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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 $51K invested in Jacob Forward ETF in 2023 Q1 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% less funds holding

Funds holding: 4 → 3 (-1)

45% less capital invested

Capital invested by funds: $92.7K → $51K (-$41.6K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32K
2
UBS Group
UBS Group
Switzerland
-$15.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$46K -$32K -3,759 -40%
FFA
2
Fairfield Financial Advisors
Massachusetts
$4.19K – – –
EWA
3
EverSource Wealth Advisors
Alabama
$831 – – –
UBS Group
4
UBS Group
Switzerland
– -$15.9K -2,054 Closed

JFWD Hedge Fund Activity: Q1 2023 in Review

3 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q1 2023, worth a combined $51K — down 45% from $92.7K a quarter earlier.

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

The largest seller was Royal Bank of Canada, cutting an estimated $32K.

  • 3 institutional investors held Jacob Forward ETF (JFWD) as of Q1 2023, down from 4 in Q4 2022.
  • Funds reported $51K of Jacob Forward ETF stock for Q1 2023, down 45% quarter-over-quarter.
  • 0 funds opened new Jacob Forward ETF positions in Q1 2023 and 1 closed out, a net change of -1 holder.
  • The largest Jacob Forward ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $32K sold.

Based on aggregated 13F filings for Q1 2023.