ClearBridge Dividend Strategy ESG ETF
YLDE
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.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
5% more funds holding
Funds holding: 20 → 21 (+1)
4% more capital invested
Capital invested by funds: $29M → $30.3M (+$1.23M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 64.7% → 64.47% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$886K |
| 2 |
AWA
Alta Wealth Advisors
Woburn,
Massachusetts
|
+$470K |
| 3 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
+$438K |
| 4 |
OAM
Oppenheimer Asset Management
New York
|
+$385K |
| 5 |
LPL Financial
San Diego,
California
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$355K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$335K |
| 3 |
Bank of New York Mellon
New York
|
-$316K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18K |
| 5 |
Morgan Stanley
New York
|
-$46 |
YLDE Hedge Fund Activity: Q2 2024 in Review
21 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q2 2024, worth a combined $30.3M — up 4.2% from $29M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new YLDE positions and 0 closed out — a net gain of 2 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $886K. The largest seller was PNC Financial Services Group, cutting an estimated $355K.
- 21 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q2 2024, up from 20 in Q1 2024.
- Funds reported $30.3M of ClearBridge Dividend Strategy ESG ETF stock for Q2 2024, up 4.2% quarter-over-quarter.
- 2 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $886K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q2 2024 was PNC Financial Services Group, an estimated $355K sold.
Based on aggregated 13F filings for Q2 2024.