Defiance Hotel, Airline, and Cruise ETF
CRUZ
CRUZ was delisted on the 28th of April, 2025.
25 hedge funds and large institutions have $8.33M invested in Defiance Hotel, Airline, and Cruise ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
19% more funds holding
Funds holding: 21 → 25 (+4)
2.26% less ownership
Funds ownership: 22.98% → 20.72% (-2.3%)
26% less capital invested
Capital invested by funds: $11.3M → $8.33M (-$2.97M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.78M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$810K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$741K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$5.22M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$519K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$308K |
| 4 |
GIM
Grassi Investment Management
Santa Clara,
California
|
-$296K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$118K |
CRUZ Hedge Fund Activity: Q3 2023 in Review
25 of the 6,312 institutional investors tracked by Wall St. Rank reported a position in Defiance Hotel, Airline, and Cruise ETF (CRUZ) for Q3 2023, worth a combined $8.33M — down 26% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CRUZ positions and 4 closed out — a net gain of 4 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.78M. The largest seller was Kestra Private Wealth Services, cutting an estimated $5.22M.
- 25 institutional investors held Defiance Hotel, Airline, and Cruise ETF (CRUZ) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $8.33M of Defiance Hotel, Airline, and Cruise ETF stock for Q3 2023, down 26% quarter-over-quarter.
- 8 funds opened new Defiance Hotel, Airline, and Cruise ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
- The largest Defiance Hotel, Airline, and Cruise ETF buyer in Q3 2023 was Jane Street, an estimated $1.78M added.
- The largest Defiance Hotel, Airline, and Cruise ETF seller in Q3 2023 was Kestra Private Wealth Services, an estimated $5.22M sold.
Based on aggregated 13F filings for Q3 2023.