Formidable Fortress ETF
KONG
2 hedge funds and large institutions have $21M invested in Formidable Fortress ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.
1.61% more ownership
Funds ownership: 92.02% → 93.63% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $22.7M → $21M (-$1.72M)
33% less funds holding
Funds holding: 3 → 2 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$21.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$1.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$242K |
| 3 |
Morgan Stanley
New York
|
-$29 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Formidable Asset Management
Cincinnati,
Ohio
| $21M | -$1.32M | -44,221 | -6% |
|
|
MCM
2
MAI Capital Management
Independence,
Ohio
| $20.6K | +$21.3K | +715 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| – | -$242K | -8,312 | Closed |
|
|
4
Morgan Stanley
New York
| – | -$29 | -1 | Closed |
|
KONG Hedge Fund Activity: Q4 2024 in Review
2 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Formidable Fortress ETF (KONG) for Q4 2024, worth a combined $21M — down 7.6% from $22.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of KONG and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $21.3K. The largest seller was Formidable Asset Management, cutting an estimated $1.32M.
- 2 institutional investors held Formidable Fortress ETF (KONG) as of Q4 2024, down from 3 in Q3 2024.
- Funds reported $21M of Formidable Fortress ETF stock for Q4 2024, down 7.6% quarter-over-quarter.
- 1 fund opened new Formidable Fortress ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest Formidable Fortress ETF buyer in Q4 2024 was MAI Capital Management, an estimated $21.3K added.
- The largest Formidable Fortress ETF seller in Q4 2024 was Formidable Asset Management, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2024.