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Formidable ETF
FORH

3 hedge funds and large institutions have $28.6M invested in Formidable ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

2.18% more ownership

Funds ownership: 95.67% → 97.85% (+2.2%)

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 invested

Capital invested by funds: $30.3M → $28.6M (-$1.71M)

Holders
3
Holders Change
+1
Holders Change %
+50%
% 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
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$743K
2
UBS Group
UBS Group
Switzerland
+$23.5K

Top Sellers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$27.9M -$536K -23,108 -2%
GS
2
GTS Securities
New York
$703K +$743K +32,012 New
UBS Group
3
UBS Group
Switzerland
$22.3K +$23.5K +1,014 +33,800%

FORH Hedge Fund Activity: Q3 2023 in Review

3 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q3 2023, worth a combined $28.6M — down 5.6% from $30.3M a quarter earlier.

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

The largest buyer was GTS Securities, opening a new position worth an estimated $743K. The largest seller was Formidable Asset Management, cutting an estimated $536K.

  • 3 institutional investors held Formidable ETF (FORH) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $28.6M of Formidable ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 1 fund opened new Formidable ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Formidable ETF buyer in Q3 2023 was GTS Securities, an estimated $743K added.
  • The largest Formidable ETF seller in Q3 2023 was Formidable Asset Management, an estimated $536K sold.

Based on aggregated 13F filings for Q3 2023.