | New |
|
8
Morgan Stanley
New York
| $3K | – | – | – |
|
YLDE Hedge Fund Activity: Q3 2019 in Review
8 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q3 2019, worth a combined $1.09M — up 425% from $207K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new YLDE positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $649K. The largest seller was Advisor Group, cutting an estimated $1.24K.
- 8 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q3 2019, up from 5 in Q2 2019.
- Funds reported $1.09M of ClearBridge Dividend Strategy ESG ETF stock for Q3 2019, up 425% quarter-over-quarter.
- 3 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q3 2019 and 0 closed out, a net change of +3 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $649K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q3 2019 was Advisor Group, an estimated $1.24K sold.
Based on aggregated 13F filings for Q3 2019.