ClearBridge Dividend Strategy ESG ETF
YLDE
YLDE
35 hedge funds and large institutions have $78.1M invested in ClearBridge Dividend Strategy ESG ETF in 2025 Q4 according to their latest regulatory filings, with 4 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 funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
12.16% less ownership
Funds ownership: 82.46% → 70.3% (-12%)
19% less capital invested
Capital invested by funds: $96.8M → $78.1M (-$18.7M)
Holders
35
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 |
