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UFOX

Defiance Space and Connective Tech ETF

190 hedge funds and large institutions have $343M invested in Defiance Space and Connective Tech ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 24

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more capital invested

Capital invested by funds: $255M → $343M (+$88.2M)

17% more funds holding

Funds holding: 162190 (+28)

8.81% more ownership

Funds ownership: 28.65%37.46% (+8.8%)

4% more call options, than puts

Call options by funds: $521K | Put options by funds: $500K

Holders
190
Holders Change
+28
Holders Change %
+17.28%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
44
Increased
95
Reduced
24
Closed
16
Calls
$521K
Puts
$500K
Net Calls
+$21K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
26
Orca Investment Management
Oregon
$2.35M -$21.1K -600 -0.9%
Citadel Advisors
27
Citadel Advisors
Florida
$2.31M +$2.31M +65,693 New
VNA
28
Valley National Advisers
Pennsylvania
$2.28M +$671K +19,103 +42%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.21M -$118K -3,368 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.02M +$626K +17,835 +45%
PAG
31
Private Advisor Group
New Jersey
$1.91M -$36K -1,026 -2%
CA
32
Cetera Advisors
Colorado
$1.73M +$196K +5,576 +13%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.65M +$961K +27,360 +140%
AFS
34
Access Financial Services
Minnesota
$1.59M +$573K +16,311 +57%
SWP
35
Stratos Wealth Partners
Ohio
$1.48M +$1.48M +42,063 New
Vontobel Holding
36
Vontobel Holding
Switzerland
$1.45M -$192K -5,469 -12%
HIP
37
HUB Investment Partners
Texas
$1.45M +$735K +20,933 +103%
WS
38
Wedbush Securities
California
$1.38M +$262K +7,463 +24%
RWG
39
Ratio Wealth Group
Colorado
$1.37M +$1.37M +39,040 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.26M +$92.8K +2,642 +8%
ACA
41
Aptus Capital Advisors
Alabama
$1.25M +$128K +3,657 +11%
BRWA
42
B. Riley Wealth Advisors
Florida
$1.24M +$258K +7,336 +26%
BHB
43
Bank Hapoalim BM
Israel
$1.21M +$91.8K +2,615 +8%
JWCA
44
J.W. Cole Advisors
Florida
$1.16M +$600K +17,081 +107%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.14M +$1.14M +32,393 New
IA
46
IFP Advisors
Florida
$1.13M +$115K +3,273 +11%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$1.13M +$881K +25,106 +359%
HP
48
HT Partners
Connecticut
$1.04M +$421K +11,993 +68%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$1.01M -$17.3K -492 -2%
LSA
50
L & S Advisors
California
$960K +$957K +27,255 New

UFOX Hedge Fund Activity: Q1 2021 in Review

190 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q1 2021, worth a combined $343M — up 35% from $255M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UFOX positions and 16 closed out — a net gain of 28 holders — while 95 added to existing stakes and 24 trimmed.

The largest buyer was Sugarloaf Wealth Management, adding an estimated $79.6M. The largest seller was Mirae Asset Global Investments, cutting an estimated $10.3M.

  • 190 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q1 2021, up from 162 in Q4 2020.
  • Funds reported $343M of Defiance Space and Connective Tech ETF stock for Q1 2021, up 35% quarter-over-quarter.
  • 44 funds opened new Defiance Space and Connective Tech ETF positions in Q1 2021 and 16 closed out, a net change of +28 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q1 2021 was Sugarloaf Wealth Management, an estimated $79.6M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q1 2021 was Mirae Asset Global Investments, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.