Cabana Target Leading Sector Conservative ETF
CLSC
CLSC was delisted on the 5th of January, 2024.
8 hedge funds and large institutions have $175M invested in Cabana Target Leading Sector Conservative ETF in 2021 Q3 according to their latest regulatory filings, with 8 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
|
+$152M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$21.3M |
| 3 |
SWM
Selective Wealth Management
Forest,
Virginia
|
+$1.93M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.7M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.08M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $149M | +$152M | +6,008,899 | New |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $20.8M | +$21.3M | +841,554 | New |
|
|
SWM
3
Selective Wealth Management
Forest,
Virginia
| $1.89M | +$1.93M | +76,345 | New |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $1.66M | +$1.7M | +67,185 | New |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.06M | +$1.08M | +42,728 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $1.04M | +$1.07M | +42,075 | New |
|
7
UBS Group
Zurich,
Switzerland
| $40K | +$41.1K | +1,625 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$633 | +25 | New |
|
CLSC Hedge Fund Activity: Q3 2021 in Review
8 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Leading Sector Conservative ETF (CLSC) for Q3 2021, worth a combined $175M.
Buyers outnumbered sellers: 8 funds opened new CLSC positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $152M.
- 8 institutional investors held Cabana Target Leading Sector Conservative ETF (CLSC) as of Q3 2021, up from 0 in Q2 2021.
- Funds reported $175M of Cabana Target Leading Sector Conservative ETF stock for Q3 2021.
- 8 funds opened new Cabana Target Leading Sector Conservative ETF positions in Q3 2021 and 0 closed out, a net change of +8 holders.
- The largest Cabana Target Leading Sector Conservative ETF buyer in Q3 2021 was Foundations Investment Advisors, an estimated $152M added.
Based on aggregated 13F filings for Q3 2021.