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WDTE

Defiance S&P 500 Weekly Distribution ETF
WDTE

15 hedge funds and large institutions have $6.98M invested in Defiance S&P 500 Weekly Distribution ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

174,492% more capital invested

Capital invested by funds: $4K → $6.98M (+$6.98M)

1,400% more funds holding

Funds holding: 1 → 15 (+14)

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

2.26% more ownership

Funds ownership: 0.02% → 2.27% (+2.3%)

Holders
15
Holders Change
+14
Holders Change %
+1,400%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Virtue Capital Management
Tennessee
+$2.04M
2
CAS
Coppell Advisory Solutions
Texas
+$1.46M
3
JFG
JMG Financial Group
Illinois
+$555K
4
Goldman Sachs
Goldman Sachs
New York
+$460K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$428K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1
Virtue Capital Management
Tennessee
$1.97M +$2.04M +36,941 New
CAS
2
Coppell Advisory Solutions
Texas
$1.43M +$1.46M +26,363 New
ZF
3
Zega Financial
Florida
$957K +$976K +17,682 New
JFG
4
JMG Financial Group
Illinois
$544K +$555K +10,049 New
Goldman Sachs
5
Goldman Sachs
New York
$451K +$460K +8,333 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$419K +$428K +7,745 New
OMC
7
Old Mission Capital
Illinois
$395K +$403K +7,302 New
TI
8
Tidal Investments
Wisconsin
$382K +$390K +7,057 New
CWM
9
Centric Wealth Management
Illinois
$347K +$360K +6,523 New
UBS Group
10
UBS Group
Switzerland
$46K +$46.9K +850 New
GRP
11
Global Retirement Partners
California
$18K +$18.4K +333 New
AA
12
AlphaMark Advisors
Kentucky
$11K +$11.5K +208 New
TRCT
13
Tower Research Capital (TRC)
New York
$9.92K +$10.1K +183 New
AA
14
Ancora Advisors
Ohio
$1.87K +$1.93K +35 New
Morgan Stanley
15
Morgan Stanley
New York
$66 +$55 +1 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$4K -67 Closed

WDTE Hedge Fund Activity: Q4 2023 in Review

15 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Defiance S&P 500 Weekly Distribution ETF (WDTE) for Q4 2023, worth a combined $6.98M — up 174,492% from $4K a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WDTE positions and 1 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Virtue Capital Management, opening a new position worth an estimated $2.04M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $4K sold.

  • 15 institutional investors held Defiance S&P 500 Weekly Distribution ETF (WDTE) as of Q4 2023, up from 1 in Q3 2023.
  • Funds reported $6.98M of Defiance S&P 500 Weekly Distribution ETF stock for Q4 2023, up 174,492% quarter-over-quarter.
  • 15 funds opened new Defiance S&P 500 Weekly Distribution ETF positions in Q4 2023 and 1 closed out, a net change of +14 holders.
  • The largest Defiance S&P 500 Weekly Distribution ETF buyer in Q4 2023 was Virtue Capital Management, an estimated $2.04M added.
  • The largest Defiance S&P 500 Weekly Distribution ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $4K sold.

Based on aggregated 13F filings for Q4 2023.