Jacob Forward ETF
JFWD
JFWD was delisted on the 20th of December, 2024.
2 hedge funds and large institutions have $168K invested in Jacob Forward ETF in 2023 Q2 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
229% more capital invested
Capital invested by funds: $51K → $168K (+$117K)
3.79% more ownership
Funds ownership: 1.75% → 5.54% (+3.8%)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
-$4.19K |
JFWD Hedge Fund Activity: Q2 2023 in Review
2 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q2 2023, worth a combined $168K — up 229% from $51K 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 1 added.
The largest buyer was Royal Bank of Canada, adding an estimated $108K. The largest seller was Fairfield Financial Advisors, exiting entirely with an estimated $4.19K sold.
- 2 institutional investors held Jacob Forward ETF (JFWD) as of Q2 2023, down from 3 in Q1 2023.
- Funds reported $168K of Jacob Forward ETF stock for Q2 2023, up 229% quarter-over-quarter.
- 0 funds opened new Jacob Forward ETF positions in Q2 2023 and 1 closed out, a net change of -1 holder.
- The largest Jacob Forward ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $108K added.
- The largest Jacob Forward ETF seller in Q2 2023 was Fairfield Financial Advisors, an estimated $4.19K sold.
Based on aggregated 13F filings for Q2 2023.