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JFWD

Jacob Forward ETF
JFWD

Delisted

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

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4 hedge funds and large institutions have $147K invested in Jacob Forward ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $82.2K → $147K (+$65.2K)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$66.5K
2
UBS Group
UBS Group
Switzerland
+$4.79K

Top Sellers

Rank Fund Capital Flow
1
BONH
Bank of New Hampshire
New Hampshire
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$130K +$66.5K +7,081 +89%
UBS Group
2
UBS Group
Switzerland
$12K +$4.79K +510 +56%
FFA
3
Fairfield Financial Advisors
Massachusetts
$4.44K – – –
EWA
4
EverSource Wealth Advisors
Alabama
$1K – – –
BONH
5
Bank of New Hampshire
New Hampshire
– -$5K -565 Closed

JFWD Hedge Fund Activity: Q3 2022 in Review

4 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q3 2022, worth a combined $147K — up 79% from $82.2K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of JFWD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Royal Bank of Canada, adding an estimated $66.5K. The largest seller was Bank of New Hampshire, exiting entirely with an estimated $5K sold.

  • 4 institutional investors held Jacob Forward ETF (JFWD) as of Q3 2022, down from 5 in Q2 2022.
  • Funds reported $147K of Jacob Forward ETF stock for Q3 2022, up 79% quarter-over-quarter.
  • 0 funds opened new Jacob Forward ETF positions in Q3 2022 and 1 closed out, a net change of -1 holder.
  • The largest Jacob Forward ETF buyer in Q3 2022 was Royal Bank of Canada, an estimated $66.5K added.
  • The largest Jacob Forward ETF seller in Q3 2022 was Bank of New Hampshire, an estimated $5K sold.

Based on aggregated 13F filings for Q3 2022.