Clough Hedged Equity ETF
CBLS
5 hedge funds and large institutions have $28.3M invested in Clough Hedged Equity ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1% less capital invested
Capital invested by funds: $28.7M → $28.3M (-$330K)
17% less funds holding
Funds holding: 6 → 5 (-1)
17.95% less ownership
Funds ownership: 99.17% → 81.23% (-18%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$794K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$889K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$233K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$175K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $15.5M | -$175K | -6,894 | -1% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $8.7M | +$794K | +31,244 | +10% |
|
|
JIP
3
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.61M | +$509K | +20,027 | +16% |
|
|
RJA
4
Raymond James & Associates
St Petersburg,
Florida
| $506K | -$889K | -35,000 | -64% |
|
|
PA
5
PSI Advisors
Tampa,
Florida
| $7.46K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$233K | -9,122 | Closed |
|
CBLS Hedge Fund Activity: Q3 2024 in Review
5 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q3 2024, worth a combined $28.3M — down 1.2% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of CBLS and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was HighTower Advisors, adding an estimated $794K. The largest seller was Raymond James & Associates, cutting an estimated $889K.
- 5 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q3 2024, down from 6 in Q2 2024.
- Funds reported $28.3M of Clough Hedged Equity ETF stock for Q3 2024, down 1.2% quarter-over-quarter.
- 0 funds opened new Clough Hedged Equity ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
- The largest Clough Hedged Equity ETF buyer in Q3 2024 was HighTower Advisors, an estimated $794K added.
- The largest Clough Hedged Equity ETF seller in Q3 2024 was Raymond James & Associates, an estimated $889K sold.
Based on aggregated 13F filings for Q3 2024.