We are live on ! Find out more
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
LPL Financial
1
LPL Financial
California
$11.5M -$1.06M -28,324 -9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.98M -$1.29M -34,418 -13%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$7.83M -$768K -20,450 -9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.54M +$4.13M +110,012 +348%
Goldman Sachs
5
Goldman Sachs
New York
$4.24M +$1.43M +38,163 +54%
KL
6
KWMG LLC
Kansas
$4.22M -$14.2K -379 -0.3%
CI
7
Clal Insurance
Israel
$4.12M
UBS Group
8
UBS Group
Switzerland
$3.84M -$1.07M -28,531 -22%
CAN
9
Cetera Advisor Networks
California
$3.72M -$275K -7,312 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.39M -$782K -20,837 -19%
Stifel Financial
11
Stifel Financial
Missouri
$2.8M -$137K -3,647 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.58M -$390K -10,375 -14%
Citadel Advisors
13
Citadel Advisors
Florida
$2.41M +$625K +16,647 +37%
ATC
14
Advantage Trust Company
Kansas
$2.35M -$54.5K -1,451 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.32M -$162K -4,307 -7%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.96M -$394K -10,498 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.95M +$230K +6,131 +14%
RJA
18
Raymond James & Associates
Florida
$1.92M -$141K -3,750 -7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.91M +$116K +3,084 +7%
NAMP
20
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.87M -$33.8K -900 -2%
CF
21
Crosspoint Financial
California
$1.4M -$77K -2,050 -5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.25M
CA
23
Cetera Advisors
Colorado
$1.18M +$334K +8,891 +42%
OIA
24
OneDigital Investment Advisors
Kansas
$1.14M -$65.4K -1,741 -6%
ACA
25
Aptus Capital Advisors
Alabama
$1.04M

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.