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Formidable ETF

3 hedge funds and large institutions have $25.6M invested in Formidable ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 13 (+2)

3% more capital invested

Capital invested by funds: $24.9M → $25.6M (+$712K)

0.05% more ownership

Funds ownership: 95.91%95.96% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
3
Holders Change
+2
Holders Change %
+200%
% 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
2
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$25.5M +$589K +24,414 +2%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$56.4K +$59.2K +2,455 New
BC
3
Bartlett & Co
Ohio
$56K +$59.2K +2,455 New

FORH Hedge Fund Activity: Q3 2022 in Review

3 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q3 2022, worth a combined $25.6M — up 2.9% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FORH positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Formidable Asset Management, adding an estimated $589K.

  • 3 institutional investors held Formidable ETF (FORH) as of Q3 2022, up from 1 in Q2 2022.
  • Funds reported $25.6M of Formidable ETF stock for Q3 2022, up 2.9% quarter-over-quarter.
  • 2 funds opened new Formidable ETF positions in Q3 2022 and 0 closed out, a net change of +2 holders.
  • The largest Formidable ETF buyer in Q3 2022 was Formidable Asset Management, an estimated $589K added.

Based on aggregated 13F filings for Q3 2022.