Formidable ETF
FORH
2 hedge funds and large institutions have $27.9M invested in Formidable ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.35% less ownership
Funds ownership: 97.85% → 97.51% (-0.35%)
2% less capital invested
Capital invested by funds: $28.6M → $27.9M (-$705K)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$703K |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$449K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Formidable Asset Management
Cincinnati,
Ohio
| $27.9M | -$449K | -20,376 | -2% |
|
|
2
UBS Group
Zurich,
Switzerland
| $983 | -$21.4K | -973 | -96% |
|
|
GS
3
GTS Securities
New York
| – | -$703K | -32,012 | Closed |
|
FORH Hedge Fund Activity: Q4 2023 in Review
2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q4 2023, worth a combined $27.9M — down 2.5% from $28.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of FORH and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest seller was GTS Securities, exiting entirely with an estimated $703K sold.
- 2 institutional investors held Formidable ETF (FORH) as of Q4 2023, down from 3 in Q3 2023.
- Funds reported $27.9M of Formidable ETF stock for Q4 2023, down 2.5% quarter-over-quarter.
- 0 funds opened new Formidable ETF positions in Q4 2023 and 1 closed out, a net change of -1 holder.
- The largest Formidable ETF seller in Q4 2023 was GTS Securities, an estimated $703K sold.
Based on aggregated 13F filings for Q4 2023.