Clough Hedged Equity ETF
CBLS
5 hedge funds and large institutions have $23M invested in Clough Hedged Equity ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 5 → 5 (0)
19% less capital invested
Capital invested by funds: $28.3M → $23M (-$5.35M)
26.74% less ownership
Funds ownership: 81.23% → 54.49% (-27%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$8.7M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$82.2K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$59.8K |
| 4 |
PA
PSI Advisors
Tampa,
Florida
|
-$1.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $16M | -$82.2K | -3,150 | -0.5% |
|
|
JIP
2
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.68M | -$59.8K | -2,292 | -2% |
|
3
Raymond James Financial
St Petersburg,
Florida
| $3.14M | +$3.13M | +120,000 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $159K | +$158K | +6,059 | New |
|
|
PA
5
PSI Advisors
Tampa,
Florida
| $5.9K | -$1.83K | -70 | -24% |
|
|
6
HighTower Advisors
Chicago,
Illinois
| – | -$8.7M | -344,249 | Closed |
|
CBLS Hedge Fund Activity: Q4 2024 in Review
5 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q4 2024, worth a combined $23M — down 19% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CBLS positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $158K. The largest seller was HighTower Advisors, exiting entirely with an estimated $8.7M sold.
- 5 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $23M of Clough Hedged Equity ETF stock for Q4 2024, down 19% quarter-over-quarter.
- 2 funds opened new Clough Hedged Equity ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Clough Hedged Equity ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $158K added.
- The largest Clough Hedged Equity ETF seller in Q4 2024 was HighTower Advisors, an estimated $8.7M sold.
Based on aggregated 13F filings for Q4 2024.