CLSA

Cabana Target Leading Sector Aggressive ETF

Delisted

CLSA was delisted on the 5th of January, 2024.

13 hedge funds and large institutions have $474M invested in Cabana Target Leading Sector Aggressive ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
5
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$405M +$252M +9,562,694 +165%
GM
2
GeoWealth Management
Illinois
$54.9M +$31.6M +1,164,968 +136%
AWM
3
AE Wealth Management
Kansas
$10.4M +$5.04M +185,642 +93%
OPS
4
Orion Portfolio Solutions
Nebraska
$1.59M +$384K +14,138 +32%
SWM
5
Selective Wealth Management
Virginia
$940K +$497K +18,286 +112%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$826K +$826K +30,429 New
AWM
7
Avaii Wealth Management
Wisconsin
$725K +$725K +26,712 New
Citadel Advisors
8
Citadel Advisors
Florida
$245K +$245K +9,026 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$159K +$159K +5,872 New
Bank of America
10
Bank of America
North Carolina
$37K +$37K +1,373 New
Morgan Stanley
11
Morgan Stanley
New York
$26K -$134K -4,866 -84%
AssetMark Inc
12
AssetMark Inc
California
$10K +$10K +354 New
OMC
13
Old Mission Capital
Illinois
-$354K -14,461 Closed
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
-$46K -1,878 Closed
UBS Group
15
UBS Group
Switzerland
-$5K -210 Closed