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JFWD

Jacob Forward ETF
JFWD

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

229% more capital invested

Capital invested by funds: $51K → $168K (+$117K)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
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
+$108K

Top Sellers

Rank Fund Capital Flow
1
FFA
Fairfield Financial Advisors
Massachusetts
-$4.19K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$167K +$108K +12,665 +229%
EWA
2
EverSource Wealth Advisors
Alabama
$920 – – –
FFA
3
Fairfield Financial Advisors
Massachusetts
– -$4.19K -515 Closed

JFWD Hedge Fund Activity: Q2 2023 in Review

2 of the 6,371 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.