Clough Select Equity ETF
CBSE
9 hedge funds and large institutions have $11.8M invested in Clough Select Equity ETF in 2024 Q3 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.
49% more capital invested
Capital invested by funds: $7.89M → $11.8M (+$3.89M)
29% more funds holding
Funds holding: 7 → 9 (+2)
6.21% more ownership
Funds ownership: 55.6% → 61.81% (+6.2%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.95M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$273K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$135K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$694K |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$146K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$125K |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$30 |
CBSE Hedge Fund Activity: Q3 2024 in Review
9 of the 6,977 institutional investors tracked by Wall St. Rank reported a position in Clough Select Equity ETF (CBSE) for Q3 2024, worth a combined $11.8M — up 49% from $7.89M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CBSE positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $3.95M. The largest seller was Waverly Advisors, cutting an estimated $694K.
- 9 institutional investors held Clough Select Equity ETF (CBSE) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $11.8M of Clough Select Equity ETF stock for Q3 2024, up 49% quarter-over-quarter.
- 2 funds opened new Clough Select Equity ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest Clough Select Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $3.95M added.
- The largest Clough Select Equity ETF seller in Q3 2024 was Waverly Advisors, an estimated $694K sold.
Based on aggregated 13F filings for Q3 2024.