Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF
CLSM
10 hedge funds and large institutions have $239M invested in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate 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.
99.6% more ownership
Funds ownership: 0% → 99.6% (+100%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$207M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$27.9M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.45M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.82M |
| 5 |
SWM
Selective Wealth Management
Forest,
Virginia
|
+$960K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $202M | +$207M | +8,198,815 | New |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $27.2M | +$27.9M | +1,104,584 | New |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $6.28M | +$6.45M | +255,215 | New |
|
|
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.78M | +$1.82M | +72,201 | New |
|
|
SWM
5
Selective Wealth Management
Forest,
Virginia
| $935K | +$960K | +37,998 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $721K | +$739K | +29,272 | New |
|
7
Morgan Stanley
New York
| $310K | +$318K | +12,592 | New |
|
8
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3K | +$2.63K | +104 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$960 | +38 | New |
|
10
UBS Group
Zurich,
Switzerland
| – | +$303 | +12 | New |
|
CLSM Hedge Fund Activity: Q3 2021 in Review
10 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) for Q3 2021, worth a combined $239M.
Buyers outnumbered sellers: 10 funds opened new CLSM 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 $207M.
- 10 institutional investors held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) as of Q3 2021, up from 0 in Q2 2021.
- Funds reported $239M of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF stock for Q3 2021.
- 10 funds opened new Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF positions in Q3 2021 and 0 closed out, a net change of +10 holders.
- The largest Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF buyer in Q3 2021 was Foundations Investment Advisors, an estimated $207M added.
Based on aggregated 13F filings for Q3 2021.