Clough Select Equity ETF
CBSE
9 hedge funds and large institutions have $14.5M invested in Clough Select Equity ETF in 2025 Q1 according to their latest regulatory filings, with 3 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
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
10% more capital invested
Capital invested by funds: $13.2M → $14.5M (+$1.29M)
0.72% less ownership
Funds ownership: 62.24% → 61.52% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.16M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$466K |
| 3 |
JP Morgan Chase
New York
|
+$280K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$279K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$12.4K |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
-$7.67K |
| 3 |
AWM
AllSquare Wealth Management
Albany,
New York
|
-$497 |
| 4 |
Morgan Stanley
New York
|
-$36 |
CBSE Hedge Fund Activity: Q1 2025 in Review
9 of the 7,469 institutional investors tracked by Wall St. Rank reported a position in Clough Select Equity ETF (CBSE) for Q1 2025, worth a combined $14.5M — up 9.8% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CBSE positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Waverly Advisors, adding an estimated $1.16M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $12.4K.
- 9 institutional investors held Clough Select Equity ETF (CBSE) as of Q1 2025, up from 8 in Q4 2024.
- Funds reported $14.5M of Clough Select Equity ETF stock for Q1 2025, up 9.8% quarter-over-quarter.
- 3 funds opened new Clough Select Equity ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest Clough Select Equity ETF buyer in Q1 2025 was Waverly Advisors, an estimated $1.16M added.
- The largest Clough Select Equity ETF seller in Q1 2025 was Jaffetilchin Investment Partners, an estimated $12.4K sold.
Based on aggregated 13F filings for Q1 2025.