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ClearBridge Dividend Strategy ESG ETF
YLDE
YLDE
41 hedge funds and large institutions have $107M invested in ClearBridge Dividend Strategy ESG ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.37% more ownership
Funds ownership: 71.26% → 74.63% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
41
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$36.6M | |
| 2 | +$4.27M | |
| 3 | +$3.11M | |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.28M |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.28M |
Top Sellers
| 1 | -$22.2M | |
| 2 | -$694K | |
| 3 | -$527K | |
| 4 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$231K |
| 5 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
-$95.5K |
