Clough Select Equity ETF
CBSE
8 hedge funds and large institutions have $13.2M invested in Clough Select Equity ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $11.8M → $13.2M (+$1.45M)
0.43% more ownership
Funds ownership: 61.81% → 62.24% (+0.43%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
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 |
JP Morgan Chase
New York
|
+$806K |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$319K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$253K |
| 4 |
Morgan Stanley
New York
|
+$33 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$280K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$210K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$121K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$29.8K |
| 5 |
BWG
Beta Wealth Group
San Diego,
California
|
-$17.1K |
CBSE Hedge Fund Activity: Q4 2024 in Review
8 of the 7,605 institutional investors tracked by Wall St. Rank reported a position in Clough Select Equity ETF (CBSE) for Q4 2024, worth a combined $13.2M — up 12% from $11.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CBSE and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was JP Morgan Chase, adding an estimated $806K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $280K sold.
- 8 institutional investors held Clough Select Equity ETF (CBSE) as of Q4 2024, down from 9 in Q3 2024.
- Funds reported $13.2M of Clough Select Equity ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 1 fund opened new Clough Select Equity ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest Clough Select Equity ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $806K added.
- The largest Clough Select Equity ETF seller in Q4 2024 was Susquehanna International Group, an estimated $280K sold.
Based on aggregated 13F filings for Q4 2024.