Clearwater Capital Reports Broad Q1 ETF Position Changes
Clearwater Capital Advisors LLC expanded and adjusted its ETF holdings across multiple funds in the latest SEC 13F filings. The firm opened a new position in ProShares Ultra Technology (ROM), purchasing 4,031 shares valued around $316,000, while also trimming or adjusting other technology-related bets. It reduced its stake in SPDR Portfolio Mortgage Backed Bond ETF (SPMB) by 29.2, ending with 236,435 shares worth about $5.29 million. Conversely, Clearwater raised its stake in iShares U.S. Small Cap Equity Factor ETF (SMLF) by 2.4% to 479,209 shares, roughly $36.18 million in value, making it a notable holding in its portfolio. The firm also disclosed a new stake in Direxion Daily Semiconductors Bull 3x Shares (SOXL) of 16,513 shares, about $791,000. Additionally, Clearwater grew its position in the First Trust Low Duration Opportunities ETF (LMBS) by 6.6% to 909,130 shares, valued at around $45.28 million, underscoring a broad reallocation across technology, semiconductors, small caps, and fixed income.