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Clough Hedged Equity ETF

2 hedge funds and large institutions have $1.23M invested in Clough Hedged Equity ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $568K → $1.23M (+$662K)

10.54% more ownership

Funds ownership: 11.19%21.73% (+11%)

33% less funds holding

Funds holding: 32 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$1.05M +$1.07M +50,000 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$182K +$149K +6,950 +405%
UBS Group
3
UBS Group
Switzerland
-$290K -13,708 Closed
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
-$242K -11,425 Closed

CBLS Hedge Fund Activity: Q1 2023 in Review

2 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q1 2023, worth a combined $1.23M — up 117% from $568K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CBLS and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.07M. The largest seller was UBS Group, exiting entirely with an estimated $290K sold.

  • 2 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q1 2023, down from 3 in Q4 2022.
  • Funds reported $1.23M of Clough Hedged Equity ETF stock for Q1 2023, up 117% quarter-over-quarter.
  • 1 fund opened new Clough Hedged Equity ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
  • The largest Clough Hedged Equity ETF buyer in Q1 2023 was Raymond James & Associates, an estimated $1.07M added.
  • The largest Clough Hedged Equity ETF seller in Q1 2023 was UBS Group, an estimated $290K sold.

Based on aggregated 13F filings for Q1 2023.