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CBTG

Cabot Growth ETF

Delisted

CBTG was delisted on the 1st of February, 2022.

6 hedge funds and large institutions have $35.9M invested in Cabot Growth ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

721% more capital invested

Capital invested by funds: $4.37M → $35.9M (+$31.5M)

200% more funds holding

Funds holding: 26 (+4)

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SkyOak Wealth
Michigan
$33.7M +$27.9M +952,239 +559%
S
2
SignatureFD
Georgia
$902K +$760K +25,941 +616%
AIP
3
Ahrens Investment Partners
Louisiana
$450K +$441K +15,050 New
DADC
4
D.A. Davidson & Co
Montana
$300K +$294K +10,038 New
Citadel Advisors
5
Citadel Advisors
Florida
$262K +$257K +8,761 New
IIC
6
Integrated Investment Consultants
Michigan
$242K +$237K +8,103 New

CBTG Hedge Fund Activity: Q1 2021 in Review

6 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Cabot Growth ETF (CBTG) for Q1 2021, worth a combined $35.9M — up 721% from $4.37M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CBTG positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was SkyOak Wealth, adding an estimated $27.9M.

  • 6 institutional investors held Cabot Growth ETF (CBTG) as of Q1 2021, up from 2 in Q4 2020.
  • Funds reported $35.9M of Cabot Growth ETF stock for Q1 2021, up 721% quarter-over-quarter.
  • 4 funds opened new Cabot Growth ETF positions in Q1 2021 and 0 closed out, a net change of +4 holders.
  • The largest Cabot Growth ETF buyer in Q1 2021 was SkyOak Wealth, an estimated $27.9M added.

Based on aggregated 13F filings for Q1 2021.