FormulaFolios Tactical Growth ETF
FFTG
FFTG was delisted on the 6th of October, 2023.
13 hedge funds and large institutions have $44.7M invested in FormulaFolios Tactical Growth ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
7% less funds holding
Funds holding: 14 → 13 (-1)
19% less capital invested
Capital invested by funds: $54.9M → $44.7M (-$10.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IF
Insight Folios
Charlotte,
North Carolina
|
+$322K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$318K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$275K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$187K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$25.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$3.06M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$599K |
| 3 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $41.7M | -$3.06M | -101,429 | -7% |
|
|
PFA
2
Professional Financial Advisors
North Platte,
Nebraska
| $1.24M | +$2.38K | +79 | +0.2% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $688K | +$318K | +10,550 | +80% |
|
|
IF
4
Insight Folios
Charlotte,
North Carolina
| $562K | +$322K | +10,665 | +122% |
|
|
5
Citadel Advisors
Miami,
Florida
| $263K | +$275K | +9,105 | New |
|
|
BAM
6
Belpointe Asset Management
Reno,
Nevada
| $180K | +$187K | +6,209 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $45K | +$25.7K | +851 | +121% |
|
|
GI
8
Gradient Investments
Arden Hills,
Minnesota
| $20K | +$17.8K | +589 | +517% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $16K | – | – | – |
|
|
SIS
10
Sound Income Strategies
Ft Lauderdale,
Florida
| $9K | – | – | – |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $6K | – | – | – |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$599K | -19,820 | Closed |
|
|
IWP
13
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$6K | -195 | Closed |
|
FFTG Hedge Fund Activity: Q3 2021 in Review
13 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FormulaFolios Tactical Growth ETF (FFTG) for Q3 2021, worth a combined $44.7M — down 19% from $54.9M a quarter earlier.
Fund positioning in FFTG was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Insight Folios, adding an estimated $322K. The largest seller was Brookstone Capital Management, cutting an estimated $3.06M.
- 13 institutional investors held FormulaFolios Tactical Growth ETF (FFTG) as of Q3 2021, down from 14 in Q2 2021.
- Funds reported $44.7M of FormulaFolios Tactical Growth ETF stock for Q3 2021, down 19% quarter-over-quarter.
- 2 funds opened new FormulaFolios Tactical Growth ETF positions in Q3 2021 and 2 closed out, a net change of 0 holders.
- The largest FormulaFolios Tactical Growth ETF buyer in Q3 2021 was Insight Folios, an estimated $322K added.
- The largest FormulaFolios Tactical Growth ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $3.06M sold.
Based on aggregated 13F filings for Q3 2021.