Formidable Fortress ETF
KONG
5 hedge funds and large institutions have $23.1M invested in Formidable Fortress ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding
Funds holding: 5 → 5 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1% less capital invested
Capital invested by funds: $23.3M → $23.1M (-$249K)
5.89% less ownership
Funds ownership: 98.92% → 93.03% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$149K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10.5K |
| 3 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$7.26K |
| 4 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$7.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$1.13M |
| 2 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Formidable Asset Management
Cincinnati,
Ohio
| $22.2M | -$1.13M | -47,980 | -5% |
|
|
2
Citadel Advisors
Miami,
Florida
| $465K | +$149K | +6,362 | +48% |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $174K | +$7.26K | +309 | +4% |
|
|
BC
4
Bartlett & Co
Cincinnati,
Ohio
| $174K | +$7.26K | +309 | +4% |
|
|
5
UBS Group
Zurich,
Switzerland
| $10.6K | +$10.5K | +449 | New |
|
|
AA
6
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$33K | -1,500 | Closed |
|
KONG Hedge Fund Activity: Q4 2022 in Review
5 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Formidable Fortress ETF (KONG) for Q4 2022, worth a combined $23.1M — down 1.1% from $23.3M a quarter earlier.
Fund positioning in KONG was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $149K. The largest seller was Formidable Asset Management, cutting an estimated $1.13M.
- 5 institutional investors held Formidable Fortress ETF (KONG) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $23.1M of Formidable Fortress ETF stock for Q4 2022, down 1.1% quarter-over-quarter.
- 1 fund opened new Formidable Fortress ETF positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest Formidable Fortress ETF buyer in Q4 2022 was Citadel Advisors, an estimated $149K added.
- The largest Formidable Fortress ETF seller in Q4 2022 was Formidable Asset Management, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2022.