We are live on ! Find out more
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
HPC
126
HM Payson & Co
Maine
$49.2K
TWA
127
TCI Wealth Advisors
Arizona
$49.2K
GI
128
Gradient Investments
Minnesota
$42.4K
BAM
129
Belpointe Asset Management
Nevada
$42.4K +$32 +1 +0.1%
AF
130
Allworth Financial
California
$41.4K
CWA
131
Clearview Wealth Advisors
Oregon
$40.6K +$288 +9 +0.7%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$38.4K -$2.79K -87 -7%
AIM
133
Anchor Investment Management
South Carolina
$34.1K -$12.8K -400 -28%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$33.6K +$1.79K +56 +6%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$31K
GRP
136
Global Retirement Partners
California
$30.3K -$34.7K -1,084 -52%
NFSG
137
Newbridge Financial Services Group
Florida
$30.2K
KC
138
Kenfarb & Co
Kentucky
$29.5K -$3.2K -100 -10%
PA
139
Parallel Advisors
California
$27.4K -$44.8K -1,397 -63%
BCV
140
Banque Cantonale Vaudoise
Switzerland
$27K
HWA
141
HHM Wealth Advisors
Tennessee
$24.3K
SSB
142
Sandy Spring Bank
Maryland
$24.2K
CWP
143
Concord Wealth Partners
Virginia
$23.5K +$32 +1 +0.1%
Citigroup
144
Citigroup
New York
$19.9K -$19.2K -600 -50%
CWAF
145
Core Wealth Advisors (Florida)
Florida
$18.2K -$116K -3,619 -87%
CFD
146
Creative Financial Designs
Indiana
$17.2K
SWM
147
Sugarloaf Wealth Management
Georgia
$15K +$32 +1 +0.2%
IWP
148
IAG Wealth Partners
Wisconsin
$13.8K
CA
149
Crewe Advisors
Utah
$13.1K +$12.8K +400 New
FRA
150
Front Row Advisors
California
$13K

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.