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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
CWAF
126
Core Wealth Advisors (Florida)
Florida
$19.9K
CFD
127
Creative Financial Designs
Indiana
$18.8K
CWP
128
Concord Wealth Partners
Virginia
$15.1K -$9.63K -298 -41%
IWP
129
IAG Wealth Partners
Wisconsin
$15.1K +$32 +1 +0.2%
CA
130
Crewe Advisors
Utah
$14.3K
FRA
131
Front Row Advisors
California
$14.3K
GRP
132
Global Retirement Partners
California
$14.2K -$9.7K -300 -43%
AWM
133
Abound Wealth Management
Tennessee
$13.2K
NFSG
134
Newbridge Financial Services Group
Florida
$12.5K
UB
135
UMB Bank
Missouri
$12.3K +$11.1K +344 New
BTI
136
Blue Trust Inc
Georgia
$12K
FSWA
137
Financial Synergies Wealth Advisors
Texas
$11.2K
AF
138
Allworth Financial
California
$10.9K -$22.3K -689 -69%
GI
139
Gradient Investments
Minnesota
$10.8K -$32.1K -993 -77%
JWM
140
Janiczek Wealth Management
Colorado
$10.8K
AF
141
Advisornet Financial
Minnesota
$9.82K +$4.33K +134 +96%
ADL
142
Asset Dedication LLC
California
$9K -$3.27K -101 -28%
JWA
143
JFS Wealth Advisors
Pennsylvania
$8.96K
AA
144
Ancora Advisors
Ohio
$8.96K +$8.08K +250 New
SL
145
Salomon & Ludwin
Virginia
$8.75K
IA
146
IFP Advisors
Florida
$8.71K -$9.05K -280 -54%
CAS
147
Coppell Advisory Solutions
Texas
$7.68K +$97 +3 +1%
SA
148
Scarborough Advisors
Maryland
$7.17K +$6.47K +200 New
CAM
149
Creekmur Asset Management
Illinois
$6.95K +$6.27K +194 New
PFBT
150
Parkside Financial Bank & Trust
Missouri
$6.89K

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.