Clough Hedged Equity ETF
CBLS
8 hedge funds and large institutions have $35.3M invested in Clough Hedged Equity ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
1.11% more ownership
Funds ownership: 80.1% → 81.22% (+1.1%)
0% more capital invested
Capital invested by funds: $35.2M → $35.3M (+$60.8K)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$575K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$394K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$367K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$241K |
| 5 |
AWM
Able Wealth Management
Toms River,
New Jersey
|
+$61.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.15M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$410K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$52.7K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $15.4M | +$575K | +20,192 | +4% |
|
|
WA
2
Waverly Advisors
Birmingham,
Alabama
| $14.5M | +$241K | +8,472 | +2% |
|
|
JIP
3
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.84M | -$410K | -14,408 | -10% |
|
|
EFG
4
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $462K | – | – | – |
|
|
5
Mercer Global Advisors
Denver,
Colorado
| $398K | +$394K | +13,844 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $379K | +$367K | +12,906 | +4,798% |
|
|
AWM
7
Able Wealth Management
Toms River,
New Jersey
| $266K | +$61.4K | +2,158 | +30% |
|
|
8
UBS Group
Zurich,
Switzerland
| $5.69K | -$52.7K | -1,850 | -90% |
|
|
9
CIBC World Market
Toronto,
Ontario, Canada
| – | -$1.15M | -40,000 | Closed |
|
|
10
Raymond James Financial
St Petersburg,
Florida
| – | -$15K | -523 | Closed |
|
CBLS Hedge Fund Activity: Q3 2025 in Review
8 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q3 2025, worth a combined $35.3M — up 0.17% from $35.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CBLS and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was HighTower Advisors, adding an estimated $575K. The largest seller was CIBC World Market, exiting entirely with an estimated $1.15M sold.
- 8 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q3 2025, down from 9 in Q2 2025.
- Funds reported $35.3M of Clough Hedged Equity ETF stock for Q3 2025, up 0.17% quarter-over-quarter.
- 1 fund opened new Clough Hedged Equity ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
- The largest Clough Hedged Equity ETF buyer in Q3 2025 was HighTower Advisors, an estimated $575K added.
- The largest Clough Hedged Equity ETF seller in Q3 2025 was CIBC World Market, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2025.