ClearBridge Dividend Strategy ESG ETF
YLDE
6 hedge funds and large institutions have $574K invested in ClearBridge Dividend Strategy ESG ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
8.65% less ownership
Funds ownership: 17.34% → 8.69% (-8.7%)
25% less funds holding
Funds holding: 8 → 6 (-2)
47% less capital invested
Capital invested by funds: $1.09M → $574K (-$513K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.05K |
| 2 |
QI
QS Investors
New York
|
+$1.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$335K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$209K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$6K |
| 4 |
Morgan Stanley
New York
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $345K | -$335K | -10,508 | -50% |
|
|
QI
2
QS Investors
New York
| $105K | +$1.69K | +53 | +2% |
|
|
AF
3
Advisornet Financial
Minnetonka,
Minnesota
| $68K | – | – | – |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $40K | – | – | – |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $12K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$4.05K | +127 | New |
|
|
WS
7
Wedbush Securities
Los Angeles,
California
| – | -$209K | -6,675 | Closed |
|
|
AIC
8
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$6K | -200 | Closed |
|
|
9
Morgan Stanley
New York
| – | -$3K | -100 | Closed |
|
YLDE Hedge Fund Activity: Q4 2019 in Review
6 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q4 2019, worth a combined $574K — down 47% from $1.09M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of YLDE and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $4.05K. The largest seller was Susquehanna International Group, cutting an estimated $335K.
- 6 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q4 2019, down from 8 in Q3 2019.
- Funds reported $574K of ClearBridge Dividend Strategy ESG ETF stock for Q4 2019, down 47% quarter-over-quarter.
- 1 fund opened new ClearBridge Dividend Strategy ESG ETF positions in Q4 2019 and 3 closed out, a net change of -2 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $4.05K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q4 2019 was Susquehanna International Group, an estimated $335K sold.
Based on aggregated 13F filings for Q4 2019.