Clough Select Equity ETF
CBSE
CBSE
8 hedge funds and large institutions have $18.6M invested in Clough Select Equity ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Holders
8
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$481K | |
| 2 | +$221K | |
| 3 | +$38.8K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$21.3K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.32K |
Top Sellers
| 1 | -$469K | |
| 2 | -$133K | |
| 3 | -$13.9K | |
| 4 |
Morgan Stanley
New York
|
-$13.4K |
| 5 |
C
Covestor
London,
United Kingdom
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $7.94M |
|
|||
|
WA
2
Waverly Advisors
Birmingham,
Alabama
| $7.49M |
|
|||
|
SA
3
Sanctuary Advisors
Indianapolis,
Indiana
| $2M |
|
|||
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $361K |
|
|||
|
JIP
5
Jaffetilchin Investment Partners
Tampa,
Florida
| $349K |
|
|||
6
Mercer Global Advisors
Denver,
Colorado
| $236K |
|
|||
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $195K |
|
|||
|
8
Osaic Holdings
Scottsdale,
Arizona
| $73.5K |
|
|||
|
9
Morgan Stanley
New York
| – |
|
|||
|
C
10
Covestor
London,
United Kingdom
| – |
|
|||
11
Raymond James Financial
St Petersburg,
Florida
| – |
|