ClearBridge Dividend Strategy ESG ETF
YLDE
21 hedge funds and large institutions have $17.4M invested in ClearBridge Dividend Strategy ESG ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3% less capital invested
Capital invested by funds: $17.8M → $17.4M (-$467K)
2.66% less ownership
Funds ownership: 61.26% → 58.59% (-2.7%)
5% less funds holding
Funds holding: 22 → 21 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$370K |
| 2 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$91.4K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$61.7K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$61.3K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$55.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$599K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$199K |
| 3 |
OAM
Oppenheimer Asset Management
New York
|
-$167K |
| 4 |
LPL Financial
San Diego,
California
|
-$160K |
| 5 |
Morgan Stanley
New York
|
-$25.4K |
YLDE Hedge Fund Activity: Q1 2023 in Review
21 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2023, worth a combined $17.4M — down 2.6% from $17.8M a quarter earlier.
Fund positioning in YLDE was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 9 added to existing stakes and 5 trimmed.
The largest buyer was PFS Investments, adding an estimated $370K. The largest seller was Susquehanna International Group, cutting an estimated $599K.
- 21 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2023, down from 22 in Q4 2022.
- Funds reported $17.4M of ClearBridge Dividend Strategy ESG ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
- 1 fund opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2023 was PFS Investments, an estimated $370K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q1 2023 was Susquehanna International Group, an estimated $599K sold.
Based on aggregated 13F filings for Q1 2023.