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UFOX

Defiance Space and Connective Tech ETF

170 hedge funds and large institutions have $143M invested in Defiance Space and Connective Tech ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

796% more call options, than puts

Call options by funds: $215K | Put options by funds: $24K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.25% less ownership

Funds ownership: 23.21%21.96% (-1.2%)

3% less funds holding

Funds holding: 176170 (-6)

6% less capital invested

Capital invested by funds: $152M → $143M (-$8.78M)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

40% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 67

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
40
Reduced
67
Closed
20
Calls
$215K
Puts
$24K
Net Calls
+$191K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$542K -$1.74K -55 -0.3%
PAG
52
Private Advisor Group
New Jersey
$522K -$64.2K -2,026 -12%
IP
53
Ignite Planners
California
$519K
WANY
54
Wealthspire Advisors (New York)
New York
$500K +$729 +23 +0.2%
SAG
55
SageView Advisory Group
California
$497K +$63 +2 +0%
IWM
56
IHT Wealth Management
Illinois
$492K -$39.1K -1,234 -8%
CA
57
Claro Advisors
Massachusetts
$484K -$27.6K -870 -6%
WEG
58
World Equity Group
Illinois
$481K -$1.51M -47,681 -77%
BRWA
59
B. Riley Wealth Advisors
Florida
$476K -$29K -915 -6%
MML Investors Services
60
MML Investors Services
Massachusetts
$471K -$16K -506 -3%
AIFAIM
61
American Institute for Advanced Investment Management
Arizona
$470K +$39.7K +1,252 +10%
JBA
62
Johnson Bixby & Associates
Washington
$460K -$44.2K -1,394 -9%
FFL
63
Financial Freedom LLC
Ohio
$426K +$1.4K +44 +0.3%
OFA
64
Oak Family Advisors
Illinois
$417K -$35.4K -1,116 -8%
OC
65
Oppenheimer & Co
New York
$411K
EH
66
Equitable Holdings
New York
$411K +$19.1K +604 +5%
SFWC
67
Strategic Family Wealth Counselors
New Jersey
$406K +$22.4K +706 +6%
SC
68
Searle & Co
Connecticut
$378K
Mariner
69
Mariner
Kansas
$378K -$159 -5 -0%
BHB
70
Bank Hapoalim BM
Israel
$376K -$148K -4,680 -30%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$365K -$7.61K -240 -2%
VWA
72
V Wealth Advisors
Kansas
$354K -$10.3K -325 -3%
SCA
73
Snowden Capital Advisors
New York
$346K -$12.5K -395 -4%
IIA
74
Integral Investment Advisors
California
$345K
AWM
75
AllSquare Wealth Management
New York
$317K

UFOX Hedge Fund Activity: Q2 2023 in Review

170 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q2 2023, worth a combined $143M — down 5.8% from $152M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UFOX and 16 opened new positions — a net loss of 4 holders — while 67 trimmed existing stakes and 40 added.

The largest buyer was ML&R Wealth Management, opening a new position worth an estimated $1.17M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $5.44M sold.

  • 170 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $143M of Defiance Space and Connective Tech ETF stock for Q2 2023, down 5.8% quarter-over-quarter.
  • 16 funds opened new Defiance Space and Connective Tech ETF positions in Q2 2023 and 20 closed out, a net change of -4 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q2 2023 was ML&R Wealth Management, an estimated $1.17M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q2 2023 was Portfolio Strategies, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2023.