YLDE icon

ClearBridge Dividend Strategy ESG ETF
YLDE

Overview Fund Activity

21 hedge funds and large institutions have $30.3M invested in ClearBridge Dividend Strategy ESG ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
11
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$898K
2
AWA
Alta Wealth Advisors
Massachusetts
+$476K
3
SRWM
Shira Ridge Wealth Management
California
+$444K
4
OAM
Oppenheimer Asset Management
New York
+$390K
5
LPL Financial
LPL Financial
California
+$281K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$360K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$340K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$320K
4
Osaic Holdings
Osaic Holdings
Arizona
-$18.3K
5
Wells Fargo
Wells Fargo
California
-$50
Name Holding Trade Value Shares
Change 		Shares
Change %
SRWM
1
Shira Ridge Wealth Management
California
$8.86M +$444K +9,448 +5%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.58M -$320K -6,817 -4%
LPL Financial
3
LPL Financial
California
$5.2M +$281K +5,985 +6%
OAM
4
Oppenheimer Asset Management
New York
$2.2M +$390K +8,311 +22%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.21M +$898K +19,117 +289%
HC
6
Hamilton Capital
Ohio
$902K +$84.5K +1,799 +10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$642K +$77.7K +1,655 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$560K -$340K -7,229 -38%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$511K -$360K -7,661 -41%
AWA
10
Alta Wealth Advisors
Massachusetts
$476K +$476K +10,130 New
BPA
11
Beacon Pointe Advisors
California
$450K +$42.3K +900 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$401K -$18.3K -389 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$336K +$47 +1 +0%
WS
14
Wedbush Securities
California
$216K – – –
SA
15
Sanctuary Advisors
Indiana
$205K +$205K +4,500 New
AWM
16
Ameliora Wealth Management
Switzerland
$190K – – –
UBS Group
17
UBS Group
Switzerland
$132K +$89.9K +1,914 +214%
Morgan Stanley
18
Morgan Stanley
New York
$80.4K -$47 -1 -0.1%
CSC
19
Caldwell Sutter Capital
California
$57.9K +$16.5K +352 +40%
AF
20
Advisornet Financial
Minnesota
$55.2K +$235 +5 +0.4%
Wells Fargo
21
Wells Fargo
California
$50 -$50 -1 -50%