We are live on ! Find out more
UFOX

Defiance Space and Connective Tech ETF

181 hedge funds and large institutions have $163M invested in Defiance Space and Connective Tech ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,453% more call options, than puts

Call options by funds: $559K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

1% more funds holding

Funds holding: 179181 (+2)

0.06% more ownership

Funds ownership: 23.62%23.69% (+0.06%)

6% less capital invested

Capital invested by funds: $173M → $163M (-$10.3M)

73% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 88

Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
24
Reduced
88
Closed
18
Calls
$559K
Puts
$36K
Net Calls
+$523K
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$343K -$21.3K -704 -6%
Morgan Stanley
77
Morgan Stanley
New York
$336K -$339K -11,223 -50%
SC
78
Searle & Co
Connecticut
$335K
Mariner
79
Mariner
Kansas
$334K -$31.7K -1,049 -9%
SPC
80
Sigma Planning Corp
Michigan
$333K -$12.3K -406 -4%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$331K -$1.51K -50 -0.4%
EH
82
Equitable Holdings
New York
$329K -$150K -4,959 -31%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$324K -$2.26K -75 -0.7%
VWA
84
V Wealth Advisors
Kansas
$323K -$12.1K -400 -4%
SFWC
85
Strategic Family Wealth Counselors
New Jersey
$323K +$35.2K +1,165 +12%
SCA
86
Snowden Capital Advisors
New York
$319K -$1.36K -45 -0.4%
CG
87
Colony Group
Massachusetts
$307K +$310K +10,266 New
IIA
88
Integral Investment Advisors
California
$306K
OC
89
Oppenheimer & Co
New York
$305K -$78.5K -2,600 -20%
AWM
90
AllSquare Wealth Management
New York
$291K
JIC
91
Joel Isaacson & Co
New York
$263K
ACM
92
Advisors Capital Management
New Jersey
$259K -$56.6K -1,875 -18%
FFL
93
Financial Freedom LLC
Ohio
$252K +$254K +8,426 New
PFS
94
Prospera Financial Services
Texas
$248K +$27.3K +905 +12%
Jane Street
95
Jane Street
New York
$247K -$2.88M -95,431 -92%
PS
96
Planned Solutions
California
$208K +$210K +6,953 New
AAS
97
Avantax Advisory Services
Texas
$204K -$7.13K -236 -3%
CAM
98
Concorde Asset Management
Michigan
$202K +$205K +6,777 New
SWM
99
SeaCrest Wealth Management
New York
$202K +$204K +6,766 New
NA
100
NewEdge Advisors
Louisiana
$189K +$246K +8,162 New

UFOX Hedge Fund Activity: Q4 2022 in Review

181 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q4 2022, worth a combined $163M — down 6% from $173M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UFOX positions and 18 closed out — a net gain of 7 holders — while 24 added to existing stakes and 88 trimmed.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $1.12M. The largest seller was Royal Bank of Canada, cutting an estimated $3.56M.

  • 181 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $163M of Defiance Space and Connective Tech ETF stock for Q4 2022, down 6% quarter-over-quarter.
  • 25 funds opened new Defiance Space and Connective Tech ETF positions in Q4 2022 and 18 closed out, a net change of +7 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q4 2022 was Tocqueville Asset Management, an estimated $1.12M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2022.