Formidable ETF
FORH
2 hedge funds and large institutions have $25.7M invested in Formidable ETF in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
10% more capital invested
Capital invested by funds: $23.3M → $25.7M (+$2.42M)
3.5% more ownership
Funds ownership: 95.14% → 98.64% (+3.5%)
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
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$62K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Formidable Asset Management
Cincinnati,
Ohio
| $25.7M | +$1.41M | +56,828 | +6% |
|
|
2
UBS Group
Zurich,
Switzerland
| $1K | -$7.43K | -300 | -86% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| – | -$62K | -2,500 | Closed |
|
FORH Hedge Fund Activity: Q1 2022 in Review
2 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q1 2022, worth a combined $25.7M — up 10% from $23.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of FORH and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Formidable Asset Management, adding an estimated $1.41M. The largest seller was Osaic Holdings, exiting entirely with an estimated $62K sold.
- 2 institutional investors held Formidable ETF (FORH) as of Q1 2022, down from 3 in Q4 2021.
- Funds reported $25.7M of Formidable ETF stock for Q1 2022, up 10% quarter-over-quarter.
- 0 funds opened new Formidable ETF positions in Q1 2022 and 1 closed out, a net change of -1 holder.
- The largest Formidable ETF buyer in Q1 2022 was Formidable Asset Management, an estimated $1.41M added.
- The largest Formidable ETF seller in Q1 2022 was Osaic Holdings, an estimated $62K sold.
Based on aggregated 13F filings for Q1 2022.