ClearBridge Dividend Strategy ESG ETF
YLDE
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.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
80% more capital invested
Capital invested by funds: $9.9M → $17.8M (+$7.93M)
16% more funds holding
Funds holding: 19 → 22 (+3)
9.24% more ownership
Funds ownership: 52.02% → 61.26% (+9.2%)
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$3.68M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.55M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$818K |
| 4 |
AWM
Ameliora Wealth Management
Zurich,
Switzerland
|
+$107K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$76.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$425K |
| 2 |
OAM
Oppenheimer Asset Management
New York
|
-$95.6K |
| 3 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$27.8K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.1K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.9K |
YLDE Hedge Fund Activity: Q4 2022 in Review
22 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q4 2022, worth a combined $17.8M — up 80% from $9.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new YLDE positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 9 trimmed.
The largest buyer was PFS Investments, opening a new position worth an estimated $3.68M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $425K sold.
- 22 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q4 2022, up from 19 in Q3 2022.
- Funds reported $17.8M of ClearBridge Dividend Strategy ESG ETF stock for Q4 2022, up 80% quarter-over-quarter.
- 5 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q4 2022 was PFS Investments, an estimated $3.68M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q4 2022 was Flow Traders U.S., an estimated $425K sold.
Based on aggregated 13F filings for Q4 2022.