ClearBridge Dividend Strategy ESG ETF
YLDE
YLDE
20 hedge funds and large institutions have $29M invested in ClearBridge Dividend Strategy ESG ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
5% less funds holding
Funds holding: 21 → 20 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Holders
20
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.19M | |
| 2 | +$2.32M | |
| 3 | +$567K | |
| 4 |
LPL Financial
San Diego,
California
|
+$118K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$32.7K |
Top Sellers
| 1 | -$964K | |
| 2 | -$441K | |
| 3 | -$430K | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$255K |
| 5 |
Morgan Stanley
New York
|
-$81.1K |