Defiance Hotel, Airline, and Cruise ETF
CRUZ
CRUZ was delisted on the 28th of April, 2025.
26 hedge funds and large institutions have $31.3M invested in Defiance Hotel, Airline, and Cruise ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
195% more capital invested
Capital invested by funds: $10.6M → $31.3M (+$20.7M)
30% more funds holding
Funds holding: 20 → 26 (+6)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$14.6M |
| 2 |
Jane Street
New York
|
+$2.42M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$515K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$111K |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$97.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$266K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$164K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$100K |
| 4 |
GIM
Grassi Investment Management
Santa Clara,
California
|
-$73.4K |
| 5 |
SG
StoneX Group
New York
|
-$60.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $1.86K | +$1.89K | +116 | New |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$164K | -11,652 | Closed |
|
CRUZ Hedge Fund Activity: Q4 2022 in Review
26 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Defiance Hotel, Airline, and Cruise ETF (CRUZ) for Q4 2022, worth a combined $31.3M — up 195% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CRUZ positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $14.6M. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $266K.
- 26 institutional investors held Defiance Hotel, Airline, and Cruise ETF (CRUZ) as of Q4 2022, up from 20 in Q3 2022.
- Funds reported $31.3M of Defiance Hotel, Airline, and Cruise ETF stock for Q4 2022, up 195% quarter-over-quarter.
- 7 funds opened new Defiance Hotel, Airline, and Cruise ETF positions in Q4 2022 and 1 closed out, a net change of +6 holders.
- The largest Defiance Hotel, Airline, and Cruise ETF buyer in Q4 2022 was J. Arnold Wealth Management, an estimated $14.6M added.
- The largest Defiance Hotel, Airline, and Cruise ETF seller in Q4 2022 was U.S. Capital Wealth Advisors, an estimated $266K sold.
Based on aggregated 13F filings for Q4 2022.