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UFOX

Defiance Space and Connective Tech ETF

176 hedge funds and large institutions have $152M invested in Defiance Space and Connective Tech ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,931% more call options, than puts

Call options by funds: $325K | Put options by funds: $16K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.48% less ownership

Funds ownership: 23.69%23.21% (-0.48%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 181176 (-5)

7% less capital invested

Capital invested by funds: $163M → $152M (-$10.9M)

36% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 72

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
46
Reduced
72
Closed
18
Calls
$325K
Puts
$16K
Net Calls
+$309K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.16M +$15.5K +485 +1%
AWM
27
AE Wealth Management
Kansas
$1.16M +$23.4K +729 +2%
WS
28
Wedbush Securities
California
$1.16M -$60.7K -1,893 -5%
CA
29
Cetera Advisors
Colorado
$1.13M -$74.4K -2,323 -6%
Vontobel Holding
30
Vontobel Holding
Switzerland
$1.1M -$77.2K -2,410 -7%
EIP
31
Ellis Investment Partners
Pennsylvania
$1.1M +$641 +20 +0.1%
Wells Fargo
32
Wells Fargo
California
$1.07M -$3.14K -98 -0.3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.02M +$833 +26 +0.1%
HP
34
HT Partners
Connecticut
$977K +$448K +13,980 +88%
ACA
35
Aptus Capital Advisors
Alabama
$927K -$49.2K -1,535 -5%
GWANC
36
Guardian Wealth Advisors (North Carolina)
North Carolina
$927K -$49.2K -1,535 -5%
HIP
37
HUB Investment Partners
Texas
$847K -$66.2K -2,065 -7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$842K +$60.5K +1,888 +8%
BFG
39
Bleakley Financial Group
New Jersey
$839K +$449 +14 +0.1%
SS
40
Simplicity Solutions
Minnesota
$839K +$819K +25,572 New
VNA
41
Valley National Advisers
Pennsylvania
$803K -$1.06K -33 -0.1%
LWM
42
Laidlaw Wealth Management
New York
$800K -$11.1K -345 -1%
Jane Street
43
Jane Street
New York
$792K +$509K +15,877 +192%
ASN
44
Advisory Services Network
Georgia
$771K +$70.3K +2,193 +10%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$748K -$2.13M -66,335 -74%
SC
46
Sierra Capital
Florida
$722K
FFG
47
Frisch Financial Group
New York
$704K -$25.2K -787 -4%
TRCT
48
Tower Research Capital (TRC)
New York
$660K +$246K +7,682 +62%
Creative Planning
49
Creative Planning
Kansas
$629K -$30.7K -958 -5%
PFA
50
Pathway Financial Advisers
Indiana
$611K -$35.2K -1,100 -6%

UFOX Hedge Fund Activity: Q1 2023 in Review

176 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q1 2023, worth a combined $152M — down 6.7% from $163M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UFOX and 17 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 46 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.47M. The largest seller was UBS Group, cutting an estimated $5.6M.

  • 176 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q1 2023, down from 181 in Q4 2022.
  • Funds reported $152M of Defiance Space and Connective Tech ETF stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 17 funds opened new Defiance Space and Connective Tech ETF positions in Q1 2023 and 18 closed out, a net change of -1 holder.
  • The largest Defiance Space and Connective Tech ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.47M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q1 2023 was UBS Group, an estimated $5.6M sold.

Based on aggregated 13F filings for Q1 2023.