ClearBridge Dividend Strategy ESG ETF
YLDE
18 hedge funds and large institutions have $9.32M invested in ClearBridge Dividend Strategy ESG ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
6% more funds holding
Funds holding: 17 → 18 (+1)
4.27% less ownership
Funds ownership: 54.24% → 49.98% (-4.3%)
7% less capital invested
Capital invested by funds: $10.1M → $9.32M (-$746K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.55M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$575K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$472K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$216K |
| 5 |
YWP
YorkBridge Wealth Partners
New York
|
+$44.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$706K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16.5K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$5.61K |
| 5 |
C
Covestor
London,
United Kingdom
|
-$2.54K |
YLDE Hedge Fund Activity: Q2 2022 in Review
18 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q2 2022, worth a combined $9.32M — down 7.4% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new YLDE positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.55M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.11M sold.
- 18 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q2 2022, up from 17 in Q1 2022.
- Funds reported $9.32M of ClearBridge Dividend Strategy ESG ETF stock for Q2 2022, down 7.4% quarter-over-quarter.
- 3 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q2 2022 and 2 closed out, a net change of +1 holder.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q2 2022 was LPL Financial, an estimated $1.55M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q2 2022 was Susquehanna International Group, an estimated $2.11M sold.
Based on aggregated 13F filings for Q2 2022.