Clough Select Equity ETF
CBSE
10 hedge funds and large institutions have $16.5M invested in Clough Select Equity ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 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 capital invested
Capital invested by funds: $14.5M → $16.5M (+$1.94M)
11% more funds holding
Funds holding: 9 → 10 (+1)
0.15% less ownership
Funds ownership: 61.52% → 61.38% (-0.15%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$407K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$25.8K |
| 3 |
Morgan Stanley
New York
|
+$11.7K |
| 4 |
C
Covestor
London,
United Kingdom
|
+$741 |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$322 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWG
Beta Wealth Group
San Diego,
California
|
-$589K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$361K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$227K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$221K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$134K |
CBSE Hedge Fund Activity: Q2 2025 in Review
10 of the 7,610 institutional investors tracked by Wall St. Rank reported a position in Clough Select Equity ETF (CBSE) for Q2 2025, worth a combined $16.5M — up 13% from $14.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CBSE positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $407K. The largest seller was Beta Wealth Group, exiting entirely with an estimated $589K sold.
- 10 institutional investors held Clough Select Equity ETF (CBSE) as of Q2 2025, up from 9 in Q1 2025.
- Funds reported $16.5M of Clough Select Equity ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 3 funds opened new Clough Select Equity ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest Clough Select Equity ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $407K added.
- The largest Clough Select Equity ETF seller in Q2 2025 was Beta Wealth Group, an estimated $589K sold.
Based on aggregated 13F filings for Q2 2025.