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CRUZ

Defiance Hotel, Airline, and Cruise ETF
CRUZ

Delisted

CRUZ was delisted on the 28th of April, 2025.

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14 hedge funds and large institutions have $6.1M invested in Defiance Hotel, Airline, and Cruise ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

100% more funds holding

Funds holding: 7 → 14 (+7)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

10% less capital invested

Capital invested by funds: $6.76M → $6.1M (-$658K)

Holders
14
Holders Change
+7
Holders Change %
+100%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WP
WealthPLAN Partners
Nebraska
+$898K
2
CA
Cetera Advisors
Colorado
+$678K
3
HT
HAP Trading
New York
+$562K
4
UB
UMB Bank
Missouri
+$384K
5
UBS Group
UBS Group
Switzerland
+$109K

Top Sellers

Rank Fund Capital Flow
1
SCP
Silverleafe Capital Partners
Tennessee
-$2.72M
2
Citadel Advisors
Citadel Advisors
Florida
-$330K
3
SG
StoneX Group
New York
-$89.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1
StoneX Group
New York
$3.25M -$89.4K -4,116 -3%
WP
2
WealthPLAN Partners
Nebraska
$880K +$898K +41,346 New
CA
3
Cetera Advisors
Colorado
$663K +$678K +31,209 New
HT
4
HAP Trading
New York
$549K +$562K +25,868 New
UB
5
UMB Bank
Missouri
$375K +$384K +17,669 New
UBS Group
6
UBS Group
Switzerland
$223K +$109K +5,000 +91%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$42K +$43.4K +2,000 New
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K – – –
GWANC
9
Guardian Wealth Advisors (North Carolina)
North Carolina
$26K +$27.1K +1,247 New
SCA
10
Sandy Cove Advisors
Massachusetts
$24K +$24.8K +1,142 New
PP
11
PFS Partners
New Jersey
$18.6K +$19K +875 New
Osaic Holdings
12
Osaic Holdings
Arizona
$9K – – –
EVM
13
Eaton Vance Management
Massachusetts
$4K – – –
SCA
14
Snowden Capital Advisors
New York
$2K +$2.17K +100 New
SCP
15
Silverleafe Capital Partners
Tennessee
– -$2.72M -120,642 Closed
Citadel Advisors
16
Citadel Advisors
Florida
– -$330K -14,654 Closed

CRUZ Hedge Fund Activity: Q4 2021 in Review

14 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Defiance Hotel, Airline, and Cruise ETF (CRUZ) for Q4 2021, worth a combined $6.1M — down 9.7% from $6.76M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CRUZ positions and 2 closed out — a net gain of 7 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $898K. The largest seller was Silverleafe Capital Partners, exiting entirely with an estimated $2.72M sold.

  • 14 institutional investors held Defiance Hotel, Airline, and Cruise ETF (CRUZ) as of Q4 2021, up from 7 in Q3 2021.
  • Funds reported $6.1M of Defiance Hotel, Airline, and Cruise ETF stock for Q4 2021, down 9.7% quarter-over-quarter.
  • 9 funds opened new Defiance Hotel, Airline, and Cruise ETF positions in Q4 2021 and 2 closed out, a net change of +7 holders.
  • The largest Defiance Hotel, Airline, and Cruise ETF buyer in Q4 2021 was WealthPLAN Partners, an estimated $898K added.
  • The largest Defiance Hotel, Airline, and Cruise ETF seller in Q4 2021 was Silverleafe Capital Partners, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2021.