Formula Folios Hedged Growth ETF
FFHG
FFHG was delisted on the 6th of October, 2023.
8 hedge funds and large institutions have $48.7M invested in Formula Folios Hedged Growth ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $43.7M → $48.7M (+$5.03M)
20% less funds holding
Funds holding: 10 → 8 (-2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$612K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$5.15M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$11K |
| 3 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FI
1
FormulaFolio Investments
Grand Rapids,
Michigan
| $47.2M | -$5.15M | -186,321 | -11% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.34M | +$612K | +22,123 | +100% |
|
|
PFA
3
Professional Financial Advisors
North Platte,
Nebraska
| $124K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $28K | -$1.44K | -52 | -5% |
|
|
IRC
5
Investors Research Corp
Atlanta,
Georgia
| $17K | – | – | – |
|
|
LWM
6
Liberty Wealth Management
Oakland,
California
| $10K | – | – | – |
|
|
GI
7
Gradient Investments
Arden Hills,
Minnesota
| $8K | – | – | – |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $4K | – | – | – |
|
|
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$11K | -443 | Closed |
|
|
NFSG
10
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$3K | -122 | Closed |
|
FFHG Hedge Fund Activity: Q4 2020 in Review
8 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Formula Folios Hedged Growth ETF (FFHG) for Q4 2020, worth a combined $48.7M — up 12% from $43.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FFHG and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, adding an estimated $612K. The largest seller was FormulaFolio Investments, cutting an estimated $5.15M.
- 8 institutional investors held Formula Folios Hedged Growth ETF (FFHG) as of Q4 2020, down from 10 in Q3 2020.
- Funds reported $48.7M of Formula Folios Hedged Growth ETF stock for Q4 2020, up 12% quarter-over-quarter.
- 0 funds opened new Formula Folios Hedged Growth ETF positions in Q4 2020 and 2 closed out, a net change of -2 holders.
- The largest Formula Folios Hedged Growth ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $612K added.
- The largest Formula Folios Hedged Growth ETF seller in Q4 2020 was FormulaFolio Investments, an estimated $5.15M sold.
Based on aggregated 13F filings for Q4 2020.