Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF
CLSM
13 hedge funds and large institutions have $180M invested in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
67% more capital invested
Capital invested by funds: $108M → $180M (+$72.1M)
58.27% more ownership
Funds ownership: 93.11% → 151.38% (+58%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
7% less funds holding
Funds holding: 14 → 13 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$67.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.42M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$430K |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$306K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.1M |
| 2 |
JP Morgan Chase
New York
|
-$541K |
| 3 |
Jane Street
New York
|
-$333K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$332K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$200K |
CLSM Hedge Fund Activity: Q4 2023 in Review
13 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) for Q4 2023, worth a combined $180M — up 67% from $108M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CLSM and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $67.8M. The largest seller was GeoWealth Management, cutting an estimated $1.1M.
- 13 institutional investors held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) as of Q4 2023, down from 14 in Q3 2023.
- Funds reported $180M of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF stock for Q4 2023, up 67% quarter-over-quarter.
- 3 funds opened new Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF positions in Q4 2023 and 4 closed out, a net change of -1 holder.
- The largest Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF buyer in Q4 2023 was Foundations Investment Advisors, an estimated $67.8M added.
- The largest Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF seller in Q4 2023 was GeoWealth Management, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2023.