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UFOX

Defiance Space and Connective Tech ETF
UFOX

66 hedge funds and large institutions have $42.1M invested in Defiance Space and Connective Tech ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

35% more funds holding

Funds holding: 49 → 66 (+17)

33% more capital invested

Capital invested by funds: $31.5M → $42.1M (+$10.5M)

0.43% less ownership

Funds ownership: 19.33% → 18.89% (-0.43%)

Holders
66
Holders Change
+17
Holders Change %
+34.69%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
21
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$3.33M
2
CI
Clal Insurance
Israel
+$2.9M
3
LPL Financial
LPL Financial
California
+$2.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.99M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$603K
2
VNA
Valley National Advisers
Pennsylvania
-$128K
3
CWA
Capital Wealth Alliance
Arizona
-$76K
4
BRWA
B. Riley Wealth Advisors
Florida
-$60.3K
5
BFG
Beacon Financial Group
Texas
-$45.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$11K – – –
FRA
52
Front Row Advisors
California
$10K – – –
SF
53
Synovus Financial
Georgia
$9K -$2.46K -99 -20%
AF
54
Allworth Financial
California
$7K – – –
CAN
55
Claraphi Advisory Network
United States
$6K +$7.27K +293 New
BEI
56
Benjamin Edwards Inc
Missouri
$5K +$5.96K +240 New
JWA
57
JFS Wealth Advisors
Pennsylvania
$5K +$6.21K +250 New
SWM
58
Sugarloaf Wealth Management
Georgia
$4K – – –
GRP
59
Global Retirement Partners
California
$4K +$4.82K +194 New
CA
60
Clearstead Advisors
Ohio
$3K +$3.72K +150 New
SPIA
61
Steward Partners Investment Advisory
New York
$3K +$4.34K +175 New
CFN
62
Cordasco Financial Network
Florida
$2K – – –
CCM
63
Cribstone Capital Management
Maine
$2K – – –
MWM
64
MBE Wealth Management
Wisconsin
$2K +$2.33K +94 New
Citadel Advisors
65
Citadel Advisors
Florida
– -$603K -22,998 Closed
CWA
66
Capital Wealth Alliance
Arizona
– -$76K -2,984 Closed
Wells Fargo
67
Wells Fargo
California
– -$8K -300 Closed
PA
68
PSI Advisors
Florida
– -$6K -250 Closed
TI
69
tru Independence
Oregon
– -$2K -100 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
– +$25 +1 New
US Bancorp
71
US Bancorp
Minnesota
– +$496 +20 New
1 2
3

UFOX Hedge Fund Activity: Q1 2020 in Review

66 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q1 2020, worth a combined $42.1M — up 33% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UFOX positions and 5 closed out — a net gain of 19 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $603K sold.

  • 66 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q1 2020, up from 49 in Q4 2019.
  • Funds reported $42.1M of Defiance Space and Connective Tech ETF stock for Q1 2020, up 33% quarter-over-quarter.
  • 24 funds opened new Defiance Space and Connective Tech ETF positions in Q1 2020 and 5 closed out, a net change of +19 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q1 2020 was Raymond James & Associates, an estimated $3.33M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q1 2020 was Citadel Advisors, an estimated $603K sold.

Based on aggregated 13F filings for Q1 2020.