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CapForce IBD 50 ETF

64 hedge funds and large institutions have $50.8M invested in CapForce IBD 50 ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $46.4M → $50.8M (+$4.45M)

5% more funds holding

Funds holding: 6164 (+3)

0.1% more ownership

Funds ownership: 24.41%24.51% (+0.1%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
19
Closed
10
Calls
$427K
Puts
Net Calls
+$427K
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$310K -$46.6K -1,194 -14%
CCMW
27
Cypress Capital Management (Wyoming)
Wyoming
$301K
HCM
28
Hollencrest Capital Management
California
$295K
HighTower Advisors
29
HighTower Advisors
Illinois
$264K -$11.7K -300 -4%
Morgan Stanley
30
Morgan Stanley
New York
$258K -$5.77K -148 -2%
CG
31
Cutler Group
California
$254K +$242K +6,200 New
AFC
32
AFT Forsyth & Company
Florida
$237K -$3.12K -80 -1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$236K -$366K -9,373 -62%
APA
34
American Portfolios Advisors
New York
$233K
MML Investors Services
35
MML Investors Services
Massachusetts
$231K -$10.3K -265 -4%
PWM
36
Purus Wealth Management
California
$216K +$206K +5,274 New
DAM
37
Deltec Asset Management
New York
$205K +$195K +5,000 New
JAWM
38
J. Arnold Wealth Management
Ohio
$204K +$194K +4,975 New
BWA
39
BDO Wealth Advisors
Florida
$177K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$171K -$468 -12 -0.3%
JP Morgan Chase
41
JP Morgan Chase
New York
$162K
ME
42
McIlrath & Eck
Washington
$143K
CFGS
43
Concourse Financial Group Securities
Alabama
$142K
Simplex Trading
44
Simplex Trading
Illinois
$119K -$29.1K -746 -20%
SIAP
45
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$107K -$31.2K -800 -24%
MCC
46
Money Concepts Capital
Florida
$86K +$81.6K +2,093 New
TFA
47
Toth Financial Advisory
Virginia
$82K
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$52K
WT
49
Washington Trust
Rhode Island
$40K
EP
50
Eudaimonia Partners
Tennessee
$37K +$6.05K +155 +20%

FFTY Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CapForce IBD 50 ETF (FFTY) for Q4 2020, worth a combined $50.8M — up 9.6% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FFTY positions and 10 closed out — a net gain of 4 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.83M. The largest seller was Osaic Holdings, cutting an estimated $2.5M.

  • 64 institutional investors held CapForce IBD 50 ETF (FFTY) as of Q4 2020, up from 61 in Q3 2020.
  • Funds reported $50.8M of CapForce IBD 50 ETF stock for Q4 2020, up 9.6% quarter-over-quarter.
  • 14 funds opened new CapForce IBD 50 ETF positions in Q4 2020 and 10 closed out, a net change of +4 holders.
  • The largest CapForce IBD 50 ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $1.83M added.
  • The largest CapForce IBD 50 ETF seller in Q4 2020 was Osaic Holdings, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2020.