ClearBridge Dividend Strategy ESG ETF
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.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
23% more capital invested
Capital invested by funds: $23.6M → $29M (+$5.49M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.64% less ownership
Funds ownership: 66.34% → 64.7% (-1.6%)
5% less funds holding
Funds holding: 21 → 20 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$3.06M |
| 2 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
+$2.23M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$545K |
| 4 |
LPL Financial
San Diego,
California
|
+$114K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$31.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$927K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$424K |
| 3 |
OAM
Oppenheimer Asset Management
New York
|
-$414K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$255K |
| 5 |
Morgan Stanley
New York
|
-$77.9K |
YLDE Hedge Fund Activity: Q1 2024 in Review
20 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q1 2024, worth a combined $29M — up 23% from $23.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of YLDE and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.
The largest buyer was Bank of New York Mellon, adding an estimated $3.06M. The largest seller was Susquehanna International Group, cutting an estimated $927K.
- 20 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q1 2024, down from 21 in Q4 2023.
- Funds reported $29M of ClearBridge Dividend Strategy ESG ETF stock for Q1 2024, up 23% quarter-over-quarter.
- 1 fund opened new ClearBridge Dividend Strategy ESG ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q1 2024 was Bank of New York Mellon, an estimated $3.06M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q1 2024 was Susquehanna International Group, an estimated $927K sold.
Based on aggregated 13F filings for Q1 2024.