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HDRO

Defiance Next Gen H2 ETF
HDRO

Delisted

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

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20 hedge funds and large institutions have $2.05M invested in Defiance Next Gen H2 ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

9% less funds holding

Funds holding: 22 → 20 (-2)

14% less capital invested

Capital invested by funds: $2.39M → $2.05M (-$341K)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$246K
2
LPL Financial
LPL Financial
California
+$128K
3
Simplex Trading
Simplex Trading
Illinois
+$97.8K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$10.3K
5
Osaic Holdings
Osaic Holdings
Arizona
+$10K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$434K
2
Jane Street
Jane Street
New York
-$340K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$98.5K
4
UBS Group
UBS Group
Switzerland
-$36K
5
IA
IFP Advisors
Florida
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
1
Simplex Trading
Illinois
$824K +$97.8K +1,181 +13%
LPL Financial
2
LPL Financial
California
$702K +$128K +1,550 +21%
PCIA
3
Prime Capital Investment Advisors
Kansas
$232K +$246K +2,966 New
ASN
4
Advisory Services Network
Georgia
$85.2K – – –
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$71.8K – – –
Osaic Holdings
6
Osaic Holdings
Arizona
$40.2K +$10K +121 +30%
ST
7
Smithfield Trust
Pennsylvania
$20K – – –
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$19.5K +$10.3K +125 +100%
CWAF
9
Core Wealth Advisors (Florida)
Florida
$11.6K – – –
BWM
10
Baystate Wealth Management
Massachusetts
$9.85K – – –
PCFFS
11
Pacific Center for Financial Services
California
$6.44K +$6.79K +82 New
CWC
12
Carolinas Wealth Consulting
North Carolina
$4.89K – – –
CFFP
13
Center for Financial Planning
Michigan
$4.89K – – –
FFA
14
Farther Finance Advisors
California
$3.8K – – –
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.23K – – –
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$2.69K – – –
S
17
SignatureFD
Georgia
$2.07K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2K -$434K -5,246 -99%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.94K – – –
CG
20
Cutler Group
California
$1K +$2.07K +25 New
Jane Street
21
Jane Street
New York
– -$340K -4,523 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$98.5K -1,311 Closed
UBS Group
23
UBS Group
Switzerland
– -$36K -480 Closed
IA
24
IFP Advisors
Florida
– -$4K -15 Closed

HDRO Hedge Fund Activity: Q1 2023 in Review

20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Defiance Next Gen H2 ETF (HDRO) for Q1 2023, worth a combined $2.05M — down 14% from $2.39M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HDRO and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $246K. The largest seller was Royal Bank of Canada, cutting an estimated $434K.

  • 20 institutional investors held Defiance Next Gen H2 ETF (HDRO) as of Q1 2023, down from 22 in Q4 2022.
  • Funds reported $2.05M of Defiance Next Gen H2 ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 3 funds opened new Defiance Next Gen H2 ETF positions in Q1 2023 and 4 closed out, a net change of -1 holder.
  • The largest Defiance Next Gen H2 ETF buyer in Q1 2023 was Prime Capital Investment Advisors, an estimated $246K added.
  • The largest Defiance Next Gen H2 ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $434K sold.

Based on aggregated 13F filings for Q1 2023.