Clearwater Capital Reports Broad Q1 ETF Position Changes

15 sourcesUpdated Jul 23, 2026

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.

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Broke dailypolitical.com · Jul 23, 1:42 AM15 sources +8h on

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zolmax.comOtherClearwater Capital Advisors LLC Boosts Stock Position in JPMorgan Municipal ETF $JMUB

watchlistnews.comOtherClearwater Capital Advisors LLC Makes New Investment in ProShares Ultra Technology $ROM

thelincolnianonline.comOtherClearwater Capital Advisors LLC Purchases 11,204 Shares of iShares U.S. Small Cap Equity Factor ETF $SMLF

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