ClearBridge Dividend Strategy ESG ETF
YLDE
15 hedge funds and large institutions have $10.1M invested in ClearBridge Dividend Strategy ESG ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.
123% more capital invested
Capital invested by funds: $4.53M → $10.1M (+$5.58M)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
36% more funds holding
Funds holding: 11 → 15 (+4)
21.04% more ownership
Funds ownership: 25.46% → 46.5% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$607K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$569K |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$223K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.33K |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.34K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$42 |
YLDE Hedge Fund Activity: Q4 2021 in Review
15 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q4 2021, worth a combined $10.1M — up 123% from $4.53M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new YLDE positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $9.33K.
- 15 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q4 2021, up from 11 in Q3 2021.
- Funds reported $10.1M of ClearBridge Dividend Strategy ESG ETF stock for Q4 2021, up 123% quarter-over-quarter.
- 4 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q4 2021 and 0 closed out, a net change of +4 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q4 2021 was LPL Financial, an estimated $3.14M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $9.33K sold.
Based on aggregated 13F filings for Q4 2021.