Clough Hedged Equity ETF
CBLS
5 hedge funds and large institutions have $3.88M invested in Clough Hedged Equity ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
242% more capital invested
Capital invested by funds: $1.13M → $3.88M (+$2.74M)
67% more funds holding
Funds holding: 3 → 5 (+2)
25.65% more ownership
Funds ownership: 22.9% → 48.55% (+26%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$1.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$562K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$86.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.72K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
1
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.99M | +$1.9M | +97,087 | New |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $1.03M | – | – | – |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $585K | +$562K | +28,745 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $277K | +$86.3K | +4,417 | +49% |
|
|
5
UBS Group
Zurich,
Switzerland
| $513 | -$8.72K | -446 | -95% |
|
CBLS Hedge Fund Activity: Q4 2023 in Review
5 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q4 2023, worth a combined $3.88M — up 242% from $1.13M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CBLS positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $1.9M. The largest seller was UBS Group, cutting an estimated $8.72K.
- 5 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $3.88M of Clough Hedged Equity ETF stock for Q4 2023, up 242% quarter-over-quarter.
- 2 funds opened new Clough Hedged Equity ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest Clough Hedged Equity ETF buyer in Q4 2023 was Jaffetilchin Investment Partners, an estimated $1.9M added.
- The largest Clough Hedged Equity ETF seller in Q4 2023 was UBS Group, an estimated $8.72K sold.
Based on aggregated 13F filings for Q4 2023.