ClearBridge Dividend Strategy ESG ETF
YLDE
9 hedge funds and large institutions have $2.48M invested in ClearBridge Dividend Strategy ESG ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, reducing their positions, and 1 closing their positions.
141% more capital invested
Capital invested by funds: $1.03M → $2.48M (+$1.45M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
11.28% more ownership
Funds ownership: 15.67% → 26.95% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$631K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$242K |
| 3 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$234K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$56.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$43.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.25M | +$631K | +21,746 | +110% |
|
|
GSWM
2
Golden State Wealth Management
Santa Ana,
California
| $414K | +$234K | +8,050 | +192% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $335K | +$242K | +8,338 | +295% |
|
|
WS
4
Wedbush Securities
Los Angeles,
California
| $264K | +$8.71K | +300 | +4% |
|
|
QI
5
QS Investors
New York
| $99K | +$1.6K | +55 | +2% |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $59K | +$56.6K | +1,950 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $45K | +$43.2K | +1,488 | New |
|
|
WCG
8
Weaver Consulting Group
Huntington Beach,
California
| $9K | – | – | – |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
AIC
10
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$6K | -250 | Closed |
|
YLDE Hedge Fund Activity: Q2 2020 in Review
9 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q2 2020, worth a combined $2.48M — up 141% from $1.03M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new YLDE positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $631K. The largest seller was Ameritas Investment Company, exiting entirely with an estimated $6K sold.
- 9 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q2 2020, up from 8 in Q1 2020.
- Funds reported $2.48M of ClearBridge Dividend Strategy ESG ETF stock for Q2 2020, up 141% quarter-over-quarter.
- 2 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q2 2020 and 1 closed out, a net change of +1 holder.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $631K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q2 2020 was Ameritas Investment Company, an estimated $6K sold.
Based on aggregated 13F filings for Q2 2020.