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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
DF
151
Dunhill Financial
United Kingdom
$3.39K
CP
152
Castleview Partners
Texas
$1.64K
FFA
153
Farther Finance Advisors
California
$1.12K +$38 +1 +4%
US Bancorp
154
US Bancorp
Minnesota
$1.02K
YAL
155
Your Advocates Ltd
Texas
$816 -$1.69K -45 -68%
WBC
156
West Branch Capital
Massachusetts
$163
AssetMark Inc
157
AssetMark Inc
California
$78 -$508K -13,534 -100%
SWM
158
Sugarloaf Wealth Management
Georgia
$36
Jane Street
159
Jane Street
New York
-$904K -25,227 Closed
SC
160
Sierra Capital
Florida
-$789K -22,004 Closed
SSWM
161
Sheets Smith Wealth Management
North Carolina
-$164K -21,295 Closed
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
-$404K -11,274 Closed
AWM
163
AE Wealth Management
Kansas
-$261K -7,014 Closed
FTUS
164
Flow Traders U.S.
New York
-$211K -5,891 Closed
WAP
165
Wealthcare Advisory Partners
Pennsylvania
-$207K -5,782 Closed
TWM
166
Tradition Wealth Management
Minnesota
-$182K -5,087 Closed
Barclays
167
Barclays
United Kingdom
-$161K -4,500 Closed
HPC
168
HM Payson & Co
Maine
-$53.8K -1,500 Closed
PS
169
Planned Solutions
California
-$31.5K -878 Closed
GWM
170
Geneos Wealth Management
Colorado
-$28.7K -800 Closed
RF
171
Robinswood Financial
Washington
-$23.5K -654 Closed
BTI
172
Blue Trust Inc
Georgia
-$12K -377 Closed
UB
173
UMB Bank
Missouri
-$12.3K -344 Closed
VanEck Associates
174
VanEck Associates
New York
-$6K -161 Closed
MSWM
175
McGlone Suttner Wealth Management
Wisconsin
-$5.59K -156 Closed

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.