Clough Hedged Equity ETF
CBLS
5 hedge funds and large institutions have $6.31M invested in Clough Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
63% more capital invested
Capital invested by funds: $3.88M → $6.31M (+$2.43M)
15.39% more ownership
Funds ownership: 48.55% → 63.94% (+15%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$728K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$698K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$432K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$281K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$324 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$277K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
1
Jaffetilchin Investment Partners
Tampa,
Florida
| $2.97M | +$698K | +32,326 | +33% |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $1.61M | +$432K | +20,000 | +40% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $1.44M | +$728K | +33,750 | +117% |
|
|
WA
4
Waverly Advisors
Birmingham,
Alabama
| $298K | +$281K | +13,000 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $917 | +$324 | +15 | +60% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$277K | -13,494 | Closed |
|
CBLS Hedge Fund Activity: Q1 2024 in Review
5 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q1 2024, worth a combined $6.31M — up 63% from $3.88M a quarter earlier.
Fund positioning in CBLS was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $728K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $277K sold.
- 5 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $6.31M of Clough Hedged Equity ETF stock for Q1 2024, up 63% quarter-over-quarter.
- 1 fund opened new Clough Hedged Equity ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Clough Hedged Equity ETF buyer in Q1 2024 was HighTower Advisors, an estimated $728K added.
- The largest Clough Hedged Equity ETF seller in Q1 2024 was Royal Bank of Canada, an estimated $277K sold.
Based on aggregated 13F filings for Q1 2024.