Formidable ETF
FORH
4 hedge funds and large institutions have $27.2M invested in Formidable ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $27.9M → $27.2M (-$665K)
1.37% less ownership
Funds ownership: 97.51% → 96.14% (-1.4%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$395K |
| 2 |
JP Morgan Chase
New York
|
+$280K |
| 3 |
Morgan Stanley
New York
|
+$28.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$2.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$983 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Formidable Asset Management
Cincinnati,
Ohio
| $26.5M | -$2.8M | -126,098 | -10% |
|
|
GS
2
GTS Securities
New York
| $420K | +$395K | +17,795 | New |
|
|
3
JP Morgan Chase
New York
| $298K | +$280K | +12,630 | New |
|
|
4
Morgan Stanley
New York
| $30.7K | +$28.8K | +1,300 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$983 | -44 | Closed |
|
FORH Hedge Fund Activity: Q1 2024 in Review
4 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q1 2024, worth a combined $27.2M — down 2.4% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FORH positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $395K. The largest seller was Formidable Asset Management, cutting an estimated $2.8M.
- 4 institutional investors held Formidable ETF (FORH) as of Q1 2024, up from 2 in Q4 2023.
- Funds reported $27.2M of Formidable ETF stock for Q1 2024, down 2.4% quarter-over-quarter.
- 3 funds opened new Formidable ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Formidable ETF buyer in Q1 2024 was GTS Securities, an estimated $395K added.
- The largest Formidable ETF seller in Q1 2024 was Formidable Asset Management, an estimated $2.8M sold.
Based on aggregated 13F filings for Q1 2024.