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In the first quarter, Clearwater Capital Advisors LLC actively adjusted holdings across multiple ETFs, buying several new positions and increasing exposure in others while trimming a stake in SPDR Portfolio Mortgage Backed Bond ETF. The firm added 4,031 shares of ProShares Ultra Technology, 16,513 shares of Direxion Daily Semiconductors Bull 3x Shares, and 11,204 shares of iShares U.S. Small Cap Equity Factor ETF (now totaling 479,209 shares), while raising First Trust Low Duration Opportunities ETF to about 909,130 shares and cutting SPMB by 29.2% to 236,435 shares.
CacheTech Inc. continued to adjust its portfolio by boosting holdings in SPMB and Vanguard Large-Cap ETF, buying more shares of both, while taking a new stake in First Solar and trimming its position in iShares MSCI South Korea ETF, signaling ongoing diversification. The moves come alongside other institutional activity in related funds, reflecting a broad pattern of rebalancing across large-cap, fixed-income, and international exposures.
