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JFWD

Jacob Forward ETF
JFWD

Delisted

JFWD was delisted on the 20th of December, 2024.

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3 hedge funds and large institutions have $195K invested in Jacob Forward ETF in 2021 Q4 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)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

27% less capital invested

Capital invested by funds: $266K → $195K (-$71K)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$30K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$85.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$151K -$85.4K -4,315 -34%
UBS Group
2
UBS Group
Switzerland
$42K +$30K +1,516 +181%
EWA
3
EverSource Wealth Advisors
Alabama
$2K +$1.98K +100 New

JFWD Hedge Fund Activity: Q4 2021 in Review

3 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q4 2021, worth a combined $195K — down 27% from $266K a quarter earlier.

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

The largest buyer was UBS Group, adding an estimated $30K. The largest seller was Royal Bank of Canada, cutting an estimated $85.4K.

  • 3 institutional investors held Jacob Forward ETF (JFWD) as of Q4 2021, up from 2 in Q3 2021.
  • Funds reported $195K of Jacob Forward ETF stock for Q4 2021, down 27% quarter-over-quarter.
  • 1 fund opened new Jacob Forward ETF positions in Q4 2021 and 0 closed out, a net change of +1 holder.
  • The largest Jacob Forward ETF buyer in Q4 2021 was UBS Group, an estimated $30K added.
  • The largest Jacob Forward ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $85.4K sold.

Based on aggregated 13F filings for Q4 2021.