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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$253K +$243K +6,484 New
SWP
77
Stratos Wealth Partners
Ohio
$249K -$49.6K -1,322 -17%
LFG
78
Larson Financial Group
Missouri
$238K +$13K +347 +6%
Wealthfront Advisers
79
Wealthfront Advisers
California
$220K +$211K +5,633 New
VFG
80
Valley Financial Group
Pennsylvania
$220K -$21.8K -581 -9%
AWS
81
Atria Wealth Solutions
New York
$211K -$6.57K -175 -3%
SB
82
Strategic Blueprint
Georgia
$210K +$202K +5,376 New
AAS
83
Avantax Advisory Services
Texas
$209K +$201K +5,361 New
RWS
84
Resolute Wealth Strategies
Mississippi
$207K -$31.9K -849 -14%
SC
85
Scotia Capital
Ontario, Canada
$206K -$13.1K -349 -6%
BFA
86
Beaumont Financial Advisors
Massachusetts
$201K +$193K +5,150 New
CFGS
87
Concourse Financial Group Securities
Alabama
$199K +$28.7K +764 +18%
TRCT
88
Tower Research Capital (TRC)
New York
$160K -$356K -9,470 -70%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$159K +$1.61K +43 +1%
APW
90
Acima Private Wealth
Virginia
$136K
JWA
91
JFS Wealth Advisors
Pennsylvania
$125K +$111K +2,950 +1,180%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$116K -$56.4K -1,502 -34%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$114K +$3.08K +82 +3%
VL
94
Vima LLC
Michigan
$114K +$21.2K +564 +19%
AAG
95
Armstrong Advisory Group
Massachusetts
$108K
FCAS
96
First Command Advisory Services
Texas
$101K
Comerica Bank
97
Comerica Bank
Texas
$97K -$6.38K -170 -6%
SPIA
98
Steward Partners Investment Advisory
New York
$95.7K +$5.26K +140 +6%
CIAS
99
Capital Investment Advisory Services
North Carolina
$89.1K -$8.63K -230 -9%
PA
100
PSI Advisors
Florida
$89K -$6.83K -182 -7%

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.