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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
VanEck Associates
151
VanEck Associates
New York
$6K
SS
152
Sunbelt Securities
Texas
$5.81K
MSWM
153
McGlone Suttner Wealth Management
Wisconsin
$5.59K +$5.04K +156 New
ME
154
McIlrath & Eck
Washington
$4.48K
SIC
155
Salem Investment Counselors
North Carolina
$4.48K
S
156
Sachetta
Massachusetts
$3.91K +$3.52K +109 New
AT
157
Avalon Trust
New Mexico
$3.58K
DF
158
Dunhill Financial
United Kingdom
$3.11K +$2.81K +87 New
AWM
159
Able Wealth Management
New Jersey
$2.52K +$2.26K +70 New
YAL
160
Your Advocates Ltd
Texas
$2.35K
CP
161
Castleview Partners
Texas
$1.51K +$1.36K +42 New
FFA
162
Farther Finance Advisors
California
$1K
US Bancorp
163
US Bancorp
Minnesota
$932
WBC
164
West Branch Capital
Massachusetts
$149
SWM
165
Sugarloaf Wealth Management
Georgia
$33 -$19K -589 -100%
RWG
166
Ratio Wealth Group
Colorado
-$979K -31,327 Closed
IP
167
Ignite Planners
California
-$469K -15,274 Closed
WWM
168
Western Wealth Management
Colorado
-$251K -8,016 Closed
SB
169
Strategic Blueprint
Georgia
-$237K -7,594 Closed
CA
170
Continuum Advisory
Idaho
-$202K -6,455 Closed
Bank Julius Baer & Co
171
Bank Julius Baer & Co
Switzerland
-$106K -3,396 Closed
RFA
172
Resurgent Financial Advisors
Georgia
-$85K -2,720 Closed
RIA
173
Realta Investment Advisors
Delaware
-$61.3K -1,820 Closed
BCV
174
Banque Cantonale Vaudoise
Switzerland
-$25K -809 Closed
AWA
175
Authentikos Wealth Advisory
California
-$13K -416 Closed

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.