We are live on ! Find out more
JFWD

Jacob Forward ETF
JFWD

Delisted

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

Back to rankings

4 hedge funds and large institutions have $184K invested in Jacob Forward ETF in 2022 Q1 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

33% more funds holding

Funds holding: 3 → 4 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

6% less capital invested

Capital invested by funds: $195K → $184K (-$10.8K)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.1K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.92K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$152K +$33.1K +2,350 +28%
UBS Group
2
UBS Group
Switzerland
$24K -$8.92K -634 -27%
FFA
3
Fairfield Financial Advisors
Massachusetts
$7.25K +$7.24K +515 New
EWA
4
EverSource Wealth Advisors
Alabama
$1K – – –

JFWD Hedge Fund Activity: Q1 2022 in Review

4 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q1 2022, worth a combined $184K — down 5.5% from $195K 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 Royal Bank of Canada, adding an estimated $33.1K. The largest seller was UBS Group, cutting an estimated $8.92K.

  • 4 institutional investors held Jacob Forward ETF (JFWD) as of Q1 2022, up from 3 in Q4 2021.
  • Funds reported $184K of Jacob Forward ETF stock for Q1 2022, down 5.5% quarter-over-quarter.
  • 1 fund opened new Jacob Forward ETF positions in Q1 2022 and 0 closed out, a net change of +1 holder.
  • The largest Jacob Forward ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $33.1K added.
  • The largest Jacob Forward ETF seller in Q1 2022 was UBS Group, an estimated $8.92K sold.

Based on aggregated 13F filings for Q1 2022.