ClearBridge Dividend Strategy ESG ETF
YLDE
17 hedge funds and large institutions have $10.1M invested in ClearBridge Dividend Strategy ESG ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
13% more funds holding
Funds holding: 15 → 17 (+2)
7.74% more ownership
Funds ownership: 46.5% → 54.24% (+7.7%)
0% less capital invested
Capital invested by funds: $10.1M → $10.1M (-$48K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
| 3 |
OAM
Oppenheimer Asset Management
New York
|
+$336K |
| 4 |
YWP
YorkBridge Wealth Partners
New York
|
+$288K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.77M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.05M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$81.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$58.1K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$39.3K |
YLDE Hedge Fund Activity: Q1 2022 in Review
17 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2022, worth a combined $10.1M — down 0.47% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new YLDE positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.48M. The largest seller was LPL Financial, cutting an estimated $1.77M.
- 17 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2022, up from 15 in Q4 2021.
- Funds reported $10.1M of ClearBridge Dividend Strategy ESG ETF stock for Q1 2022, down 0.47% quarter-over-quarter.
- 3 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2022 and 1 closed out, a net change of +2 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $1.48M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q1 2022 was LPL Financial, an estimated $1.77M sold.
Based on aggregated 13F filings for Q1 2022.