ClearBridge Dividend Strategy ESG ETF
YLDE
20 hedge funds and large institutions have $16.7M invested in ClearBridge Dividend Strategy ESG ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
18% more funds holding
Funds holding: 17 → 20 (+3)
4.01% more ownership
Funds ownership: 55.08% → 59.09% (+4%)
2% more capital invested
Capital invested by funds: $16.3M → $16.7M (+$391K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$4.45M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$815K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$367K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$366K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$302K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$262K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$241K |
| 4 |
LPL Financial
San Diego,
California
|
-$181K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$84.6K |
YLDE Hedge Fund Activity: Q3 2023 in Review
20 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q3 2023, worth a combined $16.7M — up 2.4% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new YLDE positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $4.45M. The largest seller was Vestmark Advisory Solutions, exiting entirely with an estimated $302K sold.
- 20 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q3 2023, up from 17 in Q2 2023.
- Funds reported $16.7M of ClearBridge Dividend Strategy ESG ETF stock for Q3 2023, up 2.4% quarter-over-quarter.
- 6 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q3 2023 and 2 closed out, a net change of +4 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $4.45M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q3 2023 was Vestmark Advisory Solutions, an estimated $302K sold.
Based on aggregated 13F filings for Q3 2023.