ClearBridge Dividend Strategy ESG ETF
YLDE
19 hedge funds and large institutions have $9.9M invested in ClearBridge Dividend Strategy ESG ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more capital invested
Capital invested by funds: $9.32M → $9.9M (+$578K)
6% more funds holding
Funds holding: 18 → 19 (+1)
2.04% more ownership
Funds ownership: 49.98% → 52.02% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$882K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$749K |
| 3 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$268K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$247K |
| 5 |
LPL Financial
San Diego,
California
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$775K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$203K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.4K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$17.4K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$7.37K |
YLDE Hedge Fund Activity: Q3 2022 in Review
19 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q3 2022, worth a combined $9.9M — up 6.2% from $9.32M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new YLDE positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $882K. The largest seller was Citadel Advisors, exiting entirely with an estimated $775K sold.
- 19 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q3 2022, up from 18 in Q2 2022.
- Funds reported $9.9M of ClearBridge Dividend Strategy ESG ETF stock for Q3 2022, up 6.2% quarter-over-quarter.
- 3 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q3 2022 and 2 closed out, a net change of +1 holder.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $882K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q3 2022 was Citadel Advisors, an estimated $775K sold.
Based on aggregated 13F filings for Q3 2022.