Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF
CLSM
9 hedge funds and large institutions have $38.9M invested in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
43% more capital invested
Capital invested by funds: $27.1M → $38.9M (+$11.8M)
1.77% more ownership
Funds ownership: 88.06% → 89.83% (+1.8%)
18% less funds holding
Funds holding: 11 → 9 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$7.81M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.4M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.55M |
| 4 |
JP Morgan Chase
New York
|
+$601K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$384K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$99.4K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$11.1K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.4K |
| 5 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$5.22K |
CLSM Hedge Fund Activity: Q1 2023 in Review
9 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) for Q1 2023, worth a combined $38.9M — up 43% from $27.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CLSM and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $7.81M. The largest seller was Citadel Advisors, exiting entirely with an estimated $384K sold.
- 9 institutional investors held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) as of Q1 2023, down from 11 in Q4 2022.
- Funds reported $38.9M of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF stock for Q1 2023, up 43% quarter-over-quarter.
- 4 funds opened new Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $7.81M added.
- The largest Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF seller in Q1 2023 was Citadel Advisors, an estimated $384K sold.
Based on aggregated 13F filings for Q1 2023.