ClearBridge Dividend Strategy ESG ETF
YLDE
10 hedge funds and large institutions have $4.69M invested in ClearBridge Dividend Strategy ESG ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
15% more capital invested
Capital invested by funds: $4.09M → $4.69M (+$599K)
2.76% more ownership
Funds ownership: 28.43% → 31.19% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oppenheimer Asset Management
New York
|
+$336K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$178K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$57K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$5.44K |
| 5 |
QI
QS Investors
New York
|
+$3.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$213K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.4M | +$178K | +4,901 | +15% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.37M | -$24.2K | -667 | -2% |
|
|
WS
3
Wedbush Securities
Los Angeles,
California
| $643K | +$57K | +1,570 | +10% |
|
|
OAM
4
Oppenheimer Asset Management
New York
| $575K | +$336K | +9,246 | +153% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $428K | – | – | – |
|
|
QI
6
QS Investors
New York
| $136K | +$3.27K | +90 | +3% |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $73K | – | – | – |
|
|
HWMA
8
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $62K | +$59.5K | +1,639 | New |
|
|
AIC
9
Ameritas Investment Company
Lincoln,
Nebraska
| $5.64K | +$5.44K | +150 | New |
|
10
UBS Group
Zurich,
Switzerland
| $1K | +$1.34K | +37 | New |
|
|
11
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$213K | -5,928 | Closed |
|
YLDE Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2021, worth a combined $4.69M — up 15% from $4.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new YLDE positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Oppenheimer Asset Management, adding an estimated $336K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $213K sold.
- 10 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2021, up from 8 in Q4 2020.
- Funds reported $4.69M of ClearBridge Dividend Strategy ESG ETF stock for Q1 2021, up 15% quarter-over-quarter.
- 3 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2021 and 1 closed out, a net change of +2 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2021 was Oppenheimer Asset Management, an estimated $336K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q1 2021 was Janney Montgomery Scott, an estimated $213K sold.
Based on aggregated 13F filings for Q1 2021.