SEC 13F Intelligence

Managers / Q3 2020 · view latest →

Clearwater Capital Advisors, LLC

CIK 0001690531 · 2800 W. HIGGINS ROAD, SUITE 1025, HOFFMAN ESTATES, IL, 60169 · 847-841-8650

Reported Value
$636M
Q3 2020
Positions
140
Filings on Record
30
2019–present window
Filed
Oct 16, 2020
original filing

Summary

Clearwater Capital Advisors, Llc reported $636M in U.S.-listed holdings across 140 positions for Q3 2020.

Its largest position, DGRW, represents 8.0% of the portfolio.

Compared with Q2 2020, the fund opened 6 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $456MQ4 ’18Q1 ’19: $533MQ2 ’19: $551MQ3 ’19: $566MQ4 ’19: $600MQ4 ’19Q1 ’20: $464MQ2 ’20: $598MQ3 ’20: $636MQ4 ’20: $754MQ4 ’20Q1 ’21: $800MQ2 ’21: $859MQ3 ’21: $863MQ4 ’21: $907MQ4 ’21Q1 ’22: $872MQ2 ’22: $732MQ3 ’22: $724MQ4 ’22: $767.3BQ4 ’22Q1 ’23: $819MQ2 ’23: $840MQ3 ’23: $816MQ4 ’23: $892MQ4 ’23Q1 ’24: $938MQ2 ’24: $944MQ3 ’24: $1.0BQ4 ’24: $1.0BQ4 ’24Q1 ’25: $1.0BQ2 ’25: $1.1BQ3 ’25: $1.2BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $1.2Bfilingsflow.com

Portfolio Composition

By security type
ETP: 93.4%Other: 4.5%Common Stock: 2.0%ADR: 0.1%REIT: 0.0%
  • ETP · 93.4% · $594M
  • Other · 4.5% · $29M
  • Common Stock · 2.0% · $13M
  • ADR · 0.1% · $375,000
  • REIT · 0.0% · $63,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.2B177May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B163Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B168Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B163Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.0B169May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.0B171Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B172Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$944M157Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$938M158May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$892M155Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$816M141Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$840M149Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$819M153May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$767.3B160Jan 27, 202313F-HRchanges · EDGAR ↗
Q3 2022$724M155Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$732M151Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$872M169May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$907M169Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$863M168Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021$859M169Aug 4, 202113F-HRchanges · EDGAR ↗
Q1 2021$800M160Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$754M154Jan 21, 202113F-HRchanges · EDGAR ↗
Q3 2020$636M140Oct 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$598M136Jul 30, 202013F-HRchanges · EDGAR ↗
Q1 2020$464M140Apr 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$600M175Jan 27, 202013F-HRchanges · EDGAR ↗
Q3 2019$566M176Nov 4, 201913F-HRchanges · EDGAR ↗
Q2 2019$551M183Jul 26, 201913F-HRchanges · EDGAR ↗
Q1 2019$533M191May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$456M190Jan 22, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.