ClearBridge Dividend Strategy ESG ETF
YLDE
8 hedge funds and large institutions have $1.28M invested in ClearBridge Dividend Strategy ESG ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
11% less funds holding
Funds holding: 9 → 8 (-1)
15.48% less ownership
Funds ownership: 26.95% → 11.46% (-15%)
48% less capital invested
Capital invested by funds: $2.48M → $1.28M (-$1.19M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$339K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$79.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$285K |
| 3 |
QI
QS Investors
New York
|
-$99K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
1
Wedbush Securities
Los Angeles,
California
| $368K | +$79.8K | +2,475 | +28% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $343K | +$339K | +10,512 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $337K | – | – | – |
|
|
GSWM
4
Golden State Wealth Management
Santa Ana,
California
| $111K | -$285K | -8,850 | -72% |
|
|
AF
5
Advisornet Financial
Minnetonka,
Minnesota
| $64K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $46K | -$2.55K | -79 | -5% |
|
|
WCG
7
Weaver Consulting Group
Huntington Beach,
California
| $10K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.25M | -41,487 | Closed |
|
|
QI
10
QS Investors
New York
| – | -$99K | -3,292 | Closed |
|
YLDE Hedge Fund Activity: Q3 2020 in Review
8 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q3 2020, worth a combined $1.28M — down 48% from $2.48M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of YLDE and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $339K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.25M sold.
- 8 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q3 2020, down from 9 in Q2 2020.
- Funds reported $1.28M of ClearBridge Dividend Strategy ESG ETF stock for Q3 2020, down 48% quarter-over-quarter.
- 1 fund opened new ClearBridge Dividend Strategy ESG ETF positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q3 2020 was Cambridge Investment Research Advisors, an estimated $339K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q3 2020 was Susquehanna International Group, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2020.