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CLSC

Cabana Target Leading Sector Conservative ETF
CLSC

Delisted

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

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15 hedge funds and large institutions have $315M invested in Cabana Target Leading Sector Conservative ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

114% more funds holding

Funds holding: 7 → 15 (+8)

29% more capital invested

Capital invested by funds: $245M → $315M (+$70.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
15
Holders Change
+8
Holders Change %
+114.29%
% of All Funds
0.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
6
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$63.2M
2
GM
GeoWealth Management
Illinois
+$12.6M
3
AWM
AE Wealth Management
Kansas
+$6.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M
5
OPS
Orion Portfolio Solutions
Nebraska
+$946K

Top Sellers

Rank Fund Capital Flow
1
SWM
Selective Wealth Management
Virginia
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$262M +$63.2M +2,925,857 +31%
GM
2
GeoWealth Management
Illinois
$40M +$12.6M +582,074 +45%
AWM
3
AE Wealth Management
Kansas
$6.01M +$6.14M +283,993 New
SWM
4
Selective Wealth Management
Virginia
$1.91M -$334K -15,466 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.08M +$573K +26,512 +107%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.06M +$1.08M +50,193 New
OPS
7
Orion Portfolio Solutions
Nebraska
$926K +$946K +43,759 New
AWM
8
Avaii Wealth Management
Wisconsin
$879K +$898K +41,552 New
TIM
9
Tevis Investment Management
Texas
$703K +$649K +30,025 +915%
Goldman Sachs
10
Goldman Sachs
New York
$279K +$285K +13,181 New
JP Morgan Chase
11
JP Morgan Chase
New York
$193K +$197K +9,127 New
Wells Fargo
12
Wells Fargo
California
$47K +$40.8K +1,887 +579%
HI
13
Harbour Investments
Wisconsin
$28K +$28.7K +1,328 New
UBS Group
14
UBS Group
Switzerland
$27K +$25.2K +1,166 +1,166%
Osaic Holdings
15
Osaic Holdings
Arizona
$6K +$5.81K +269 New

CLSC Hedge Fund Activity: Q2 2022 in Review

15 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Leading Sector Conservative ETF (CLSC) for Q2 2022, worth a combined $315M — up 29% from $245M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CLSC positions and 0 closed out — a net gain of 8 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $63.2M. The largest seller was Selective Wealth Management, cutting an estimated $334K.

  • 15 institutional investors held Cabana Target Leading Sector Conservative ETF (CLSC) as of Q2 2022, up from 7 in Q1 2022.
  • Funds reported $315M of Cabana Target Leading Sector Conservative ETF stock for Q2 2022, up 29% quarter-over-quarter.
  • 8 funds opened new Cabana Target Leading Sector Conservative ETF positions in Q2 2022 and 0 closed out, a net change of +8 holders.
  • The largest Cabana Target Leading Sector Conservative ETF buyer in Q2 2022 was Foundations Investment Advisors, an estimated $63.2M added.
  • The largest Cabana Target Leading Sector Conservative ETF seller in Q2 2022 was Selective Wealth Management, an estimated $334K sold.

Based on aggregated 13F filings for Q2 2022.