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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
SWP
76
Stratos Wealth Partners
Ohio
$275K -$248K -7,678 -50%
AWM
77
AE Wealth Management
Kansas
$261K +$227K +7,014 New
SWM
78
SeaCrest Wealth Management
New York
$247K -$4.72K -146 -2%
AWM
79
Apollon Wealth Management
South Carolina
$236K +$212K +6,572 New
VFG
80
Valley Financial Group
Pennsylvania
$222K +$200K +6,199 New
RWS
81
Resolute Wealth Strategies
Mississippi
$220K -$15.5K -478 -7%
FTUS
82
Flow Traders U.S.
New York
$211K +$190K +5,891 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$207K +$187K +5,782 New
LFG
84
Larson Financial Group
Missouri
$206K +$9.73K +301 +6%
SC
85
Scotia Capital
Ontario, Canada
$201K +$182K +5,621 New
AWS
86
Atria Wealth Solutions
New York
$200K +$181K +5,585 New
HI
87
Harbour Investments
Wisconsin
$195K +$63K +1,950 +56%
TWM
88
Tradition Wealth Management
Minnesota
$182K
SSWM
89
Sheets Smith Wealth Management
North Carolina
$164K +$688K +21,295 New
Barclays
90
Barclays
United Kingdom
$161K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$160K -$26.6K -823 -16%
CFGS
92
Concourse Financial Group Securities
Alabama
$155K -$7.47K -231 -5%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$145K -$9.54K -295 -7%
PFA
94
Pathway Financial Advisers
Indiana
$130K -$1.88K -58 -2%
APW
95
Acima Private Wealth
Virginia
$124K
AAG
96
Armstrong Advisory Group
Massachusetts
$108K -$26.8K -829 -22%
JP Morgan Chase
97
JP Morgan Chase
New York
$108K
VL
98
Vima LLC
Michigan
$104K +$94K +2,909 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$102K +$80.2K +2,482 +701%
Comerica Bank
100
Comerica Bank
Texas
$95.1K -$1.13K -35 -1%

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.