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Formidable ETF
FORH

3 hedge funds and large institutions have $23.3M invested in Formidable ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $21.8M → $23.3M (+$1.48M)

0% more funds holding

Funds holding: 3 → 3 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.58% less ownership

Funds ownership: 95.72% → 95.14% (-0.58%)

Holders
3
Holders Change
–
Holders Change %
0%
% 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
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$735K
2
Osaic Holdings
Osaic Holdings
Arizona
+$61.5K
3
UBS Group
UBS Group
Switzerland
+$7.72K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$23.2M +$735K +29,902 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$62K +$61.5K +2,500 New
UBS Group
3
UBS Group
Switzerland
$9K +$7.72K +314 +872%
Citadel Advisors
4
Citadel Advisors
Florida
– -$233K -9,689 Closed

FORH Hedge Fund Activity: Q4 2021 in Review

3 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q4 2021, worth a combined $23.3M — up 6.8% from $21.8M a quarter earlier.

Fund positioning in FORH was balanced in Q4 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Formidable Asset Management, adding an estimated $735K. The largest seller was Citadel Advisors, exiting entirely with an estimated $233K sold.

  • 3 institutional investors held Formidable ETF (FORH) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $23.3M of Formidable ETF stock for Q4 2021, up 6.8% quarter-over-quarter.
  • 1 fund opened new Formidable ETF positions in Q4 2021 and 1 closed out, a net change of 0 holders.
  • The largest Formidable ETF buyer in Q4 2021 was Formidable Asset Management, an estimated $735K added.
  • The largest Formidable ETF seller in Q4 2021 was Citadel Advisors, an estimated $233K sold.

Based on aggregated 13F filings for Q4 2021.