Clough Hedged Equity ETF
CBLS
9 hedge funds and large institutions have $36.6M invested in Clough Hedged Equity ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
4.11% more ownership
Funds ownership: 81.22% → 85.33% (+4.1%)
4% more capital invested
Capital invested by funds: $35.3M → $36.6M (+$1.34M)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAS
Insigneo Advisory Services
Miami,
Florida
|
+$5.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$211K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$74.1K |
| 4 |
AWM
Able Wealth Management
Toms River,
New Jersey
|
+$30.3K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$8.75K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$2.27M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$398K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$301K |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$26.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
1
Waverly Advisors
Birmingham,
Alabama
| $13.9M | +$8.75K | +311 | +0.1% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $12.5M | -$2.27M | -80,546 | -15% |
|
|
IAS
3
Insigneo Advisory Services
Miami,
Florida
| $5.1M | +$5.22M | +185,371 | New |
|
|
JIP
4
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.38M | -$301K | -10,696 | -8% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $435K | +$74.1K | +2,633 | +20% |
|
|
EFG
6
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $416K | -$26.2K | -932 | -6% |
|
|
AW
7
Alchemi Wealth
Essex,
Connecticut
| $387K | +$396K | +14,079 | New |
|
|
AWM
8
Able Wealth Management
Toms River,
New Jersey
| $284K | +$30.3K | +1,078 | +12% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $206K | +$211K | +7,505 | New |
|
|
10
Mercer Global Advisors
Denver,
Colorado
| – | -$398K | -13,844 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$5.69K | -198 | Closed |
|
CBLS Hedge Fund Activity: Q4 2025 in Review
9 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Clough Hedged Equity ETF (CBLS) for Q4 2025, worth a combined $36.6M — up 3.8% from $35.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CBLS positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Insigneo Advisory Services, opening a new position worth an estimated $5.22M. The largest seller was HighTower Advisors, cutting an estimated $2.27M.
- 9 institutional investors held Clough Hedged Equity ETF (CBLS) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $36.6M of Clough Hedged Equity ETF stock for Q4 2025, up 3.8% quarter-over-quarter.
- 3 funds opened new Clough Hedged Equity ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
- The largest Clough Hedged Equity ETF buyer in Q4 2025 was Insigneo Advisory Services, an estimated $5.22M added.
- The largest Clough Hedged Equity ETF seller in Q4 2025 was HighTower Advisors, an estimated $2.27M sold.
Based on aggregated 13F filings for Q4 2025.