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ClearBridge Dividend Strategy ESG ETF
YLDE
YLDE
36 hedge funds and large institutions have $79.2M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
11.2% less ownership
Funds ownership: 82.46% → 71.26% (-11%)
18% less capital invested
Capital invested by funds: $96.8M → $79.2M (-$17.6M)
Holders
36
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.41M | |
| 2 | +$1.56M | |
| 3 | +$1.15M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$767K |
| 5 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
+$573K |
Top Sellers
| 1 | -$12.7M | |
| 2 | -$9.28M | |
| 3 | -$3.35M | |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.93M |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
-$207K |
