Clough Hedged Equity ETF
CBLS
7 hedge funds and large institutions have $31.3M invested in Clough Hedged Equity ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
36% more capital invested
Capital invested by funds: $23M → $31.3M (+$8.33M)
23.31% more ownership
Funds ownership: 54.49% → 77.79% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$10.7M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$434K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$256K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$121K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$2.93M |
| 2 |
PA
PSI Advisors
Tampa,
Florida
|
-$5.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $13.1M | -$2.93M | -108,445 | -18% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $10.3M | +$10.7M | +394,466 | New |
|
|
JIP
3
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.79M | +$120K | +4,434 | +3% |
|
4
Raymond James Financial
St Petersburg,
Florida
| $3.15M | +$14.1K | +523 | +0.4% |
|
|
EFG
5
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $420K | +$434K | +16,068 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $276K | +$121K | +4,488 | +74% |
|
|
7
UBS Group
Zurich,
Switzerland
| $247K | +$256K | +9,464 | New |
|
|
PA
8
PSI Advisors
Tampa,
Florida
| – | -$5.9K | -225 | Closed |
|
CBLS Hedge Fund Activity: Q1 2025 in Review
7 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q1 2025, worth a combined $31.3M — up 36% from $23M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CBLS positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.7M. The largest seller was Waverly Advisors, cutting an estimated $2.93M.
- 7 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $31.3M of Clough Hedged Equity ETF stock for Q1 2025, up 36% quarter-over-quarter.
- 3 funds opened new Clough Hedged Equity ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest Clough Hedged Equity ETF buyer in Q1 2025 was HighTower Advisors, an estimated $10.7M added.
- The largest Clough Hedged Equity ETF seller in Q1 2025 was Waverly Advisors, an estimated $2.93M sold.
Based on aggregated 13F filings for Q1 2025.