CBLS

Clough Hedged Equity ETF

$27.08

+0.00%

Market closed. Last update: 12:29 PM ET

📎 Investment Objective

The Clough Hedged Equity ETF (CBLS) seeks to provide capital appreciation while seeking to reduce overall portfolio risk through the use of hedging strategies.

Overview

ETF tracking Clough Hedged Equity ETF

Category Alternative

Issuer Other

Inception Date 2025-01-21

Market Cap $40.9M

Average Volume N/A

Dividend Yield 0.71%

52-Week Range $24.37 - $29.45

VWAP $27.16

Performance

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Investment Summary

📎 Investment Objective

The Clough Hedged Equity ETF (CBLS) seeks to provide capital appreciation while seeking to reduce overall portfolio risk through the use of hedging strategies.

🎯 Investment Strategy

The fund invests primarily in a portfolio of U.S. equities and utilizes options-based strategies to hedge against market downturns. The portfolio managers aim to generate positive returns in various market environments by dynamically adjusting the fund's hedging positions.

✨ Key Features

Actively managed fund that seeks to provide capital appreciation with reduced risk
Utilizes options-based hedging strategies to mitigate market downside
Flexible approach to adjust hedging positions based on market conditions
Relatively low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The fund's value may fluctuate based on changes in the overall stock market
Hedging risk: The hedging strategies employed may not be effective in protecting the portfolio
Liquidity risk: The fund may have difficulty buying or selling certain investments
Counterparty risk: The fund is exposed to the creditworthiness of options counterparties

👤 Best For

The Clough Hedged Equity ETF may be suitable for investors seeking capital appreciation with lower volatility than the broader stock market. It may be particularly appealing to those with a moderate risk tolerance who want to diversify their portfolio with an alternative investment strategy.