Jacob Forward ETF
JFWD
JFWD was delisted on the 20th of December, 2024.
3 hedge funds and large institutions have $138K invested in Jacob Forward ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
25% less funds holding
Funds holding: 4 → 3 (-1)
55% less capital invested
Capital invested by funds: $307K → $138K (-$169K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.67K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $131K | +$1.91K | +184 | +2% |
|
|
2
UBS Group
Zurich,
Switzerland
| $5.92K | +$5.67K | +548 | +54,800% |
|
|
EWA
3
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.08K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$186K | -18,529 | Closed |
|
JFWD Hedge Fund Activity: Q3 2024 in Review
3 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Jacob Forward ETF (JFWD) for Q3 2024, worth a combined $138K — down 55% from $307K 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 2 added.
The largest buyer was UBS Group, adding an estimated $5.67K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $186K sold.
- 3 institutional investors held Jacob Forward ETF (JFWD) as of Q3 2024, down from 4 in Q2 2024.
- Funds reported $138K of Jacob Forward ETF stock for Q3 2024, down 55% quarter-over-quarter.
- 0 funds opened new Jacob Forward ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
- The largest Jacob Forward ETF buyer in Q3 2024 was UBS Group, an estimated $5.67K added.
- The largest Jacob Forward ETF seller in Q3 2024 was Susquehanna International Group, an estimated $186K sold.
Based on aggregated 13F filings for Q3 2024.