ClearBridge Dividend Strategy ESG ETF
YLDE
8 hedge funds and large institutions have $4.09M invested in ClearBridge Dividend Strategy ESG ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 4 closing their positions.
219% more capital invested
Capital invested by funds: $1.28M → $4.09M (+$2.81M)
16.97% more ownership
Funds ownership: 11.46% → 28.43% (+17%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$751K |
| 3 |
OAM
Oppenheimer Asset Management
New York
|
+$208K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$204K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$111K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$46K |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$10K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.33M | +$1.27M | +37,041 | New |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.17M | +$751K | +21,844 | +208% |
|
|
WS
3
Wedbush Securities
Los Angeles,
California
| $559K | +$147K | +4,280 | +38% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $409K | +$6.46K | +188 | +2% |
|
|
OAM
5
Oppenheimer Asset Management
New York
| $218K | +$208K | +6,051 | New |
|
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $213K | +$204K | +5,928 | New |
|
|
QI
7
QS Investors
New York
| $127K | +$121K | +3,515 | New |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $70K | – | – | – |
|
|
GSWM
9
Golden State Wealth Management
Santa Ana,
California
| – | -$111K | -3,400 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$46K | -1,409 | Closed |
|
|
WCG
11
Weaver Consulting Group
Huntington Beach,
California
| – | -$10K | -305 | Closed |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$4K | -127 | Closed |
|
YLDE Hedge Fund Activity: Q4 2020 in Review
8 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q4 2020, worth a combined $4.09M — up 219% from $1.28M a quarter earlier.
Fund positioning in YLDE was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.27M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $111K sold.
- 8 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $4.09M of ClearBridge Dividend Strategy ESG ETF stock for Q4 2020, up 219% quarter-over-quarter.
- 4 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q4 2020 and 4 closed out, a net change of 0 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $1.27M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q4 2020 was Golden State Wealth Management, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2020.