Cabana Target Leading Sector Aggressive ETF
CLSA
CLSA was delisted on the 5th of January, 2024.
10 hedge funds and large institutions have $170M invested in Cabana Target Leading Sector Aggressive ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$146M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$21.5M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.99M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.12M |
| 5 |
SWM
Selective Wealth Management
Forest,
Virginia
|
+$410K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $142M | +$146M | +5,806,636 | New |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $21M | +$21.5M | +856,797 | New |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $4.86M | +$4.99M | +198,614 | New |
|
|
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.09M | +$1.12M | +44,413 | New |
|
|
SWM
5
Selective Wealth Management
Forest,
Virginia
| $399K | +$410K | +16,312 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $354K | +$363K | +14,461 | New |
|
7
Morgan Stanley
New York
| $142K | +$146K | +5,811 | New |
|
8
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $46K | +$47.2K | +1,878 | New |
|
9
UBS Group
Zurich,
Switzerland
| $5K | +$5.27K | +210 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| – | +$301 | +12 | New |
|
CLSA Hedge Fund Activity: Q3 2021 in Review
10 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Leading Sector Aggressive ETF (CLSA) for Q3 2021, worth a combined $170M.
Buyers outnumbered sellers: 10 funds opened new CLSA positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $146M.
- 10 institutional investors held Cabana Target Leading Sector Aggressive ETF (CLSA) as of Q3 2021, up from 0 in Q2 2021.
- Funds reported $170M of Cabana Target Leading Sector Aggressive ETF stock for Q3 2021.
- 10 funds opened new Cabana Target Leading Sector Aggressive ETF positions in Q3 2021 and 0 closed out, a net change of +10 holders.
- The largest Cabana Target Leading Sector Aggressive ETF buyer in Q3 2021 was Foundations Investment Advisors, an estimated $146M added.
Based on aggregated 13F filings for Q3 2021.