Clough Hedged Equity ETF
CBLS
6 hedge funds and large institutions have $28.7M invested in Clough Hedged Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
354% more capital invested
Capital invested by funds: $6.31M → $28.7M (+$22.4M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
35.23% more ownership
Funds ownership: 63.94% → 99.17% (+35%)
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$14.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$6.12M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$223K |
| 4 |
PA
PSI Advisors
Tampa,
Florida
|
+$7.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$367K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$164K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$917 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $15.9M | +$14.8M | +607,547 | +4,673% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $8M | +$6.12M | +250,510 | +401% |
|
|
JIP
3
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.14M | -$164K | -6,715 | -5% |
|
|
RJA
4
Raymond James & Associates
St Petersburg,
Florida
| $1.41M | -$367K | -15,000 | -21% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $233K | +$223K | +9,122 | New |
|
|
PA
6
PSI Advisors
Tampa,
Florida
| $7.55K | +$7.21K | +295 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$917 | -40 | Closed |
|
CBLS Hedge Fund Activity: Q2 2024 in Review
6 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q2 2024, worth a combined $28.7M — up 354% from $6.31M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CBLS positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Waverly Advisors, adding an estimated $14.8M. The largest seller was Raymond James & Associates, cutting an estimated $367K.
- 6 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q2 2024, up from 5 in Q1 2024.
- Funds reported $28.7M of Clough Hedged Equity ETF stock for Q2 2024, up 354% quarter-over-quarter.
- 2 funds opened new Clough Hedged Equity ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest Clough Hedged Equity ETF buyer in Q2 2024 was Waverly Advisors, an estimated $14.8M added.
- The largest Clough Hedged Equity ETF seller in Q2 2024 was Raymond James & Associates, an estimated $367K sold.
Based on aggregated 13F filings for Q2 2024.