ClearBridge Dividend Strategy ESG ETF
YLDE
12 hedge funds and large institutions have $5.95M invested in ClearBridge Dividend Strategy ESG ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
27% more capital invested
Capital invested by funds: $4.69M → $5.95M (+$1.26M)
20% more funds holding
Funds holding: 10 → 12 (+2)
1.29% less ownership
Funds ownership: 31.19% → 29.9% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$531K |
| 2 |
Jane Street
New York
|
+$444K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$409K |
| 4 |
LPL Financial
San Diego,
California
|
+$252K |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$584K |
| 2 |
QI
QS Investors
New York
|
-$136K |
| 3 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
-$62K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$22.2K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$5.64K |
YLDE Hedge Fund Activity: Q2 2021 in Review
12 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q2 2021, worth a combined $5.95M — up 27% from $4.69M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new YLDE positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $531K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $584K.
- 12 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q2 2021, up from 10 in Q1 2021.
- Funds reported $5.95M of ClearBridge Dividend Strategy ESG ETF stock for Q2 2021, up 27% quarter-over-quarter.
- 5 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q2 2021 and 3 closed out, a net change of +2 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q2 2021 was Flow Traders U.S., an estimated $531K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $584K sold.
Based on aggregated 13F filings for Q2 2021.