Defiance S&P 500 Weekly Distribution ETF
WDTE
14 hedge funds and large institutions have $9.15M invested in Defiance S&P 500 Weekly Distribution ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, reducing their positions, and 9 closing their positions.
31% more capital invested
Capital invested by funds: $6.98M → $9.15M (+$2.16M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1.8% more ownership
Funds ownership: 4.89% → 6.69% (+1.8%)
0% more funds holding
Funds holding: 14 → 14 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$2.88M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$638K |
| 3 |
ZF
Zega Financial
Palm Beach Gardens,
Florida
|
+$393K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$231K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
-$544K |
| 2 |
Goldman Sachs
New York
|
-$451K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$419K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$395K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$46K |
WDTE Hedge Fund Activity: Q1 2024 in Review
14 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Defiance S&P 500 Weekly Distribution ETF (WDTE) for Q1 2024, worth a combined $9.15M — up 31% from $6.98M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WDTE positions and 9 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Virtue Capital Management, adding an estimated $2.88M. The largest seller was JMG Financial Group, exiting entirely with an estimated $544K sold.
- 14 institutional investors held Defiance S&P 500 Weekly Distribution ETF (WDTE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $9.15M of Defiance S&P 500 Weekly Distribution ETF stock for Q1 2024, up 31% quarter-over-quarter.
- 10 funds opened new Defiance S&P 500 Weekly Distribution ETF positions in Q1 2024 and 9 closed out, a net change of +1 holder.
- The largest Defiance S&P 500 Weekly Distribution ETF buyer in Q1 2024 was Virtue Capital Management, an estimated $2.88M added.
- The largest Defiance S&P 500 Weekly Distribution ETF seller in Q1 2024 was JMG Financial Group, an estimated $544K sold.
Based on aggregated 13F filings for Q1 2024.