CBLS - ETF AI Analysis
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Changebridge Capital Long/Short Equity ETF (CBLS)
CBLS, the Changebridge Capital Long/Short Equity ETF, earns a solid overall rating driven by several strong core holdings like Devon Energy, Nu Holdings, SharkNinja, Rollins, and UnitedHealth, which show robust financial performance, positive earnings calls, and, in some cases, attractive valuations and bullish momentum. However, weaker names such as Stoneco and VG, which face profitability, cash flow, and leverage challenges along with bearish technical signals, temper the fund’s score. A key risk factor is the ETF’s exposure to companies with potential overvaluation and sector-specific or regulatory headwinds, which could increase volatility.
CBLS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 54.47M
- Region
- North America
- Expense Ratio
- 1.89%
- Beta
- 0.57
- Issuer
- Clough
- Inception Date
- Nov 13, 2020
- Dividend Yield
- 0.81%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CBLS Summary
CBLS is an actively managed ETF that uses a long/short stock strategy, similar to a hedge fund, rather than tracking a specific index. It mainly invests in U.S. companies across technology, energy, health care, and consumer sectors. Well-known holdings include UnitedHealth and Devon Energy. Investors might consider CBLS if they want a more flexible, defensive approach that aims for growth while trying to smooth out market ups and downs. However, this fund can still go up and down with the stock market, and its complex strategy and higher fees may not suit very conservative beginners.
How much will it cost me?
This ETF has an expense ratio of 1.89%, which means you’ll pay about $18.90 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed and uses a long/short hedge-fund-like strategy, which typically costs more to run than simple index-tracking funds.
What would affect this ETF?
CBLS could benefit if U.S. economic growth stays solid, supporting its technology, consumer, and energy holdings like Amazon and Devon Energy, and if active long/short managers successfully take advantage of market swings. On the downside, higher interest rates, weaker U.S. growth, or sector-specific setbacks in tech or energy could hurt performance, and the fund’s hedge-fund-like strategy may struggle if stock prices move in unexpected ways or regulations tighten around complex trading strategies.
CBLS Top 10 Holdings
CBLS is leaning into innovative growth, with names like CrowdStrike and 10x Genomics doing much of the heavy lifting as their momentum stays firmly in the “rising” camp. TSMC adds another tech-powered engine, steady to positive as chip demand tied to AI remains a tailwind. On the flip side, Agnico Eagle and Constellation Energy look more “mixed,” occasionally losing steam and tempering overall returns. Sector-wise, the fund is clearly tilted toward U.S. technology and energy, giving it a growth-heavy, domestically focused profile with a few cyclical and defensive names for balance.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VG | Venture Global, Inc. Class A | 3.51% | $1.92M | $35.88B | 52.82% | 58Neutral |
 SN | SharkNinja, Inc. | 2.94% | $1.61M | $27.92B | 103.96% | 76Outperform |
 CCC | CCC Intelligent Solutions Holdings | 2.92% | $1.60M | $4.53B | -17.97% | 61Neutral |
 ROL | Rollins | 2.82% | $1.54M | $16.01B | -40.23% | 79Outperform |
 LNG | Cheniere Energy | 2.84% | $1.55M | $61.50B | 37.86% | 71Outperform |
 UNH | UnitedHealth | 2.84% | $1.55M | $365.41B | 10.67% | 72Outperform |
 CRWD | CrowdStrike Holdings | 2.89% | $1.58M | $273.04B | 95.02% | 67Neutral |
 DVN | Devon Energy | 2.81% | $1.54M | $56.40B | 60.17% | 79Outperform |
 RH | RH | 3.00% | $1.64M | $2.75B | -24.94% | 49Neutral |
CBLS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CBLS, the sentiment is Neutral. The current price of 30.36 is below the 20-day moving average (MA) of 30.86, below the 50-day MA of 30.91, and below the 200-day MA of 31.07, indicating a bearish trend. The MACD of -0.33 indicates Positive momentum. The RSI at 46.46 is Neutral, neither overbought nor oversold. The STOCH value of 74.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CBLS.
CBLS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CBLS | $30.36 | $32.00(5.39% Upside) | $54.47M | 1.89% | 60Neutral |
 BAMD | $34.36 | $37.91(10.34% Upside) | $99.46M | 0.87% | 70Outperform |
 STNC | $36.86 | $42.15(14.33% Upside) | $91.91M | 0.85% | 68Neutral |
 SOVF | $31.89 | $37.51(17.61% Upside) | $90.51M | 0.75% | 70Neutral |
 PFOE | $22.21 | $28.89(30.08% Upside) | $88.37M | 0.59% | 75Outperform |
 VAMO | $36.00 | $42.05(16.78% Upside) | $87.45M | 0.65% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CBLS | Changebridge Capital Long/Short Equity ETF | 30.36 | 2.24 | 7.96% | |
| BAMD | Brookstone Dividend Stock ETF | 34.36 | 5.46 | 18.89% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 36.86 | 4.35 | 13.39% | |
| SOVF | Sovereign's Capital Flourish Fund | 31.89 | 3.25 | 11.37% | |
| PFOE | Pathfinder Focused Opportunities ETF | 22.21 | -2.64 | -10.64% | |
| VAMO | Cambria Value & Momentum ETF | 36.00 | 3.36 | 10.30% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.