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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 $92.7K invested in Jacob Forward ETF in 2022 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

37% less capital invested

Capital invested by funds: $147K → $92.7K (-$54.8K)

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.27K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$47.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72K -$47.5K -5,766 -38%
UBS Group
2
UBS Group
Switzerland
$15.9K +$5.27K +639 +45%
FFA
3
Fairfield Financial Advisors
Massachusetts
$3.99K – – –
EWA
4
EverSource Wealth Advisors
Alabama
$774 – – –

JFWD Hedge Fund Activity: Q4 2022 in Review

4 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q4 2022, worth a combined $92.7K — down 37% from $147K a quarter earlier.

Fund positioning in JFWD was balanced in Q4 2022: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, adding an estimated $5.27K. The largest seller was Royal Bank of Canada, cutting an estimated $47.5K.

  • 4 institutional investors held Jacob Forward ETF (JFWD) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $92.7K of Jacob Forward ETF stock for Q4 2022, down 37% quarter-over-quarter.
  • 0 funds opened new Jacob Forward ETF positions in Q4 2022 and 0 closed out.
  • The largest Jacob Forward ETF buyer in Q4 2022 was UBS Group, an estimated $5.27K added.
  • The largest Jacob Forward ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $47.5K sold.

Based on aggregated 13F filings for Q4 2022.