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JFWD

Jacob Forward ETF

Delisted

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

3 hedge funds and large institutions have $316K invested in Jacob Forward ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $168K → $316K (+$148K)

50% more funds holding

Funds holding: 23 (+1)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$232K +$106K +12,215 +67%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$83.6K +$95.1K +10,933 New
EWA
3
EverSource Wealth Advisors
Alabama
$765

JFWD Hedge Fund Activity: Q3 2023 in Review

3 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q3 2023, worth a combined $316K — up 88% from $168K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new JFWD positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $106K.

  • 3 institutional investors held Jacob Forward ETF (JFWD) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $316K of Jacob Forward ETF stock for Q3 2023, up 88% quarter-over-quarter.
  • 1 fund opened new Jacob Forward ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Jacob Forward ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $106K added.

Based on aggregated 13F filings for Q3 2023.