ClearBridge Dividend Strategy ESG ETF
YLDE
17 hedge funds and large institutions have $16.3M invested in ClearBridge Dividend Strategy ESG ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
3.52% less ownership
Funds ownership: 58.59% → 55.08% (-3.5%)
6% less capital invested
Capital invested by funds: $17.4M → $16.3M (-$1.05M)
19% less funds holding
Funds holding: 21 → 17 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$433K |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$184K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$102K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$88.3K |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$43.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.71M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$466K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$411K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$253K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$129K |
YLDE Hedge Fund Activity: Q2 2023 in Review
17 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q2 2023, worth a combined $16.3M — down 6% from $17.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of YLDE and 0 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 9 added.
The largest buyer was Hamilton Capital, adding an estimated $433K. The largest seller was LPL Financial, cutting an estimated $1.71M.
- 17 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q2 2023, down from 21 in Q1 2023.
- Funds reported $16.3M of ClearBridge Dividend Strategy ESG ETF stock for Q2 2023, down 6% quarter-over-quarter.
- 0 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q2 2023 and 4 closed out, a net change of -4 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q2 2023 was Hamilton Capital, an estimated $433K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q2 2023 was LPL Financial, an estimated $1.71M sold.
Based on aggregated 13F filings for Q2 2023.