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UFOX

Defiance Space and Connective Tech ETF

165 hedge funds and large institutions have $112M invested in Defiance Space and Connective Tech ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

973% more call options, than puts

Call options by funds: $118K | Put options by funds: $11K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

6% more funds holding

Funds holding: 156165 (+9)

2% more capital invested

Capital invested by funds: $110M → $112M (+$2.14M)

0.01% less ownership

Funds ownership: 19.63%19.62% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

65% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 72

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
25
Reduced
72
Closed
11
Calls
$118K
Puts
$11K
Net Calls
+$107K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$977K -$2.26K -70 -0.3%
ACA
27
Aptus Capital Advisors
Alabama
$956K -$19.4K -600 -2%
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$956K -$19.4K -600 -2%
Wells Fargo
29
Wells Fargo
California
$935K -$13.1K -405 -2%
Jane Street
30
Jane Street
New York
$904K +$283K +8,765 +53%
BFG
31
Bleakley Financial Group
New Jersey
$800K -$28.4K -879 -4%
SS
32
Simplicity Solutions
Minnesota
$800K -$28.4K -879 -4%
SC
33
Sierra Capital
Florida
$789K
CA
34
Cetera Advisors
Colorado
$764K -$471K -14,567 -41%
ASN
35
Advisory Services Network
Georgia
$758K -$47.8K -1,478 -7%
HIP
36
HUB Investment Partners
Texas
$748K -$178K -5,509 -21%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$729K -$98.5K -3,046 -13%
Morgan Stanley
38
Morgan Stanley
New York
$702K +$401K +12,411 +173%
KAS
39
Kestra Advisory Services
Texas
$672K -$42.3K -1,307 -7%
Vontobel Holding
40
Vontobel Holding
Switzerland
$645K -$38.8K -1,200 -6%
WP
41
WealthSource Partners
California
$627K -$7.27K -225 -1%
Citigroup
42
Citigroup
New York
$592K +$122K +3,765 +29%
Bank of America
43
Bank of America
North Carolina
$590K -$8.44K -261 -2%
Creative Planning
44
Creative Planning
Kansas
$544K
PAG
45
Private Advisor Group
New Jersey
$537K +$3.14K +97 +0.7%
LWM
46
Laidlaw Wealth Management
New York
$535K -$209K -6,460 -30%
IWM
47
IHT Wealth Management
Illinois
$498K -$6.24K -193 -1%
TRCT
48
Tower Research Capital (TRC)
New York
$487K -$130K -4,010 -23%
AssetMark Inc
49
AssetMark Inc
California
$485K +$222K +6,867 +103%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$484K +$1.29K +40 +0.3%

UFOX Hedge Fund Activity: Q4 2023 in Review

165 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q4 2023, worth a combined $112M — up 1.9% from $110M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UFOX positions and 11 closed out — a net gain of 11 holders — while 25 added to existing stakes and 72 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.16M. The largest seller was 626 Financial, cutting an estimated $3.82M.

  • 165 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $112M of Defiance Space and Connective Tech ETF stock for Q4 2023, up 1.9% quarter-over-quarter.
  • 22 funds opened new Defiance Space and Connective Tech ETF positions in Q4 2023 and 11 closed out, a net change of +11 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.16M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q4 2023 was 626 Financial, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2023.