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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
TWC
101
TD Waterhouse Canada
Ontario, Canada
$84.4K -$19.3K -515 -23%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$81.5K
JP Morgan Chase
103
JP Morgan Chase
New York
$80.1K -$35.8K -954 -32%
NA
104
NewEdge Advisors
Louisiana
$72.6K +$75 +2 +0.1%
ST
105
Smithfield Trust
Pennsylvania
$72K
FIM
106
Fernwood Investment Management
Massachusetts
$71.1K +$68.3K +1,819 New
VAMG
107
Voisard Asset Management Group
Michigan
$68.6K
PS
108
Principal Securities
Iowa
$65.4K -$28.5K -758 -31%
RIA
109
Realta Investment Advisors
Delaware
$64.5K +$61.9K +1,650 New
PFA
110
Pathway Financial Advisers
Indiana
$63.7K -$74.9K -1,996 -55%
FWP
111
FAS Wealth Partners
Kansas
$62K +$150 +4 +0.3%
EWA
112
EverSource Wealth Advisors
Alabama
$45K +$46K +1,224 New
HGERS
113
Householder Group Estate & Retirement Specialist
Arizona
$42.6K
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$38.5K -$13.3K -354 -26%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$38K +$188 +5 +0.5%
PA
116
Parallel Advisors
California
$37.8K +$75 +2 +0.2%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$36.6K -$2.44K -65 -7%
NS
118
NBC Securities
Alabama
$34K -$10.1K -270 -23%
AA
119
AlphaMark Advisors
Kentucky
$30K -$13.1K -350 -31%
HWA
120
HHM Wealth Advisors
Tennessee
$28.9K
SSB
121
Sandy Spring Bank
Maryland
$28.8K
FCA
122
FinTrust Capital Advisors
South Carolina
$26.1K +$25.1K +669 New
AIM
123
Anchor Investment Management
South Carolina
$23.1K -$5.63K -150 -20%
CFD
124
Creative Financial Designs
Indiana
$20.5K
CWAF
125
Core Wealth Advisors (Florida)
Florida
$19.3K -$2.29K -61 -11%

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.