ClearBridge Dividend Strategy ESG ETF
YLDE
25 hedge funds and large institutions have $32.6M invested in ClearBridge Dividend Strategy ESG ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and closing their positions.
19% more funds holding
Funds holding: 21 → 25 (+4)
8% more capital invested
Capital invested by funds: $30.3M → $32.6M (+$2.37M)
0.28% more ownership
Funds ownership: 64.47% → 64.75% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$303K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$283K |
| 3 |
LPL Financial
San Diego,
California
|
+$243K |
| 4 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$193K |
| 5 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$81.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$347K |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$198K |
| 3 |
OAM
Oppenheimer Asset Management
New York
|
-$143K |
| 4 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
-$85.2K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$76.5K |
YLDE Hedge Fund Activity: Q3 2024 in Review
25 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q3 2024, worth a combined $32.6M — up 7.8% from $30.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new YLDE positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $303K. The largest seller was Susquehanna International Group, cutting an estimated $347K.
- 25 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q3 2024, up from 21 in Q2 2024.
- Funds reported $32.6M of ClearBridge Dividend Strategy ESG ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
- 4 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q3 2024 and 0 closed out, a net change of +4 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q3 2024 was Janney Montgomery Scott, an estimated $303K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q3 2024 was Susquehanna International Group, an estimated $347K sold.
Based on aggregated 13F filings for Q3 2024.