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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
WEG
51
World Equity Group
Illinois
$478K -$29.1K -901 -6%
FFL
52
Financial Freedom LLC
Ohio
$455K
SAG
53
SageView Advisory Group
California
$450K -$102K -3,151 -21%
BRWA
54
B. Riley Wealth Advisors
Florida
$442K -$50.2K -1,554 -11%
OC
55
Oppenheimer & Co
New York
$438K
Mariner
56
Mariner
Kansas
$436K +$10.3K +319 +3%
HP
57
HT Partners
Connecticut
$435K -$488K -15,088 -55%
AIFAIM
58
American Institute for Advanced Investment Management
Arizona
$408K -$36.4K -1,127 -9%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$404K +$194 +6 +0.1%
SC
60
Searle & Co
Connecticut
$401K
OFA
61
Oak Family Advisors
Illinois
$385K -$51.6K -1,597 -13%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$384K -$162K -5,012 -32%
BMCM
63
Bryn Mawr Capital Management
Pennsylvania
$383K -$8.63K -267 -2%
FFG
64
Frisch Financial Group
New York
$381K -$550 -17 -0.2%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$379K -$13.4K -414 -4%
WANY
66
Wealthspire Advisors (New York)
New York
$376K -$142K -4,391 -30%
ACM
67
Advisors Capital Management
New Jersey
$372K +$23.9K +738 +8%
MML Investors Services
68
MML Investors Services
Massachusetts
$361K -$32.9K -1,017 -9%
EH
69
Equitable Holdings
New York
$349K +$49.1K +1,520 +19%
CA
70
Claro Advisors
Massachusetts
$337K -$136K -4,217 -31%
JIC
71
Joel Isaacson & Co
New York
$317K -$3.39K -105 -1%
JBA
72
Johnson Bixby & Associates
Washington
$317K -$15.2K -470 -5%
VNA
73
Valley National Advisers
Pennsylvania
$307K -$542K -16,776 -66%
AWM
74
AllSquare Wealth Management
New York
$298K
IF
75
Intrua Financial
Texas
$290K -$6.47K -200 -2%

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.