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UFOX

Defiance Space and Connective Tech ETF

194 hedge funds and large institutions have $358M invested in Defiance Space and Connective Tech ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 41

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% less ownership

Funds ownership: 29.03%29.03% (-0%)

4% less capital invested

Capital invested by funds: $372M → $358M (-$14.4M)

2% less funds holding

Funds holding: 197194 (-3)

Holders
194
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
91
Reduced
41
Closed
12
Calls
$1.23M
Puts
Net Calls
+$1.23M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
51
Bank Hapoalim BM
Israel
$1.23M +$18.2K +480 +1%
AFS
52
Access Financial Services
Minnesota
$1.2M +$4.54K +120 +0.4%
AWM
53
AE Wealth Management
Kansas
$1.19M +$556K +14,676 +81%
EIP
54
Ellis Investment Partners
Pennsylvania
$1.16M +$9.31K +246 +0.8%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.13M +$21.2K +561 +2%
LSA
56
L & S Advisors
California
$1.12M +$48.5K +1,280 +4%
BFG
57
Beacon Financial Group
Texas
$1.03M +$71.7K +1,895 +7%
OIA
58
OneDigital Investment Advisors
Kansas
$948K +$154K +4,056 +18%
LWM
59
Laidlaw Wealth Management
New York
$939K -$114K -2,998 -10%
Creative Planning
60
Creative Planning
Kansas
$856K +$3.41K +90 +0.4%
FFG
61
Frisch Financial Group
New York
$853K +$3.86K +102 +0.4%
FTUS
62
Flow Traders U.S.
New York
$849K +$885K +23,366 New
ASN
63
Advisory Services Network
Georgia
$848K +$54.7K +1,446 +7%
IWM
64
IHT Wealth Management
Illinois
$833K +$568 +15 +0.1%
IFG
65
Independent Financial Group
California
$828K -$26.5K -700 -3%
HH
66
Hilltop Holdings
Texas
$808K +$19K +502 +2%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$808K +$33.1K +875 +4%
OC
68
Oppenheimer & Co
New York
$775K +$3.79K +100 +0.5%
PWM
69
Provident Wealth Management
Tennessee
$729K +$15.7K +414 +2%
HI
70
Harbour Investments
Wisconsin
$717K +$229K +6,037 +44%
SWM
71
SeaCrest Wealth Management
New York
$667K +$19.1K +505 +3%
Mariner
72
Mariner
Kansas
$650K +$678K +17,899 New
WP
73
WealthSource Partners
California
$603K +$36.4K +961 +6%
IAN
74
Integrated Advisors Network
Texas
$598K -$23.7K -627 -4%
SPC
75
Sigma Planning Corp
Michigan
$592K +$22K +582 +4%

UFOX Hedge Fund Activity: Q3 2021 in Review

194 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q3 2021, worth a combined $358M — down 3.9% from $372M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UFOX positions and 12 closed out — a net gain of 2 holders — while 91 added to existing stakes and 41 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.92M. The largest seller was Phoenix Financial, cutting an estimated $10.3M.

  • 194 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q3 2021, down from 197 in Q2 2021.
  • Funds reported $358M of Defiance Space and Connective Tech ETF stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 14 funds opened new Defiance Space and Connective Tech ETF positions in Q3 2021 and 12 closed out, a net change of +2 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $3.92M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q3 2021 was Phoenix Financial, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2021.