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CapForce IBD 50 ETF

58 hedge funds and large institutions have $30.7M invested in CapForce IBD 50 ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.62% less ownership

Funds ownership: 29.13%26.51% (-2.6%)

17% less funds holding

Funds holding: 7058 (-12)

41% less capital invested

Capital invested by funds: $51.7M → $30.7M (-$21M)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

71% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 17

Holders
58
Holders Change
-12
Holders Change %
-17.14%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
25
Closed
17
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$260K +$169K +5,268 +120%
SWP
27
Stratos Wealth Partners
Ohio
$237K +$4.82K +150 +2%
GIM
28
Grassi Investment Management
California
$236K -$82K -2,550 -22%
MML Investors Services
29
MML Investors Services
Massachusetts
$219K +$5.79K +180 +2%
APA
30
American Portfolios Advisors
New York
$167K -$45K -1,399 -18%
Morgan Stanley
31
Morgan Stanley
New York
$161K -$22.5K -700 -10%
TWM
32
Tradition Wealth Management
Minnesota
$77K -$897K -27,896 -91%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$77K -$2.15K -67 -2%
SWM
34
Selective Wealth Management
Virginia
$69K -$33.4K -1,040 -29%
AIP
35
Ahrens Investment Partners
Louisiana
$60K -$3.21K -100 -4%
ME
36
McIlrath & Eck
Washington
$57K
TFA
37
Toth Financial Advisory
Virginia
$54K
Bank of America
38
Bank of America
North Carolina
$53K +$5.56K +173 +10%
SIAP
39
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K -$45K -1,400 -54%
WT
40
Washington Trust
Rhode Island
$26K
BTI
41
Blue Trust Inc
Georgia
$20K +$16.6K +515 New
PB
42
Pinnacle Bancorp
Nebraska
$19K
GRP
43
Global Retirement Partners
California
$16K
SWM
44
Spire Wealth Management
Virginia
$16K
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$48.3K -1,501 -72%
BDWM
46
Brewin Dolphin Wealth Management
Ireland
$15K
FP
47
Financial Perspectives
Minnesota
$14.6K
JP Morgan Chase
48
JP Morgan Chase
New York
$12K +$14.9K +463 New
HWA
49
HHM Wealth Advisors
Tennessee
$10K
MCC
50
Money Concepts Capital
Florida
$9K -$57.9K -1,800 -84%

FFTY Hedge Fund Activity: Q2 2022 in Review

58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CapForce IBD 50 ETF (FFTY) for Q2 2022, worth a combined $30.7M — down 41% from $51.7M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FFTY and 5 opened new positions — a net loss of 12 holders — while 25 trimmed existing stakes and 12 added.

The largest buyer was Citadel Advisors, adding an estimated $1.66M. The largest seller was Advisory Services Network, exiting entirely with an estimated $1.65M sold.

  • 58 institutional investors held CapForce IBD 50 ETF (FFTY) as of Q2 2022, down from 70 in Q1 2022.
  • Funds reported $30.7M of CapForce IBD 50 ETF stock for Q2 2022, down 41% quarter-over-quarter.
  • 5 funds opened new CapForce IBD 50 ETF positions in Q2 2022 and 17 closed out, a net change of -12 holders.
  • The largest CapForce IBD 50 ETF buyer in Q2 2022 was Citadel Advisors, an estimated $1.66M added.
  • The largest CapForce IBD 50 ETF seller in Q2 2022 was Advisory Services Network, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2022.