ClearBridge Dividend Strategy ESG ETF
YLDE
21 hedge funds and large institutions have $23.5M invested in ClearBridge Dividend Strategy ESG ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
41% more capital invested
Capital invested by funds: $16.7M → $23.5M (+$6.77M)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
7.04% more ownership
Funds ownership: 59.09% → 66.13% (+7%)
5% more funds holding
Funds holding: 20 → 21 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
+$5.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$655K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$241K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$112K |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$98.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.1M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$244K |
| 3 |
Bank of New York Mellon
New York
|
-$197K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$56.1K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.83K |
YLDE Hedge Fund Activity: Q4 2023 in Review
21 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q4 2023, worth a combined $23.5M — up 41% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new YLDE positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Shira Ridge Wealth Management, adding an estimated $5.21M. The largest seller was Osaic Holdings, cutting an estimated $1.1M.
- 21 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q4 2023, up from 20 in Q3 2023.
- Funds reported $23.5M of ClearBridge Dividend Strategy ESG ETF stock for Q4 2023, up 41% quarter-over-quarter.
- 3 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q4 2023 was Shira Ridge Wealth Management, an estimated $5.21M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q4 2023 was Osaic Holdings, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2023.