Formula Folios Hedged Growth ETF
FFHG
FFHG was delisted on the 6th of October, 2023.
10 hedge funds and large institutions have $43.7M invested in Formula Folios Hedged Growth ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
68% more capital invested
Capital invested by funds: $26M → $43.7M (+$17.7M)
25% more funds holding
Funds holding: 8 → 10 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$16.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$236K |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$102K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$8.47K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$7.68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$848K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FI
1
FormulaFolio Investments
Grand Rapids,
Michigan
| $43M | +$16.7M | +675,589 | +63% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $543K | +$236K | +9,547 | +76% |
|
|
PFA
3
Professional Financial Advisors
North Platte,
Nebraska
| $102K | +$102K | +4,113 | New |
|
4
UBS Group
Zurich,
Switzerland
| $24K | +$1.93K | +78 | +9% |
|
|
IRC
5
Investors Research Corp
Atlanta,
Georgia
| $14K | – | – | – |
|
|
SIS
6
Sound Income Strategies
Ft Lauderdale,
Florida
| $11K | +$8.47K | +343 | +343% |
|
|
LWM
7
Liberty Wealth Management
Oakland,
California
| $8K | – | – | – |
|
|
GI
8
Gradient Investments
Arden Hills,
Minnesota
| $8K | +$7.68K | +311 | New |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $4K | -$10.9K | -440 | -75% |
|
|
NFSG
10
Newbridge Financial Services Group
Boca Raton,
Florida
| $3K | +$3.01K | +122 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$848K | -36,529 | Closed |
|
FFHG Hedge Fund Activity: Q3 2020 in Review
10 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Formula Folios Hedged Growth ETF (FFHG) for Q3 2020, worth a combined $43.7M — up 68% from $26M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FFHG positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $16.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $848K sold.
- 10 institutional investors held Formula Folios Hedged Growth ETF (FFHG) as of Q3 2020, up from 8 in Q2 2020.
- Funds reported $43.7M of Formula Folios Hedged Growth ETF stock for Q3 2020, up 68% quarter-over-quarter.
- 3 funds opened new Formula Folios Hedged Growth ETF positions in Q3 2020 and 1 closed out, a net change of +2 holders.
- The largest Formula Folios Hedged Growth ETF buyer in Q3 2020 was FormulaFolio Investments, an estimated $16.7M added.
- The largest Formula Folios Hedged Growth ETF seller in Q3 2020 was Citadel Advisors, an estimated $848K sold.
Based on aggregated 13F filings for Q3 2020.