ClearBridge Dividend Strategy ESG ETF
YLDE
25 hedge funds and large institutions have $32.7M invested in ClearBridge Dividend Strategy ESG ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
0% more capital invested
Capital invested by funds: $32.6M → $32.7M (+$75.1K)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.33% less ownership
Funds ownership: 64.75% → 64.42% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$352K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$94.9K |
| 3 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$87.4K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$52.6K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$46.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$923K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$602K |
| 3 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$201K |
| 4 |
Bank of New York Mellon
New York
|
-$76.5K |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
-$39.9K |
YLDE Hedge Fund Activity: Q4 2024 in Review
25 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q4 2024, worth a combined $32.7M — up 0.23% from $32.6M a quarter earlier.
Fund positioning in YLDE was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $352K. The largest seller was LPL Financial, cutting an estimated $923K.
- 25 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $32.7M of ClearBridge Dividend Strategy ESG ETF stock for Q4 2024, up 0.23% quarter-over-quarter.
- 2 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q4 2024 was Citadel Advisors, an estimated $352K added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q4 2024 was LPL Financial, an estimated $923K sold.
Based on aggregated 13F filings for Q4 2024.