Defiance Hotel, Airline, and Cruise ETF
CRUZ
CRUZ was delisted on the 28th of April, 2025.
24 hedge funds and large institutions have $11.6M invested in Defiance Hotel, Airline, and Cruise ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.
40% more capital invested
Capital invested by funds: $8.33M → $11.6M (+$3.31M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
4% less funds holding
Funds holding: 25 → 24 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.96M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$468K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$116K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$57.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$497K |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$125K |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$48.5K |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$48.5K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$41.9K |
CRUZ Hedge Fund Activity: Q4 2023 in Review
24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Defiance Hotel, Airline, and Cruise ETF (CRUZ) for Q4 2023, worth a combined $11.6M — up 40% from $8.33M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CRUZ and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, adding an estimated $1.96M. The largest seller was Citadel Advisors, cutting an estimated $497K.
- 24 institutional investors held Defiance Hotel, Airline, and Cruise ETF (CRUZ) as of Q4 2023, down from 25 in Q3 2023.
- Funds reported $11.6M of Defiance Hotel, Airline, and Cruise ETF stock for Q4 2023, up 40% quarter-over-quarter.
- 2 funds opened new Defiance Hotel, Airline, and Cruise ETF positions in Q4 2023 and 3 closed out, a net change of -1 holder.
- The largest Defiance Hotel, Airline, and Cruise ETF buyer in Q4 2023 was Jane Street, an estimated $1.96M added.
- The largest Defiance Hotel, Airline, and Cruise ETF seller in Q4 2023 was Citadel Advisors, an estimated $497K sold.
Based on aggregated 13F filings for Q4 2023.