FormulaFolios Tactical Income ETF
FFTI
FFTI was delisted on the 6th of October, 2023.
12 hedge funds and large institutions have $83.5M invested in FormulaFolios Tactical Income ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $93M → $83.5M (-$9.51M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$146K |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$115K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$28.8K |
| 4 |
Jane Street
New York
|
+$17.2K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$2.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$9.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$919K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$235K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$35K |
FFTI Hedge Fund Activity: Q4 2022 in Review
12 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FormulaFolios Tactical Income ETF (FFTI) for Q4 2022, worth a combined $83.5M — down 10% from $93M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FFTI positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Larson Financial Group, adding an estimated $146K. The largest seller was Brookstone Capital Management, cutting an estimated $9.23M.
- 12 institutional investors held FormulaFolios Tactical Income ETF (FFTI) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $83.5M of FormulaFolios Tactical Income ETF stock for Q4 2022, down 10% quarter-over-quarter.
- 4 funds opened new FormulaFolios Tactical Income ETF positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest FormulaFolios Tactical Income ETF buyer in Q4 2022 was Larson Financial Group, an estimated $146K added.
- The largest FormulaFolios Tactical Income ETF seller in Q4 2022 was Brookstone Capital Management, an estimated $9.23M sold.
Based on aggregated 13F filings for Q4 2022.