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Formidable ETF
FORH

5 hedge funds and large institutions have $29.5M invested in Formidable ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 3 → 5 (+2)

15% more capital invested

Capital invested by funds: $25.6M → $29.5M (+$3.93M)

13.87% more ownership

Funds ownership: 95.96% → 109.84% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$4.25M
2
UBS Group
UBS Group
Switzerland
+$19.2K
3
BC
Bartlett & Co
Ohio
+$4K
4
BCWM
Bartlett & Co Wealth Management
Ohio
+$4K
5
Bank of America
Bank of America
North Carolina
+$2.52K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$29.4M +$4.25M +177,512 +16%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$61.3K +$4K +167 +7%
BC
3
Bartlett & Co
Ohio
$61K +$4K +167 +7%
UBS Group
4
UBS Group
Switzerland
$18.7K +$19.2K +800 New
Bank of America
5
Bank of America
North Carolina
$2.45K +$2.52K +105 New

FORH Hedge Fund Activity: Q4 2022 in Review

5 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q4 2022, worth a combined $29.5M — up 15% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FORH positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Formidable Asset Management, adding an estimated $4.25M.

  • 5 institutional investors held Formidable ETF (FORH) as of Q4 2022, up from 3 in Q3 2022.
  • Funds reported $29.5M of Formidable ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 2 funds opened new Formidable ETF positions in Q4 2022 and 0 closed out, a net change of +2 holders.
  • The largest Formidable ETF buyer in Q4 2022 was Formidable Asset Management, an estimated $4.25M added.

Based on aggregated 13F filings for Q4 2022.