We are live on ! Find out more
FFTY icon

CapForce IBD 50 ETF

47 hedge funds and large institutions have $20M invested in CapForce IBD 50 ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $215K | Put options by funds: $90K

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

3% less capital invested

Capital invested by funds: $20.6M → $20M (-$667K)

1.04% less ownership

Funds ownership: 26.2%25.17% (-1%)

4% less funds holding

Funds holding: 4947 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
12
Closed
9
Calls
$215K
Puts
$90K
Net Calls
+$125K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1
Chicago Partners Investment Group
Illinois
$4.08M +$39.8K +1,733 +1%
LWM
2
LJI Wealth Management
Indiana
$3.83M +$99.1K +4,312 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.14M +$494K +21,507 +31%
SFS
4
Sowell Financial Services
Arkansas
$1.35M -$76.8K -3,342 -6%
LPL Financial
5
LPL Financial
California
$1.05M -$179K -7,790 -15%
Wells Fargo
6
Wells Fargo
California
$663K +$82.9K +3,611 +15%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$658K +$6.78K +295 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$620K +$240K +10,460 +66%
IWM
9
IHT Wealth Management
Illinois
$598K +$68.6K +2,985 +13%
TDC
10
Thompson Davis & Co
Virginia
$575K +$5.74K +250 +1%
RJA
11
Raymond James & Associates
Florida
$560K +$204K +8,878 +60%
TRCT
12
Tower Research Capital (TRC)
New York
$551K -$293K -12,767 -35%
DADC
13
D.A. Davidson & Co
Montana
$400K -$289K -12,573 -43%
UBS Group
14
UBS Group
Switzerland
$382K -$23.4K -1,017 -6%
Marshall Wace
15
Marshall Wace
United Kingdom
$359K +$6.89K +300 +2%
PWM
16
Purus Wealth Management
California
$288K -$3.54K -154 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$266K -$17.4K -759 -6%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$258K +$250K +10,900 New
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$238K
AFS
20
AFG Fiduciary Services
Massachusetts
$226K +$4.59K +200 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$201K +$195K +8,506 New
Morgan Stanley
22
Morgan Stanley
New York
$140K -$9.19K -400 -6%
Bank of America
23
Bank of America
North Carolina
$118K +$36.9K +1,608 +48%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$69.2K +$2.53K +110 +4%
AIP
25
Ahrens Investment Partners
Louisiana
$51.9K +$50.4K +2,195 New

FFTY Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CapForce IBD 50 ETF (FFTY) for Q1 2023, worth a combined $20M — down 3.2% from $20.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FFTY and 7 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 17 added.

The largest buyer was Osaic Holdings, adding an estimated $494K. The largest seller was Citadel Advisors, cutting an estimated $1.52M.

  • 47 institutional investors held CapForce IBD 50 ETF (FFTY) as of Q1 2023, down from 49 in Q4 2022.
  • Funds reported $20M of CapForce IBD 50 ETF stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 7 funds opened new CapForce IBD 50 ETF positions in Q1 2023 and 9 closed out, a net change of -2 holders.
  • The largest CapForce IBD 50 ETF buyer in Q1 2023 was Osaic Holdings, an estimated $494K added.
  • The largest CapForce IBD 50 ETF seller in Q1 2023 was Citadel Advisors, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2023.