FormulaFolios Tactical Growth ETF
FFTG
FFTG was delisted on the 6th of October, 2023.
10 hedge funds and large institutions have $21.5M invested in FormulaFolios Tactical Growth ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
43% more funds holding
Funds holding: 7 → 10 (+3)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
66% less capital invested
Capital invested by funds: $63.1M → $21.5M (-$41.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$340K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$306K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$18.9K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$35.6M |
| 2 |
PG
Prostatis Group
Hanover,
Maryland
|
-$621K |
| 3 |
Jane Street
New York
|
-$455K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$8.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FI
1
FormulaFolio Investments
Grand Rapids,
Michigan
| $20.2M | -$35.6M | -1,351,858 | -60% |
|
|
PFA
2
Professional Financial Advisors
North Platte,
Nebraska
| $980K | +$340K | +12,919 | +48% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $263K | +$306K | +11,621 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $18K | +$2.66K | +101 | +14% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $16K | +$18.9K | +717 | New |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $16K | +$18.9K | +718 | New |
|
|
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $3K | -$8.21K | -312 | -72% |
|
|
PG
8
Prostatis Group
Hanover,
Maryland
| – | -$621K | -22,740 | Closed |
|
|
9
Jane Street
New York
| – | -$455K | -16,661 | Closed |
|
10
Fidelity Investments
Boston,
Massachusetts
| – | +$53 | +2 | New |
|
|
CFA
11
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$395 | +15 | New |
|
FFTG Hedge Fund Activity: Q1 2020 in Review
10 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FormulaFolios Tactical Growth ETF (FFTG) for Q1 2020, worth a combined $21.5M — down 66% from $63.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FFTG positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Professional Financial Advisors, adding an estimated $340K. The largest seller was FormulaFolio Investments, cutting an estimated $35.6M.
- 10 institutional investors held FormulaFolios Tactical Growth ETF (FFTG) as of Q1 2020, up from 7 in Q4 2019.
- Funds reported $21.5M of FormulaFolios Tactical Growth ETF stock for Q1 2020, down 66% quarter-over-quarter.
- 5 funds opened new FormulaFolios Tactical Growth ETF positions in Q1 2020 and 2 closed out, a net change of +3 holders.
- The largest FormulaFolios Tactical Growth ETF buyer in Q1 2020 was Professional Financial Advisors, an estimated $340K added.
- The largest FormulaFolios Tactical Growth ETF seller in Q1 2020 was FormulaFolio Investments, an estimated $35.6M sold.
Based on aggregated 13F filings for Q1 2020.