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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
CA
126
CoreCap Advisors
Michigan
$18.1K +$17.4K +464 New
CWP
127
Concord Wealth Partners
Virginia
$16.5K +$38 +1 +0.2%
IWP
128
IAG Wealth Partners
Wisconsin
$16.5K +$38 +1 +0.2%
CA
129
Crewe Advisors
Utah
$15.6K
FRA
130
Front Row Advisors
California
$15.6K
GRP
131
Global Retirement Partners
California
$15.4K
FSWA
132
Financial Synergies Wealth Advisors
Texas
$14.7K
AWM
133
Abound Wealth Management
Tennessee
$14.4K
NFSG
134
Newbridge Financial Services Group
Florida
$13.7K
GI
135
Gradient Investments
Minnesota
$11.8K
JWM
136
Janiczek Wealth Management
Colorado
$11.7K
SL
137
Salomon & Ludwin
Virginia
$10.9K
AF
138
Advisornet Financial
Minnesota
$10.8K +$75 +2 +0.7%
AA
139
Ancora Advisors
Ohio
$9.77K
AF
140
Allworth Financial
California
$7.93K -$3.75K -100 -33%
SA
141
Scarborough Advisors
Maryland
$7.82K
CAM
142
Creekmur Asset Management
Illinois
$7.61K +$38 +1 +0.5%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$7.55K +$38 +1 +0.5%
SS
144
Sunbelt Securities
Texas
$6.33K
ADL
145
Asset Dedication LLC
California
$6K -$4.13K -110 -42%
ME
146
McIlrath & Eck
Washington
$4.88K
SIC
147
Salem Investment Counselors
North Carolina
$4.88K
CA
148
Continuum Advisory
Idaho
$4.17K +$4.17K +111 New
S
149
Sachetta
Massachusetts
$3.91K
IA
150
IFP Advisors
Florida
$3.63K -$5.63K -150 -62%

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.