We are live on ! Find out more
FORH icon

Formidable ETF
FORH

3 hedge funds and large institutions have $21.8M invested in Formidable ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

1.28% more ownership

Funds ownership: 94.44% → 95.72% (+1.3%)

4% more capital invested

Capital invested by funds: $21M → $21.8M (+$806K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$1.25M
2
Citadel Advisors
Citadel Advisors
Florida
+$240K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$11.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$21.6M +$1.25M +50,182 +6%
Citadel Advisors
2
Citadel Advisors
Florida
$233K +$240K +9,689 New
UBS Group
3
UBS Group
Switzerland
$1K -$11.2K -450 -93%

FORH Hedge Fund Activity: Q3 2021 in Review

3 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q3 2021, worth a combined $21.8M — up 3.8% from $21M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new FORH positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Formidable Asset Management, adding an estimated $1.25M. The largest seller was UBS Group, cutting an estimated $11.2K.

  • 3 institutional investors held Formidable ETF (FORH) as of Q3 2021, up from 2 in Q2 2021.
  • Funds reported $21.8M of Formidable ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 1 fund opened new Formidable ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
  • The largest Formidable ETF buyer in Q3 2021 was Formidable Asset Management, an estimated $1.25M added.
  • The largest Formidable ETF seller in Q3 2021 was UBS Group, an estimated $11.2K sold.

Based on aggregated 13F filings for Q3 2021.