Clough Select Equity ETF
CBSE
10 hedge funds and large institutions have $20.2M invested in Clough Select Equity ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
6% more capital invested
Capital invested by funds: $19M → $20.2M (+$1.23M)
0.11% more ownership
Funds ownership: 50.71% → 50.82% (+0.11%)
0% more funds holding
Funds holding: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$751K |
| 2 |
JP Morgan Chase
New York
|
+$538K |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$267K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$41.9K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$9.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$197K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$78.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $8.2M | +$538K | +12,808 | +6% |
|
|
WA
2
Waverly Advisors
Birmingham,
Alabama
| $7.54M | +$267K | +6,359 | +3% |
|
|
SA
3
Sanctuary Advisors
Indianapolis,
Indiana
| $2.99M | +$751K | +17,863 | +31% |
|
|
AW
4
Alchemi Wealth
Essex,
Connecticut
| $442K | – | – | – |
|
|
JIP
5
Jaffetilchin Investment Partners
Tampa,
Florida
| $302K | -$78.8K | -1,874 | -20% |
|
6
Mercer Global Advisors
Denver,
Colorado
| $226K | – | – | – |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $223K | -$197K | -4,680 | -46% |
|
|
8
HighTower Advisors
Chicago,
Illinois
| $215K | +$9.04K | +215 | +4% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $82.5K | +$41.9K | +997 | +93% |
|
|
10
UBS Group
Zurich,
Switzerland
| $9.04K | -$6.68K | -159 | -41% |
|
CBSE Hedge Fund Activity: Q1 2026 in Review
10 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Clough Select Equity ETF (CBSE) for Q1 2026, worth a combined $20.2M — up 6.5% from $19M a quarter earlier.
Fund positioning in CBSE was balanced in Q1 2026: 0 funds opened new positions, 0 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Sanctuary Advisors, adding an estimated $751K. The largest seller was Commonwealth Equity Services, cutting an estimated $197K.
- 10 institutional investors held Clough Select Equity ETF (CBSE) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $20.2M of Clough Select Equity ETF stock for Q1 2026, up 6.5% quarter-over-quarter.
- 0 funds opened new Clough Select Equity ETF positions in Q1 2026 and 0 closed out.
- The largest Clough Select Equity ETF buyer in Q1 2026 was Sanctuary Advisors, an estimated $751K added.
- The largest Clough Select Equity ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $197K sold.
Based on aggregated 13F filings for Q1 2026.