Skip to main content

Changebridge Capital Long/Short Equity ETF (CBLS)

NYSEARCA: CBLS · IEX Real-Time Price · USD
26.38 0.23 (0.88%)
Sep 27, 2021 4:00 PM EDT - Market closed
Assets$7.85M
NAV$26.15
Expense Ratio1.70%
PE Ratio24.28
Shares Out300,000
Dividend (ttm)n/a
Dividend Yieldn/a
Ex-Dividend Daten/a
1-Year Return
-
Volume-
Open-
Previous Close26.15
Day's Range26.11 - 26.38
52-Week Low20.27
52-Week High27.86
Beta-1.45
Holdings52
Inception DateNov 13, 2020

About CBLS

The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.

Asset ClassEquity
IssuerChangeBridge Capital
Stock ExchangeNYSEARCA
Ticker SymbolCBLS

Top 10 Holdings

54.51% of assets
NameSymbolWeight
First American Government Obligs XFGXXX12.02%
Civeo CorporationCVEO5.84%
Skyline ChampionSKY5.77%
CriteoCRTO4.85%
ExpediaEXPE4.73%
Sony GroupSONY4.61%
Scientific GamesSGMS4.49%
TransMedics GroupTMDX4.12%
Sterling Construction CompanySTRL4.06%
Semler ScientificSMLR4.03%
View More Holdings

News

Long/Short ETFs to Fight Likely Market Slump in September

Wall Street ended on a negative note last week and the week before that, strengthening the worth of the adage that September is historically the worst month of the year for stocks.

Other symbols:CLIXDBEHFTLB
6 days ago - Zacks Investment Research

Changebridge Capital Launches Two Actively Managed ESG ETFs

BOSTON, Nov. 30, 2020 /PRNewswire/ -- Changebridge Capital, a Boston-based asset manager specializing in active management powered by quantitative and fundamental analysis, recently announced the launch...

Other symbols:CBSE
9 months ago - PRNewsWire

A Long/Short Changebridge ETF to Capitalize on Market Turbulence

Traditional equity and fixed income strategies can help investors survive market storms. Still, this year's coronavirus outbreak has reminded investors to consider allocating a portion of their portfoli...

10 months ago - ETF Trends

Changebridge Launches Two Actively Managed ESG ETFs, ‘CBLS' and ‘CBSE'

Closing out the week, on Friday, Changebridge Capital, a Boston-based asset manager specializing in active management powered by quantitative and fundamental analysis, announced the launch of its first ...

Other symbols:CBSE
10 months ago - ETF Trends