YLDE icon

ClearBridge Dividend Strategy ESG ETF
YLDE

Overview Fund Activity

22 hedge funds and large institutions have $17.8M invested in ClearBridge Dividend Strategy ESG ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
+$3.75M
2
LPL Financial
LPL Financial
California
+$2.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$834K
4
PTC
Private Trust Company
Ohio
+$78K
5
BAM
Belpointe Asset Management
Nevada
+$57K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$425K
2
OAM
Oppenheimer Asset Management
New York
-$97.4K
3
HC
Hamilton Capital
Ohio
-$28.4K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.5K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$16.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.91M +$2.6M +66,480 +78%
PI
2
PFS Investments
Georgia
$3.75M +$3.75M +96,057 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.73M +$834K +21,356 +93%
OAM
4
Oppenheimer Asset Management
New York
$1.7M -$97.4K -2,496 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.23M -$5.31K -136 -0.4%
WS
6
Wedbush Securities
California
$805K – – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$588K -$17.5K -447 -3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$532K -$16.2K -416 -3%
YWP
9
YorkBridge Wealth Partners
New York
$313K – – –
OC
10
Oppenheimer & Co
New York
$248K -$1.17K -30 -0.5%
HC
11
Hamilton Capital
Ohio
$242K -$28.4K -727 -10%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$238K -$3.01K -77 -1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$231K – – –
Franklin Resources
14
Franklin Resources
California
$125K – – –
PTC
15
Private Trust Company
Ohio
$78K +$78K +2,000 New
BAM
16
Belpointe Asset Management
Nevada
$57K +$57K +1,459 New
Morgan Stanley
17
Morgan Stanley
New York
$25.4K +$25.4K +650 New
AF
18
Advisornet Financial
Minnesota
$13.5K – – –
C
19
Covestor
United Kingdom
$6K -$1.22K -33 -17%
UBS Group
20
UBS Group
Switzerland
$3.9K -$4.69K -120 -55%
AWM
21
Ameliora Wealth Management
Switzerland
$1.09K +$1.09K +2,796 New
Wells Fargo
22
Wells Fargo
California
$39 – – –
FTUS
23
Flow Traders U.S.
New York
– -$425K -12,277 Closed