CBLS

Changebridge$31.01 ()
AUM $56.9MER 1.89%NAV $30.62Holdings 20

Price Chart

Key Statistics

Previous Close

$30.70

Day Range

N/A

52-Week Range

$27.05$34.28

Avg Volume

1.2K

Dividend Yield

0.85%

Expense Ratio

1.89%

AUM

$56.9M

Shares Outstanding

2.0M

ETF Grades

?

Sector Breakdown

SectorWeight %
Cash & Others37.86%
Technology26.84%
Energy16.60%
Basic Materials11.45%
Communication Services5.89%
Utilities5.28%
Healthcare2.24%
Industrials1.56%
Consumer Defensive-0.44%
Consumer Cyclical-0.78%
Financial Services-6.50%

Country Allocation

CountryWeight %
United States48.13%
Other40.51%
Canada6.02%
Korea (the Republic of)2.91%
Taiwan (Province of China)2.79%
Brazil2.68%

Fund Information

Inception Date
Nov 13, 2020
Exchange
NYSE_ARCA
Description
The investment process focuses on investing in global themes and utilizes a bottom-up research process to identify companies positioned to benefit from these themes.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$396.70B
GLDSPDR Gold Shares$149.71B
AGGiShares Core U.S. Aggregate Bond ETF$137.99B
BNDXVanguard Total International Bond ETF$122.60B
SGOViShares 0-3 Month Treasury Bond ETF$104.22B

The Clough Hedged Equity ETF (CBLS) is an exchange-traded fund issued by Changebridge that launched on Nov 13, 2020. It currently manages $56.9M in assets under management. The fund charges an expense ratio of 1.89%. The fund holds 20 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 66.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1BROKER SWEEP34.51%19,660,116$19.6M
2BLACKROCK LIQUIDITY FUNDS T-FUND (INST SHS)6.35%3,619,830$3.6M
3AEMAgnico Eagle Mines Limited/Min3.74%10,057$2.1M
4KGCKinross Gold Corp3.72%67,528$2.1M
5FCXFreeport-McMoRan Inc3.30%26,380$1.9M
6MRVLMarvell Technology Inc3.17%7,198$1.8M
7SCCOSouthern Copper Corp3.12%8,946$1.8M
8APAAPA Corp3.11%39,907$1.8M
9VGVenture Global Inc3.02%120,233$1.7M
10DVNDevon Energy Corp2.87%33,208$1.6M
11BKRBaker Hughes Co2.85%25,838$1.6M
12SBUXStarbucks Corp2.77%15,154$1.6M
13CEGConstellation Energy Corp2.74%5,726$1.6M
14LNGCheniere Energy Inc2.62%5,346$1.5M
15TXG10X Genomics Inc2.58%22,989$1.5M

Detailed Returns

PeriodReturnETF
1D
1W
+1.55%
1M
+0.46%
3M
-4.66%
6M
+1.59%
YTD
+10.22%
1Y
+10.24%
3Y
+61.17%
5Y
+19.26%

Moving Averages

20-Day MA

$30.62

Above 20-Day MA
50-Day MA

$31.88

Below 50-Day MA
200-Day MA

$30.35

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$34.28

Current Price

$31.01

52-Week Low

$27.05

$27.05$34.28

Current Yield

0.85%

Annual Dividend

$0.7218

Frequency

0x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.2470Dec 31, 2025
Dec 24, 2024$0.1924Dec 26, 2024
Dec 24, 2024$0.1924Dec 26, 2024
Dec 21, 2023$0.0900Dec 26, 2023
Dec 21, 2023$0.0900Dec 26, 2023

Dividend Payments Over Time

Category Comparison

MetricCBLSCash & Others(1019 ETFs)Diversified(81 ETFs)
Fund Info
Expense Ratio1.89%0.62%0.59%
AUM$56.9M$2.98B$1.41B
Dividend Yield0.85%9.29%2.04%
Avg Volume1.2K843.5K205.3K
Holdings20399128
Performance
1-Month Return+2.79%+1.52%+3.44%
6-Month Return+4.32%+4.85%+5.57%
YTD Return+13.05%+5.87%+11.65%
1-Year Return+10.86%+3.99%+11.53%

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