ClearBridge Dividend Strategy ESG ETF
YLDE
46 hedge funds and large institutions have $112M invested in ClearBridge Dividend Strategy ESG ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
15% more funds holding
Funds holding: 40 → 46 (+6)
5% more capital invested
Capital invested by funds: $107M → $112M (+$5.63M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.9% less ownership
Funds ownership: 74.62% → 69.72% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.56M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.01M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$792K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$503K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$899K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$886K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$443K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$355K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$265K |
YLDE Hedge Fund Activity: Q2 2026 in Review
46 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Dividend Strategy ESG ETF (YLDE) for Q2 2026, worth a combined $112M — up 5.3% from $107M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new YLDE positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.56M. The largest seller was Osaic Holdings, cutting an estimated $899K.
- 46 institutional investors held ClearBridge Dividend Strategy ESG ETF (YLDE) as of Q2 2026, up from 40 in Q1 2026.
- Funds reported $112M of ClearBridge Dividend Strategy ESG ETF stock for Q2 2026, up 5.3% quarter-over-quarter.
- 12 funds opened new ClearBridge Dividend Strategy ESG ETF positions in Q2 2026 and 4 closed out, a net change of +8 holders.
- The largest ClearBridge Dividend Strategy ESG ETF buyer in Q2 2026 was LPL Financial, an estimated $1.56M added.
- The largest ClearBridge Dividend Strategy ESG ETF seller in Q2 2026 was Osaic Holdings, an estimated $899K sold.
Based on aggregated 13F filings for Q2 2026.