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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
Mariner
76
Mariner
Kansas
$368K +$1.73K +54 +0.5%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$364K -$12.6K -392 -3%
VWA
78
V Wealth Advisors
Kansas
$355K
SCA
79
Snowden Capital Advisors
New York
$350K +$224 +7 +0.1%
SC
80
Searle & Co
Connecticut
$343K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$339K -$73.5K -2,295 -18%
IIA
82
Integral Investment Advisors
California
$336K
SPC
83
Sigma Planning Corp
Michigan
$335K -$30K -935 -8%
Morgan Stanley
84
Morgan Stanley
New York
$330K -$37.5K -1,171 -10%
AWM
85
AllSquare Wealth Management
New York
$319K
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$298K -$64.4K -2,009 -18%
JIC
87
Joel Isaacson & Co
New York
$291K +$1.99K +62 +0.7%
ACM
88
Advisors Capital Management
New Jersey
$282K -$2.79K -87 -1%
IF
89
Intrua Financial
Texas
$280K -$70.5K -2,199 -19%
RWS
90
Resolute Wealth Strategies
Mississippi
$266K +$260K +8,101 New
TFS
91
Thoroughbred Financial Services
Tennessee
$251K +$245K +7,655 New
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$246K -$108K -3,363 -31%
PFS
93
Prospera Financial Services
Texas
$228K -$43K -1,343 -16%
SWM
94
SeaCrest Wealth Management
New York
$222K +$481 +15 +0.2%
SSWM
95
Sheets Smith Wealth Management
North Carolina
$218K +$213K +6,656 New
LA
96
LexAurum Advisors
Kansas
$216K +$211K +6,587 New
AAS
97
Avantax Advisory Services
Texas
$212K -$11.6K -362 -5%
CA
98
Continuum Advisory
Idaho
$211K +$206K +6,423 New
JMPWA
99
JP Morgan Private Wealth Advisors
California
$202K +$198K +6,174 New
TWM
100
Tradition Wealth Management
Minnesota
$183K +$577 +18 +0.3%

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.