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CapForce IBD 50 ETF

19 hedge funds and large institutions have $14.3M invested in CapForce IBD 50 ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

59% more capital invested

Capital invested by funds: $9M → $14.3M (+$5.32M)

6% more funds holding

Funds holding: 1819 (+1)

2.58% less ownership

Funds ownership: 20.69%18.1% (-2.6%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.57M +$1.47M +49,776 +158%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M
Stifel Financial
3
Stifel Financial
Missouri
$1.93M +$88.5K +2,993 +5%
UBS Group
4
UBS Group
Switzerland
$1.64M +$385K +13,007 +34%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.61M +$1.51M +50,977 New
LPL Financial
6
LPL Financial
California
$882K +$196K +6,632 +31%
TDC
7
Thompson Davis & Co
Virginia
$761K
DADC
8
D.A. Davidson & Co
Montana
$611K +$62.4K +2,110 +12%
BCI
9
Brinker Capital Investments
Pennsylvania
$393K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$362K +$338K +11,435 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$293K -$410K -13,868 -60%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$267K -$17.8K -600 -7%
Wells Fargo
13
Wells Fargo
California
$264K
IA
14
IFP Advisors
Florida
$148K +$2.96K +100 +2%
Morgan Stanley
15
Morgan Stanley
New York
$33K -$8.49K -287 -22%
AG
16
Advisor Group
Arizona
$29K +$12.3K +415 +83%
ASN
17
Advisory Services Network
Georgia
$13K
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$7K
BFEC
19
Benjamin F. Edwards & Company
Missouri
$1K +$1.18K +40 New
SEI Investments
20
SEI Investments
Pennsylvania
-$11K -400 Closed

FFTY Hedge Fund Activity: Q3 2017 in Review

19 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CapForce IBD 50 ETF (FFTY) for Q3 2017, worth a combined $14.3M — up 59% from $9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FFTY positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.51M. The largest seller was Royal Bank of Canada, cutting an estimated $410K.

  • 19 institutional investors held CapForce IBD 50 ETF (FFTY) as of Q3 2017, up from 18 in Q2 2017.
  • Funds reported $14.3M of CapForce IBD 50 ETF stock for Q3 2017, up 59% quarter-over-quarter.
  • 3 funds opened new CapForce IBD 50 ETF positions in Q3 2017 and 1 closed out, a net change of +2 holders.
  • The largest CapForce IBD 50 ETF buyer in Q3 2017 was Raymond James Financial Services Advisors, an estimated $1.51M added.
  • The largest CapForce IBD 50 ETF seller in Q3 2017 was Royal Bank of Canada, an estimated $410K sold.

Based on aggregated 13F filings for Q3 2017.