Defiance Hotel, Airline, and Cruise ETF
CRUZ
CRUZ was delisted on the 28th of April, 2025.
24 hedge funds and large institutions have $31M invested in Defiance Hotel, Airline, and Cruise ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $31.3M → $31M (-$217K)
8% less funds holding
Funds holding: 26 → 24 (-2)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$927K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$382K |
| 3 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$288K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$274K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.97M |
| 2 |
SG
StoneX Group
New York
|
-$1.77M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$975K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$395K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
26
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$1.97M | -101,396 | Closed |
|
|
CW
27
CreativeOne Wealth
Overland Park,
Kansas
| – | -$395K | -24,600 | Closed |
|
28
JP Morgan Chase
New York
| – | -$19K | -1,191 | Closed |
|
CRUZ Hedge Fund Activity: Q1 2023 in Review
24 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Defiance Hotel, Airline, and Cruise ETF (CRUZ) for Q1 2023, worth a combined $31M — down 0.69% from $31.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CRUZ and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $927K. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $1.97M sold.
- 24 institutional investors held Defiance Hotel, Airline, and Cruise ETF (CRUZ) as of Q1 2023, down from 26 in Q4 2022.
- Funds reported $31M of Defiance Hotel, Airline, and Cruise ETF stock for Q1 2023, down 0.69% quarter-over-quarter.
- 2 funds opened new Defiance Hotel, Airline, and Cruise ETF positions in Q1 2023 and 4 closed out, a net change of -2 holders.
- The largest Defiance Hotel, Airline, and Cruise ETF buyer in Q1 2023 was Jane Street, an estimated $927K added.
- The largest Defiance Hotel, Airline, and Cruise ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q1 2023.