CapForce IBD 50 ETF
FFTY
81 hedge funds and large institutions have $85.2M invested in CapForce IBD 50 ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
16% more funds holding
Funds holding: 70 → 81 (+11)
0.05% less ownership
Funds ownership: 27.08% → 27.03% (-0.05%)
7% less capital invested
Capital invested by funds: $91.9M → $85.2M (-$6.62M)
30% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 30
82% less call options, than puts
Call options by funds: $178K | Put options by funds: $1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$1.06M |
| 2 |
CCMW
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
+$478K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$461K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$340K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.39M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.71M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.97M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.83M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWM
76
Total Clarity Wealth Management
St. Charles,
Illinois
| $5K | +$6.5K | +192 | New |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
TFS
78
TrustCore Financial Services
Brentwood,
Tennessee
| $4K | – | – | – |
|
|
AF
79
Advisornet Financial
Minnetonka,
Minnesota
| $4K | +$3.59K | +106 | New |
|
|
PP
80
Pacifica Partners
Surrey,
Canada
| $3K | +$3.38K | +100 | New |
|
|
SPIA
81
Steward Partners Investment Advisory
New York
| $2K | -$2.54K | -75 | -52% |
|
|
DAM
82
Deltec Asset Management
New York
| – | -$1.55M | -48,000 | Closed |
|
|
AI
83
Atria Investments
Charlotte,
North Carolina
| – | -$468K | -14,504 | Closed |
|
|
TC
84
Telemus Capital
Southfield,
Michigan
| – | -$323K | -10,000 | Closed |
|
|
NA
85
NewEdge Advisors
New Orleans,
Louisiana
| – | -$251K | -7,776 | Closed |
|
86
Fidelity Investments
Boston,
Massachusetts
| – | -$10K | -325 | Closed |
|
87
Citigroup
New York
| – | -$1K | -29 | Closed |
|
FFTY Hedge Fund Activity: Q4 2019 in Review
81 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CapForce IBD 50 ETF (FFTY) for Q4 2019, worth a combined $85.2M — down 7.2% from $91.9M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FFTY positions and 6 closed out — a net gain of 12 holders — while 21 added to existing stakes and 30 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $1.06M. The largest seller was Wells Fargo, cutting an estimated $4.39M.
- 81 institutional investors held CapForce IBD 50 ETF (FFTY) as of Q4 2019, up from 70 in Q3 2019.
- Funds reported $85.2M of CapForce IBD 50 ETF stock for Q4 2019, down 7.2% quarter-over-quarter.
- 18 funds opened new CapForce IBD 50 ETF positions in Q4 2019 and 6 closed out, a net change of +12 holders.
- The largest CapForce IBD 50 ETF buyer in Q4 2019 was HighTower Advisors, an estimated $1.06M added.
- The largest CapForce IBD 50 ETF seller in Q4 2019 was Wells Fargo, an estimated $4.39M sold.
Based on aggregated 13F filings for Q4 2019.