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Clough Hedged Equity ETF
CBLS

3 hedge funds and large institutions have $1.13M invested in Clough Hedged Equity ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

1.08% less ownership

Funds ownership: 23.98% → 22.9% (-1.1%)

11% less capital invested

Capital invested by funds: $1.28M → $1.13M (-$145K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.16K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$110K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$951K – – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$173K -$110K -5,676 -38%
UBS Group
3
UBS Group
Switzerland
$8.96K +$9.16K +471 New

CBLS Hedge Fund Activity: Q3 2023 in Review

3 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q3 2023, worth a combined $1.13M — down 11% from $1.28M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new CBLS positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $9.16K. The largest seller was Royal Bank of Canada, cutting an estimated $110K.

  • 3 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $1.13M of Clough Hedged Equity ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 1 fund opened new Clough Hedged Equity ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Clough Hedged Equity ETF buyer in Q3 2023 was UBS Group, an estimated $9.16K added.
  • The largest Clough Hedged Equity ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $110K sold.

Based on aggregated 13F filings for Q3 2023.