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Formidable ETF
FORH

2 hedge funds and large institutions have $30M invested in Formidable ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

6% less capital inflows, than outflows

Capital inflows: $127K | Capital outflows: $134K

14.9% less ownership

Funds ownership: 109.84% → 94.93% (-15%)

60% less funds holding

Funds holding: 5 → 2 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
2
Holders Change
-3
Holders Change %
-60%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
1
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Formidable Asset Management
Formidable Asset Management
Ohio
+$127K

Top Sellers

Rank Fund Capital Flow
1
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
-$61.3K
2
Bartlett & Co
Bartlett & Co
Ohio
-$61K
3
UBS Group
UBS Group
Switzerland
-$9.7K
4
Bank of America
Bank of America
North Carolina
-$2.45K

FORH Hedge Fund Activity: Q1 2023 in Review

2 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q1 2023, worth a combined $30M — up 1.8% from $29.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FORH and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Formidable Asset Management, adding an estimated $127K. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $61.3K sold.

  • 2 institutional investors held Formidable ETF (FORH) as of Q1 2023, down from 5 in Q4 2022.
  • Funds reported $30M of Formidable ETF stock for Q1 2023, up 1.8% quarter-over-quarter.
  • 0 funds opened new Formidable ETF positions in Q1 2023 and 3 closed out, a net change of -3 holders.
  • The largest Formidable ETF buyer in Q1 2023 was Formidable Asset Management, an estimated $127K added.
  • The largest Formidable ETF seller in Q1 2023 was Bartlett & Co Wealth Management, an estimated $61.3K sold.

Based on aggregated 13F filings for Q1 2023.