Cabana Target Leading Sector Aggressive ETF
CLSA
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.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
179% more capital invested
Capital invested by funds: $170M → $474M (+$304M)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
30% more funds holding
Funds holding: 10 → 13 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$252M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$30.7M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.89M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$802K |
| 5 |
SWM
Selective Wealth Management
Forest,
Virginia
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$354K |
| 2 |
Morgan Stanley
New York
|
-$128K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$46K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5K |
CLSA Hedge Fund Activity: Q4 2021 in Review
13 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Leading Sector Aggressive ETF (CLSA) for Q4 2021, worth a combined $474M — up 179% from $170M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CLSA positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $252M. The largest seller was Old Mission Capital, exiting entirely with an estimated $354K sold.
- 13 institutional investors held Cabana Target Leading Sector Aggressive ETF (CLSA) as of Q4 2021, up from 10 in Q3 2021.
- Funds reported $474M of Cabana Target Leading Sector Aggressive ETF stock for Q4 2021, up 179% quarter-over-quarter.
- 6 funds opened new Cabana Target Leading Sector Aggressive ETF positions in Q4 2021 and 3 closed out, a net change of +3 holders.
- The largest Cabana Target Leading Sector Aggressive ETF buyer in Q4 2021 was Foundations Investment Advisors, an estimated $252M added.
- The largest Cabana Target Leading Sector Aggressive ETF seller in Q4 2021 was Old Mission Capital, an estimated $354K sold.
Based on aggregated 13F filings for Q4 2021.