Clough Select Equity ETF
CBSE
6 hedge funds and large institutions have $5.23M invested in Clough Select Equity ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
571% more capital invested
Capital invested by funds: $779K → $5.23M (+$4.45M)
50% more funds holding
Funds holding: 4 → 6 (+2)
29.08% more ownership
Funds ownership: 11.93% → 41% (+29%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$3.99M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$186K |
| 3 |
JP Morgan Chase
New York
|
+$60.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWG
Beta Wealth Group
San Diego,
California
|
-$156K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.89K |
CBSE Hedge Fund Activity: Q1 2024 in Review
6 of the 6,957 institutional investors tracked by Wall St. Rank reported a position in Clough Select Equity ETF (CBSE) for Q1 2024, worth a combined $5.23M — up 571% from $779K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CBSE positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Waverly Advisors, opening a new position worth an estimated $3.99M. The largest seller was Beta Wealth Group, cutting an estimated $156K.
- 6 institutional investors held Clough Select Equity ETF (CBSE) as of Q1 2024, up from 4 in Q4 2023.
- Funds reported $5.23M of Clough Select Equity ETF stock for Q1 2024, up 571% quarter-over-quarter.
- 2 funds opened new Clough Select Equity ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
- The largest Clough Select Equity ETF buyer in Q1 2024 was Waverly Advisors, an estimated $3.99M added.
- The largest Clough Select Equity ETF seller in Q1 2024 was Beta Wealth Group, an estimated $156K sold.
Based on aggregated 13F filings for Q1 2024.