ETC Cabana Target Leading Sector Moderate ETF
CLSM
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- ETC Cabana Target Leading Sector Moderate ETF (CLSM) is an actively managed exchange-traded fund that seeks long-term growth and capital preservation through a moderate risk profile by dynamically allocating assets across leading economic sectors and less-correlated instruments in response to economic conditions and market outlooks. The fund invests primarily in other exchange-traded funds, including sector-specific ETFs such as Invesco NASDAQ 100 ETF (QQQM), Health Care Select Sector SPDR Fund (XLV), Energy Select Sector SPDR Fund (XLE), Technology Select Sector SPDR Fund (XLK), and iShares Select Dividend ETF (DVY); it also holds positions in broad asset class ETFs covering equities (domestic and foreign, including emerging markets), fixed income securities without maturity or quality restrictions, real estate, currencies, commodities, and cash equivalents to manage volatility and potential market declines. A proprietary algorithm employed by the sub-adviser combines fundamental economic data and technical price indicators to identify and overweight attractive sectors, with top exposures typically in healthcare, energy, and technology, alongside primarily U.S.-focused holdings comprising approximately 98% of the portfolio and total net assets of around $122 million as of late 2025. Launched on July 12, 2021, and domiciled in the United States, CLSM lists on the Nasdaq and is advised by Exchange Traded Concepts, LLC, with sub-advisory from The Cabana Group, LLC, headquartered at 220 S. School Ave., Fayetteville, AR 72701. In a significant reorganization effective January 8, 2024, CLSM acquired all assets and liabilities of the related Cabana Target Leading Sector Aggressive ETF (CLSA, $39 million in assets) and Cabana Target Leading Sector Conservative ETF (CLSC, $24 million in assets), consolidating the suite under its moderate strategy; additionally, the fund underwent a name change from Cabana Target Leading Sector Moderate ETF to ETC Cabana Target Leading Sector Moderate ETF prior to June 26, 2025, amid operational updates including a transfer of the ETF lineup to Nasdaq and implementation of strategic changes by Exchange Traded Concepts, LLC, effective January 5, 2024. The fund targets investors and advisors seeking balanced exposure to U.S.-centric sectors with global elements, maintains a net expense ratio of 0.79%, and distributes dividends, with a yield around 1.8-2.0%.