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UFOX

Defiance Space and Connective Tech ETF

162 hedge funds and large institutions have $255M invested in Defiance Space and Connective Tech ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 59 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 6

354% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 13

164% more capital invested

Capital invested by funds: $96.5M → $255M (+$158M)

49% more funds holding

Funds holding: 109162 (+53)

9.08% more ownership

Funds ownership: 19.58%28.65% (+9.1%)

Holders
162
Holders Change
+53
Holders Change %
+48.62%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
63
Increased
59
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$535K +$497K +15,914 New
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$528K +$490K +15,705 New
BCV
53
Banque Cantonale Vaudoise
Switzerland
$527K +$420K +13,441 +601%
AIFAIM
54
American Institute for Advanced Investment Management
Arizona
$520K +$483K +15,477 New
FFG
55
Frisch Financial Group
New York
$515K +$84.2K +2,696 +21%
ACS
56
Archford Capital Strategies
Illinois
$495K +$123K +3,947 +38%
OIA
57
OneDigital Investment Advisors
Kansas
$482K +$448K +14,339 New
CAN
58
Cetera Advisor Networks
California
$480K +$76.8K +2,460 +21%
OC
59
Oppenheimer & Co
New York
$477K
APA
60
American Portfolios Advisors
New York
$459K +$61.8K +1,980 +17%
Bank Julius Baer & Co
61
Bank Julius Baer & Co
Switzerland
$436K +$405K +12,976 New
Truist Financial
62
Truist Financial
North Carolina
$416K -$80.1K -2,565 -17%
HB
63
Homrich & Berg
Georgia
$414K +$384K +12,310 New
WP
64
WealthSource Partners
California
$385K +$9.06K +290 +3%
SC
65
Searle & Co
Connecticut
$383K
Simplex Trading
66
Simplex Trading
Illinois
$371K +$345K +11,049 New
MML Investors Services
67
MML Investors Services
Massachusetts
$364K +$79.5K +2,547 +31%
SCG
68
Sonata Capital Group
Washington
$364K +$338K +10,825 New
MC
69
Moors & Cabot
Massachusetts
$356K +$337K +10,800 New
EH
70
Equitable Holdings
New York
$349K +$60.5K +1,936 +23%
AWM
71
AllSquare Wealth Management
New York
$344K -$14.2K -455 -4%
PAS
72
Park Avenue Securities
New York
$343K -$33.8K -1,081 -10%
AWM
73
AE Wealth Management
Kansas
$335K +$311K +9,974 New
SPC
74
Sigma Planning Corp
Michigan
$329K +$62.6K +2,004 +26%
WANY
75
Wealthspire Advisors (New York)
New York
$302K

UFOX Hedge Fund Activity: Q4 2020 in Review

162 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q4 2020, worth a combined $255M — up 164% from $96.5M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UFOX positions and 6 closed out — a net gain of 57 holders — while 59 added to existing stakes and 13 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $65.2M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $3.91M sold.

  • 162 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q4 2020, up from 109 in Q3 2020.
  • Funds reported $255M of Defiance Space and Connective Tech ETF stock for Q4 2020, up 164% quarter-over-quarter.
  • 63 funds opened new Defiance Space and Connective Tech ETF positions in Q4 2020 and 6 closed out, a net change of +57 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q4 2020 was Phoenix Financial, an estimated $65.2M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q4 2020 was Beaumont Financial Advisors, an estimated $3.91M sold.

Based on aggregated 13F filings for Q4 2020.