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JFWD

Jacob Forward ETF
JFWD

Delisted

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

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5 hedge funds and large institutions have $82.2K invested in Jacob Forward ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 4 → 5 (+1)

55% less capital invested

Capital invested by funds: $184K → $82.2K (-$102K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BONH
Bank of New Hampshire
New Hampshire
+$5.88K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$29.5K
2
UBS Group
UBS Group
Switzerland
-$8.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$65K -$29.5K -2,835 -26%
UBS Group
2
UBS Group
Switzerland
$7K -$8.5K -816 -47%
BONH
3
Bank of New Hampshire
New Hampshire
$5K +$5.88K +565 New
FFA
4
Fairfield Financial Advisors
Massachusetts
$4.21K – – –
EWA
5
EverSource Wealth Advisors
Alabama
$1K – – –

JFWD Hedge Fund Activity: Q2 2022 in Review

5 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q2 2022, worth a combined $82.2K — down 55% from $184K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new JFWD positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Bank of New Hampshire, opening a new position worth an estimated $5.88K. The largest seller was Royal Bank of Canada, cutting an estimated $29.5K.

  • 5 institutional investors held Jacob Forward ETF (JFWD) as of Q2 2022, up from 4 in Q1 2022.
  • Funds reported $82.2K of Jacob Forward ETF stock for Q2 2022, down 55% quarter-over-quarter.
  • 1 fund opened new Jacob Forward ETF positions in Q2 2022 and 0 closed out, a net change of +1 holder.
  • The largest Jacob Forward ETF buyer in Q2 2022 was Bank of New Hampshire, an estimated $5.88K added.
  • The largest Jacob Forward ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $29.5K sold.

Based on aggregated 13F filings for Q2 2022.