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UFOX

Defiance Space and Connective Tech ETF

181 hedge funds and large institutions have $163M invested in Defiance Space and Connective Tech ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,453% more call options, than puts

Call options by funds: $559K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

1% more funds holding

Funds holding: 179181 (+2)

0.06% more ownership

Funds ownership: 23.62%23.69% (+0.06%)

6% less capital invested

Capital invested by funds: $173M → $163M (-$10.3M)

73% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 88

Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
24
Reduced
88
Closed
18
Calls
$559K
Puts
$36K
Net Calls
+$523K
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.24M +$57.9K +1,919 +5%
SG
27
StoneX Group
New York
$1.22M -$20.6K -683 -2%
IA
28
IFP Advisors
Florida
$1.16M -$30.6K -1,014 -2%
WS
29
Wedbush Securities
California
$1.11M -$6.04K -200 -0.5%
TAM
30
Tocqueville Asset Management
New York
$1.1M +$1.12M +36,960 New
CA
31
Cetera Advisors
Colorado
$1.1M -$49.1K -1,627 -4%
Vontobel Holding
32
Vontobel Holding
Switzerland
$1.07M
HighTower Advisors
33
HighTower Advisors
Illinois
$1.05M -$37.1K -1,230 -3%
AWM
34
AE Wealth Management
Kansas
$1.04M -$134K -4,448 -11%
EIP
35
Ellis Investment Partners
Pennsylvania
$997K -$17.8K -591 -2%
Wells Fargo
36
Wells Fargo
California
$982K +$84.3K +2,791 +9%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$928K -$25.4K -840 -3%
GWANC
38
Guardian Wealth Advisors (North Carolina)
North Carolina
$890K -$153K -5,059 -15%
ACA
39
Aptus Capital Advisors
Alabama
$890K -$156K -5,161 -15%
OIA
40
OneDigital Investment Advisors
Kansas
$870K +$542K +17,957 +161%
HIP
41
HUB Investment Partners
Texas
$833K -$24.5K -812 -3%
VNA
42
Valley National Advisers
Pennsylvania
$828K -$36.7K -1,216 -4%
RWG
43
Ratio Wealth Group
Colorado
$787K +$9.93K +329 +1%
BFG
44
Bleakley Financial Group
New Jersey
$763K +$772K +25,558 New
LWM
45
Laidlaw Wealth Management
New York
$739K -$250K -8,270 -25%
BHB
46
Bank Hapoalim BM
Israel
$739K -$163K -5,390 -18%
Citadel Advisors
47
Citadel Advisors
Florida
$727K -$673K -22,289 -48%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$711K -$324K -10,718 -31%
FFG
49
Frisch Financial Group
New York
$664K -$27.8K -922 -4%
JBA
50
Johnson Bixby & Associates
Washington
$660K -$453K -15,006 -40%

UFOX Hedge Fund Activity: Q4 2022 in Review

181 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q4 2022, worth a combined $163M — down 6% from $173M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UFOX positions and 18 closed out — a net gain of 7 holders — while 24 added to existing stakes and 88 trimmed.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $1.12M. The largest seller was Royal Bank of Canada, cutting an estimated $3.56M.

  • 181 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $163M of Defiance Space and Connective Tech ETF stock for Q4 2022, down 6% quarter-over-quarter.
  • 25 funds opened new Defiance Space and Connective Tech ETF positions in Q4 2022 and 18 closed out, a net change of +7 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q4 2022 was Tocqueville Asset Management, an estimated $1.12M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2022.