Formidable ETF
FORH
4 hedge funds and large institutions have $22.2M invested in Formidable ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 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)
1% less capital invested
Capital invested by funds: $22.4M → $22.2M (-$158K)
0.74% less ownership
Funds ownership: 93.53% → 92.79% (-0.74%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$48.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$1.01M |
| 2 |
GS
GTS Securities
New York
|
-$388K |
| 3 |
Jane Street
New York
|
-$292K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Formidable Asset Management
Cincinnati,
Ohio
| $21.7M | -$1.01M | -44,625 | -5% |
|
|
GS
2
GTS Securities
New York
| $385K | -$388K | -17,198 | -51% |
|
|
3
UBS Group
Zurich,
Switzerland
| $51K | +$48.4K | +2,146 | +4,292% |
|
4
Morgan Stanley
New York
| $30.2K | – | – | – |
|
|
5
Jane Street
New York
| – | -$292K | -13,410 | Closed |
|
FORH Hedge Fund Activity: Q3 2024 in Review
4 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Formidable ETF (FORH) for Q3 2024, worth a combined $22.2M — down 0.71% from $22.4M 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 1 added.
The largest buyer was UBS Group, adding an estimated $48.4K. The largest seller was Formidable Asset Management, cutting an estimated $1.01M.
- 4 institutional investors held Formidable ETF (FORH) as of Q3 2024, down from 5 in Q2 2024.
- Funds reported $22.2M of Formidable ETF stock for Q3 2024, down 0.71% quarter-over-quarter.
- 0 funds opened new Formidable ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
- The largest Formidable ETF buyer in Q3 2024 was UBS Group, an estimated $48.4K added.
- The largest Formidable ETF seller in Q3 2024 was Formidable Asset Management, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2024.