We are live on ! Find out more
JFWD

Jacob Forward ETF

Delisted

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

2 hedge funds and large institutions have $53K invested in Jacob Forward ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% less funds holding

Funds holding: 32 (-1)

83% less capital invested

Capital invested by funds: $316K → $53K (-$263K)

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
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
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52K -$209K -25,430 -84%
EWA
2
EverSource Wealth Advisors
Alabama
$1.04K
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
-$83.6K -10,933 Closed

JFWD Hedge Fund Activity: Q4 2023 in Review

2 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q4 2023, worth a combined $53K — down 83% from $316K 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 $209K.

  • 2 institutional investors held Jacob Forward ETF (JFWD) as of Q4 2023, down from 3 in Q3 2023.
  • Funds reported $53K of Jacob Forward ETF stock for Q4 2023, down 83% quarter-over-quarter.
  • 0 funds opened new Jacob Forward ETF positions in Q4 2023 and 1 closed out, a net change of -1 holder.
  • The largest Jacob Forward ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $209K sold.

Based on aggregated 13F filings for Q4 2023.