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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
SC
51
Searle & Co
Connecticut
$438K
BRWA
52
B. Riley Wealth Advisors
Florida
$434K +$58.3K +1,554 +13%
OC
53
Oppenheimer & Co
New York
$419K -$56.3K -1,500 -12%
BMCM
54
Bryn Mawr Capital Management
Pennsylvania
$418K -$325K -8,649 -81%
FFG
55
Frisch Financial Group
New York
$416K +$939 +25 +0.2%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$413K
ACM
57
Advisors Capital Management
New Jersey
$412K +$6.34K +169 +2%
WANY
58
Wealthspire Advisors (New York)
New York
$410K
SFWC
59
Strategic Family Wealth Counselors
New Jersey
$406K -$117K -3,127 -23%
AWM
60
Apollon Wealth Management
South Carolina
$405K +$142K +3,785 +58%
Morgan Stanley
61
Morgan Stanley
New York
$399K -$352K -9,384 -48%
EH
62
Equitable Holdings
New York
$384K +$3.75K +100 +1%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$370K -$47.5K -1,264 -12%
MML Investors Services
64
MML Investors Services
Massachusetts
$357K -$34.8K -926 -9%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$349K +$335K +8,936 New
JIC
66
Joel Isaacson & Co
New York
$347K +$1.84K +49 +0.6%
CA
67
Claro Advisors
Massachusetts
$346K -$20K -532 -6%
JBA
68
Johnson Bixby & Associates
Washington
$345K
SCA
69
Snowden Capital Advisors
New York
$336K +$323K +8,607 New
VNA
70
Valley National Advisers
Pennsylvania
$330K -$4.62K -123 -1%
AWM
71
AllSquare Wealth Management
New York
$324K
IF
72
Intrua Financial
Texas
$313K -$3.75K -100 -1%
BFG
73
Bleakley Financial Group
New Jersey
$299K -$551K -14,667 -66%
SW
74
Simplicity Wealth
New Jersey
$299K +$287K +7,641 New
SWM
75
SeaCrest Wealth Management
New York
$280K +$188 +5 +0.1%

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.