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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
PAG
51
Private Advisor Group
New Jersey
$575K -$72.6K -2,267 -11%
SWP
52
Stratos Wealth Partners
Ohio
$569K -$99.1K -3,092 -15%
WEG
53
World Equity Group
Illinois
$555K +$1.52M +47,576 +331%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$530K -$17.3K -540 -3%
BHB
55
Bank Hapoalim BM
Israel
$520K -$285K -8,890 -36%
IWM
56
IHT Wealth Management
Illinois
$519K -$70.7K -2,208 -12%
WP
57
WealthSource Partners
California
$507K -$9.93K -310 -2%
FA
58
Fagan Associates
New York
$505K -$19.6K -612 -4%
Bank of America
59
Bank of America
North Carolina
$505K -$9.48K -296 -2%
IP
60
Ignite Planners
California
$503K
CA
61
Claro Advisors
Massachusetts
$500K +$256 +8 +0.1%
BRWA
62
B. Riley Wealth Advisors
Florida
$493K -$22.1K -690 -4%
JBA
63
Johnson Bixby & Associates
Washington
$493K -$226K -7,040 -32%
WANY
64
Wealthspire Advisors (New York)
New York
$486K -$16.1K -501 -3%
SAG
65
SageView Advisory Group
California
$484K -$9.58K -299 -2%
IA
66
IFP Advisors
Florida
$476K -$876K -27,327 -59%
MML Investors Services
67
MML Investors Services
Massachusetts
$475K -$135K -4,214 -23%
OFA
68
Oak Family Advisors
Illinois
$443K -$96 -3 -0%
FFL
69
Financial Freedom LLC
Ohio
$414K +$135K +4,198 +50%
WWM
70
Western Wealth Management
Colorado
$405K +$288 +9 +0.1%
OC
71
Oppenheimer & Co
New York
$401K +$64.1K +2,000 +20%
FTUS
72
Flow Traders U.S.
New York
$393K +$384K +12,000 New
AIFAIM
73
American Institute for Advanced Investment Management
Arizona
$392K -$55.2K -1,724 -12%
EH
74
Equitable Holdings
New York
$381K +$19.3K +602 +5%
SFWC
75
Strategic Family Wealth Counselors
New Jersey
$373K +$17.6K +550 +5%

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.