We are live on ! Find out more
SPYT icon

Defiance S&P 500 Income Target ETF

19 hedge funds and large institutions have $9.58M invested in Defiance S&P 500 Income Target ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

36% more funds holding

Funds holding: 1419 (+5)

28% more capital invested

Capital invested by funds: $7.46M → $9.58M (+$2.12M)

1.48% more ownership

Funds ownership: 6.37%7.84% (+1.5%)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZI
1
ZEGA Investments
Florida
$2.19M -$735K -40,847 -25%
BIG
2
Brookwood Investment Group
Arizona
$2.07M +$732K +40,681 +52%
ASN
3
Advisory Services Network
Georgia
$1.85M +$1.91M +105,958 New
CAS
4
Coppell Advisory Solutions
Texas
$586K -$46.2K -2,569 -7%
RFW
5
Redwood Family Wealth
Texas
$564K +$580K +32,261 New
RWA
6
Redhawk Wealth Advisors
Minnesota
$497K +$26.2K +1,455 +5%
WWA
7
Wealth Watch Advisors
Colorado
$389K +$75K +4,167 +23%
PI
8
PFG Investments
New York
$350K +$360K +20,014 New
CA
9
CoreCap Advisors
Michigan
$307K +$316K +17,571 New
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$295K +$9.05K +503 +3%
AWA
11
Authentikos Wealth Advisory
California
$210K +$27K +1,500 +14%
CIA
12
Concurrent Investment Advisors
Florida
$207K -$1.22K -68 -0.6%
Osaic Holdings
13
Osaic Holdings
Arizona
$39.5K +$4.73K +263 +13%
Group One Trading
14
Group One Trading
Illinois
$11.6K +$10.2K +565 +565%
IAIM
15
International Assets Investment Management
Florida
$8.74K +$9K +500 New
ACA
16
Aptus Capital Advisors
Alabama
$6.26K -$198K -11,016 -97%
GWSA
17
Global Wealth Strategies & Associates
Colorado
$2.59K +$2.66K +148 New
EP
18
Essential Partners
California
$1.03K +$1.06K +59 New
Morgan Stanley
19
Morgan Stanley
New York
$26
Wells Fargo
20
Wells Fargo
California
$4
AF
21
Allworth Financial
California
$3
OAS
22
Optivise Advisory Services
Tennessee
-$506K -27,411 Closed
UBS Group
23
UBS Group
Switzerland
-$15.3K -827 Closed

SPYT Hedge Fund Activity: Q4 2025 in Review

19 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Defiance S&P 500 Income Target ETF (SPYT) for Q4 2025, worth a combined $9.58M — up 28% from $7.46M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPYT positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $1.91M. The largest seller was ZEGA Investments, cutting an estimated $735K.

  • 19 institutional investors held Defiance S&P 500 Income Target ETF (SPYT) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $9.58M of Defiance S&P 500 Income Target ETF stock for Q4 2025, up 28% quarter-over-quarter.
  • 7 funds opened new Defiance S&P 500 Income Target ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Defiance S&P 500 Income Target ETF buyer in Q4 2025 was Advisory Services Network, an estimated $1.91M added.
  • The largest Defiance S&P 500 Income Target ETF seller in Q4 2025 was ZEGA Investments, an estimated $735K sold.

Based on aggregated 13F filings for Q4 2025.