Clough Hedged Equity ETF
CBLS
9 hedge funds and large institutions have $35.2M invested in Clough Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
12% more capital invested
Capital invested by funds: $31.3M → $35.2M (+$3.88M)
2.31% more ownership
Funds ownership: 77.79% → 80.1% (+2.3%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$3.34M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1.09M |
| 3 |
AWM
Able Wealth Management
Toms River,
New Jersey
|
+$194K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$83.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.28M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$281K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$203K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$188K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $14.8M | +$3.34M | +121,996 | +31% |
|
|
WA
2
Waverly Advisors
Birmingham,
Alabama
| $14.2M | -$188K | -6,859 | -1% |
|
|
JIP
3
Jaffetilchin Investment Partners
Tampa,
Florida
| $4.25M | +$83.4K | +3,049 | +2% |
|
|
4
CIBC World Market
Toronto,
Ontario, Canada
| $1.15M | +$1.09M | +40,000 | New |
|
|
EFG
5
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $461K | – | – | – |
|
|
AWM
6
Able Wealth Management
Toms River,
New Jersey
| $204K | +$194K | +7,087 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $58.8K | -$203K | -7,416 | -78% |
|
|
8
Raymond James Financial
St Petersburg,
Florida
| $15K | -$3.28M | -120,000 | -100% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | -$281K | -10,278 | -97% |
|
CBLS Hedge Fund Activity: Q2 2025 in Review
9 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q2 2025, worth a combined $35.2M — up 12% from $31.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CBLS positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $3.34M. The largest seller was Raymond James Financial, cutting an estimated $3.28M.
- 9 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $35.2M of Clough Hedged Equity ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 2 funds opened new Clough Hedged Equity ETF positions in Q2 2025 and 0 closed out, a net change of +2 holders.
- The largest Clough Hedged Equity ETF buyer in Q2 2025 was HighTower Advisors, an estimated $3.34M added.
- The largest Clough Hedged Equity ETF seller in Q2 2025 was Raymond James Financial, an estimated $3.28M sold.
Based on aggregated 13F filings for Q2 2025.