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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
EIP
51
Ellis Investment Partners
Pennsylvania
$921K +$658K +18,754 +253%
LWM
52
Laidlaw Wealth Management
New York
$898K +$285K +8,105 +47%
WWM
53
WT Wealth Management
Arizona
$888K +$886K +25,228 New
BFG
54
Beacon Financial Group
Texas
$856K
Creative Planning
55
Creative Planning
Kansas
$835K +$214K +6,090 +35%
SWA
56
Sightline Wealth Advisors
Connecticut
$795K +$67.8K +1,930 +9%
FFG
57
Frisch Financial Group
New York
$788K +$247K +7,046 +46%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$751K +$197K +5,625 +36%
HH
59
Hilltop Holdings
Texas
$749K +$516K +14,704 +224%
IFG
60
Independent Financial Group
California
$735K -$35.1K -1,000 -5%
OC
61
Oppenheimer & Co
New York
$733K +$232K +6,621 +47%
ASN
62
Advisory Services Network
Georgia
$691K +$597K +17,009 +654%
ACS
63
Archford Capital Strategies
Illinois
$688K +$161K +4,582 +32%
IWM
64
IHT Wealth Management
Illinois
$687K +$36.1K +1,027 +6%
OIA
65
OneDigital Investment Advisors
Kansas
$671K +$166K +4,730 +33%
IAN
66
Integrated Advisors Network
Texas
$643K +$641K +18,267 New
AWM
67
AE Wealth Management
Kansas
$639K +$287K +8,188 +82%
SWM
68
SeaCrest Wealth Management
New York
$629K -$231K -6,589 -27%
PWM
69
Provident Wealth Management
Tennessee
$612K -$96K -2,733 -14%
Morgan Stanley
70
Morgan Stanley
New York
$612K +$330K +9,401 +118%
IF
71
Intrua Financial
Texas
$578K +$549K +15,650 New
CAN
72
Cetera Advisor Networks
California
$558K +$54.4K +1,549 +11%
BCV
73
Banque Cantonale Vaudoise
Switzerland
$550K -$1.54K -44 -0.3%
AIFAIM
74
American Institute for Advanced Investment Management
Arizona
$545K +$70 +2 +0%
APA
75
American Portfolios Advisors
New York
$515K +$34.3K +978 +7%

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.