ClearBridge Dividend Strategy ESG ETF
YLDE
8 hedge funds and large institutions have $1.03M invested in ClearBridge Dividend Strategy ESG ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
79% more capital invested
Capital invested by funds: $574K → $1.03M (+$453K)
33% more funds holding
Funds holding: 6 → 8 (+2)
6.98% more ownership
Funds ownership: 8.69% → 15.67% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$284K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$260K |
| 3 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$129K |
| 4 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$9.35K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$7.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $518K | +$284K | +9,283 | +89% |
|
|
WS
2
Wedbush Securities
Los Angeles,
California
| $222K | +$260K | +8,475 | New |
|
|
GSWM
3
Golden State Wealth Management
Santa Ana,
California
| $110K | +$129K | +4,200 | New |
|
|
QI
4
QS Investors
New York
| $85K | +$2.39K | +78 | +2% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $75K | +$86.7K | +2,829 | New |
|
|
WCG
6
Weaver Consulting Group
Huntington Beach,
California
| $8K | +$9.35K | +305 | New |
|
|
AIC
7
Ameritas Investment Company
Lincoln,
Nebraska
| $6K | +$7.66K | +250 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| – | -$68K | -2,050 | Closed |
|
YLDE Hedge Fund Activity: Q1 2020 in Review
8 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2020, worth a combined $1.03M — up 79% from $574K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new YLDE positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $284K. The largest seller was Advisornet Financial, exiting entirely with an estimated $68K sold.
- 8 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2020, up from 6 in Q4 2019.
- Funds reported $1.03M of ClearBridge Dividend Strategy ESG ETF stock for Q1 2020, up 79% quarter-over-quarter.
- 5 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2020 and 1 closed out, a net change of +4 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $284K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q1 2020 was Advisornet Financial, an estimated $68K sold.
Based on aggregated 13F filings for Q1 2020.