Formidable ETF
FORH
2 hedge funds and large institutions have $30.3M invested in Formidable ETF in 2023 Q2 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
1% more capital invested
Capital invested by funds: $30M → $30.3M (+$249K)
0.73% more ownership
Funds ownership: 94.93% → 95.67% (+0.73%)
0% more funds holding
Funds holding: 2 → 2 (0)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$690K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Formidable Asset Management
Cincinnati,
Ohio
| $30.3M | +$690K | +29,299 | +2% |
|
|
2
UBS Group
Zurich,
Switzerland
| $70 | -$9.35K | -397 | -99% |
|
FORH Hedge Fund Activity: Q2 2023 in Review
2 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q2 2023, worth a combined $30.3M — up 0.83% from $30M a quarter earlier.
Fund positioning in FORH was balanced in Q2 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Formidable Asset Management, adding an estimated $690K. The largest seller was UBS Group, cutting an estimated $9.35K.
- 2 institutional investors held Formidable ETF (FORH) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $30.3M of Formidable ETF stock for Q2 2023, up 0.83% quarter-over-quarter.
- 0 funds opened new Formidable ETF positions in Q2 2023 and 0 closed out.
- The largest Formidable ETF buyer in Q2 2023 was Formidable Asset Management, an estimated $690K added.
- The largest Formidable ETF seller in Q2 2023 was UBS Group, an estimated $9.35K sold.
Based on aggregated 13F filings for Q2 2023.