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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
FSWA
151
Financial Synergies Wealth Advisors
Texas
$12.3K
AWM
152
Abound Wealth Management
Tennessee
$12.1K
ADL
153
Asset Dedication LLC
California
$12K
AA
154
Ancora Advisors
Ohio
$10.3K +$10K +313 New
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$10.1K -$32 -1 -0%
Simplex Trading
156
Simplex Trading
Illinois
$10K -$8.59K -268 -45%
JWM
157
Janiczek Wealth Management
Colorado
$9.59K
SS
158
Sunbelt Securities
Texas
$9.11K +$9K +281 New
JWA
159
JFS Wealth Advisors
Pennsylvania
$8.2K
GEA
160
Glen Eagle Advisors
New Jersey
$7.38K
PFBT
161
Parkside Financial Bank & Trust
Missouri
$6.25K +$32 +1 +0.5%
SWM
162
Spire Wealth Management
Virginia
$5.09K +$32 +1 +0.6%
VanEck Associates
163
VanEck Associates
New York
$5K
ME
164
McIlrath & Eck
Washington
$4.1K
SIC
165
Salem Investment Counselors
North Carolina
$4.1K
AT
166
Avalon Trust
New Mexico
$3.28K +$3.2K +100 New
YAL
167
Your Advocates Ltd
Texas
$1.8K
TF
168
TimeScale Financial
Massachusetts
$1.41K
CP
169
Castleview Partners
Texas
$1.33K +$32 +1 +2%
AAS
170
Ameritas Advisory Services
Nebraska
$1.13K +$1.19K +37 New
FFA
171
Farther Finance Advisors
California
$918 -$32 -1 -3%
US Bancorp
172
US Bancorp
Minnesota
$853
SIS
173
Strategic Investment Solutions
Illinois
$439 +$417 +13 New
WBC
174
West Branch Capital
Massachusetts
$135
Fidelity Investments
175
Fidelity Investments
Massachusetts
$33 -$64 -2 -67%

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.