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Formidable Fortress ETF

4 hedge funds and large institutions have $26.3M invested in Formidable Fortress ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding

Funds holding: 14 (+3)

2.9% more ownership

Funds ownership: 96.49%99.39% (+2.9%)

3% more capital invested

Capital invested by funds: $25.4M → $26.3M (+$848K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
+3
Holders Change %
+300%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
-$405K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$25.1M -$405K -15,816 -2%
GS
2
GTS Securities
New York
$810K +$823K +32,163 New
Citadel Advisors
3
Citadel Advisors
Florida
$353K +$358K +13,997 New
UBS Group
4
UBS Group
Switzerland
$2.52K +$2.56K +100 New

KONG Hedge Fund Activity: Q3 2023 in Review

4 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Formidable Fortress ETF (KONG) for Q3 2023, worth a combined $26.3M — up 3.3% from $25.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new KONG positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $823K. The largest seller was Formidable Asset Management, cutting an estimated $405K.

  • 4 institutional investors held Formidable Fortress ETF (KONG) as of Q3 2023, up from 1 in Q2 2023.
  • Funds reported $26.3M of Formidable Fortress ETF stock for Q3 2023, up 3.3% quarter-over-quarter.
  • 3 funds opened new Formidable Fortress ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest Formidable Fortress ETF buyer in Q3 2023 was GTS Securities, an estimated $823K added.
  • The largest Formidable Fortress ETF seller in Q3 2023 was Formidable Asset Management, an estimated $405K sold.

Based on aggregated 13F filings for Q3 2023.