Clough Select Equity ETF
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.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
13% more capital invested
Capital invested by funds: $16.5M → $18.6M (+$2.19M)
3.5% less ownership
Funds ownership: 61.38% → 57.88% (-3.5%)
20% less funds holding
Funds holding: 10 → 8 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$481K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$221K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$38.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$21.3K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$469K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$133K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.9K |
| 4 |
Morgan Stanley
New York
|
-$13.4K |
| 5 |
C
Covestor
London,
United Kingdom
|
-$1K |
CBSE Hedge Fund Activity: Q3 2025 in Review
8 of the 7,635 institutional investors tracked by Wall St. Rank reported a position in Clough Select Equity ETF (CBSE) for Q3 2025, worth a combined $18.6M — up 13% from $16.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CBSE and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 4 added.
The largest buyer was Sanctuary Advisors, adding an estimated $481K. The largest seller was JP Morgan Chase, cutting an estimated $469K.
- 8 institutional investors held Clough Select Equity ETF (CBSE) as of Q3 2025, down from 10 in Q2 2025.
- Funds reported $18.6M of Clough Select Equity ETF stock for Q3 2025, up 13% quarter-over-quarter.
- 1 fund opened new Clough Select Equity ETF positions in Q3 2025 and 3 closed out, a net change of -2 holders.
- The largest Clough Select Equity ETF buyer in Q3 2025 was Sanctuary Advisors, an estimated $481K added.
- The largest Clough Select Equity ETF seller in Q3 2025 was JP Morgan Chase, an estimated $469K sold.
Based on aggregated 13F filings for Q3 2025.