We are live on ! Find out more
UFOX

Defiance Space and Connective Tech ETF

158 hedge funds and large institutions have $117M invested in Defiance Space and Connective Tech ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $112M → $117M (+$4.43M)

0.46% more ownership

Funds ownership: 19.62%20.08% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 165158 (-7)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
158
Holders Change
-7
Holders Change %
-4.24%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
40
Reduced
62
Closed
19
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
26
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.04M
Wells Fargo
27
Wells Fargo
California
$1.03M +$7.81K +208 +0.8%
WS
28
Wedbush Securities
California
$968K -$345K -9,181 -27%
SWM
29
Spire Wealth Management
Virginia
$871K -$152K -4,041 -15%
ASN
30
Advisory Services Network
Georgia
$831K +$4.54K +121 +0.6%
HIP
31
HUB Investment Partners
Texas
$764K -$49.3K -1,313 -6%
Citigroup
32
Citigroup
New York
$743K +$93.6K +2,494 +15%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$734K -$58.4K -1,555 -8%
HI
34
Harbour Investments
Wisconsin
$728K +$495K +13,182 +242%
Vontobel Holding
35
Vontobel Holding
Switzerland
$703K
Bank of America
36
Bank of America
North Carolina
$702K +$56.2K +1,497 +9%
LWM
37
Laidlaw Wealth Management
New York
$647K +$61.7K +1,644 +11%
Creative Planning
38
Creative Planning
Kansas
$635K +$39.8K +1,060 +7%
KAS
39
Kestra Advisory Services
Texas
$630K -$99K -2,638 -14%
6F
40
626 Financial
Michigan
$605K -$922K -24,547 -61%
WEG
41
World Equity Group
Illinois
$521K -$263 -7 -0.1%
PAG
42
Private Advisor Group
New Jersey
$513K -$69.5K -1,851 -12%
WA
43
Waverly Advisors
Alabama
$498K +$479K +12,748 New
OFA
44
Oak Family Advisors
Illinois
$484K +$62K +1,652 +15%
HP
45
HT Partners
Connecticut
$478K +$3.34K +89 +0.7%
IWM
46
IHT Wealth Management
Illinois
$476K -$63.5K -1,692 -12%
SAG
47
SageView Advisory Group
California
$476K
AIFAIM
48
American Institute for Advanced Investment Management
Arizona
$474K +$28.2K +750 +7%
FFL
49
Financial Freedom LLC
Ohio
$472K -$23.3K -620 -5%
Mariner
50
Mariner
Kansas
$456K -$18.2K -484 -4%

UFOX Hedge Fund Activity: Q1 2024 in Review

158 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q1 2024, worth a combined $117M — up 3.9% from $112M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UFOX and 15 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 40 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.13M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.29M.

  • 158 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q1 2024, down from 165 in Q4 2023.
  • Funds reported $117M of Defiance Space and Connective Tech ETF stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 15 funds opened new Defiance Space and Connective Tech ETF positions in Q1 2024 and 19 closed out, a net change of -4 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $4.13M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2024.