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UFOX

Defiance Space and Connective Tech ETF

204 hedge funds and large institutions have $289M invested in Defiance Space and Connective Tech ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $627K | Put options by funds: $203K

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.2% less ownership

Funds ownership: 26.59%25.39% (-1.2%)

6% less funds holding

Funds holding: 216204 (-12)

22% less capital invested

Capital invested by funds: $368M → $289M (-$79.8M)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
204
Holders Change
-12
Holders Change %
-5.56%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
71
Reduced
68
Closed
28
Calls
$627K
Puts
$203K
Net Calls
+$424K
Net Calls Change
-$802K
Name Holding Trade Value Shares
Change
Change in
Stake
HP
51
HT Partners
Connecticut
$1.24M -$70.7K -1,860 -5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.23M +$69.7K +1,833 +6%
BHB
53
Bank Hapoalim BM
Israel
$1.2M -$60.6K -1,595 -5%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$1.19M +$333K +8,760 +38%
AWM
55
AE Wealth Management
Kansas
$1.16M -$331K -8,721 -22%
LWM
56
Laidlaw Wealth Management
New York
$1.11M +$86K +2,264 +8%
OIA
57
OneDigital Investment Advisors
Kansas
$1.1M +$104K +2,725 +10%
IA
58
IFP Advisors
Florida
$1.1M +$277K +7,295 +20%
Goldman Sachs
59
Goldman Sachs
New York
$1.01M +$91.2K +2,401 +10%
BRWA
60
B. Riley Wealth Advisors
Florida
$1M -$201K -5,283 -16%
NFG
61
Norris Financial Group
South Carolina
$909K -$598K -15,746 -39%
Creative Planning
62
Creative Planning
Kansas
$904K +$10.4K +273 +1%
MGAM
63
McGowan Group Asset Management
Texas
$849K -$22.9K -602 -3%
ASN
64
Advisory Services Network
Georgia
$843K -$74.9K -1,970 -8%
OC
65
Oppenheimer & Co
New York
$835K +$34.8K +916 +4%
Mariner
66
Mariner
Kansas
$833K +$107K +2,819 +15%
IFG
67
Independent Financial Group
California
$809K -$353K -9,285 -30%
GWANC
68
Guardian Wealth Advisors (North Carolina)
North Carolina
$808K -$7.33K -193 -0.9%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$808K +$7.33K +193 +0.9%
OPS
70
Orion Portfolio Solutions
Nebraska
$795K +$79.6K +2,095 +11%
PWM
71
Provident Wealth Management
Tennessee
$786K +$3.53K +93 +0.4%
AFS
72
Access Financial Services
Minnesota
$771K +$9.77K +257 +1%
FFG
73
Frisch Financial Group
New York
$769K -$93.9K -2,470 -11%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$665K -$3.08K -81 -0.5%
WP
75
WealthSource Partners
California
$637K

UFOX Hedge Fund Activity: Q1 2022 in Review

204 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q1 2022, worth a combined $289M — down 22% from $368M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UFOX and 19 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 71 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.57M. The largest seller was Osaic Holdings, cutting an estimated $10.1M.

  • 204 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q1 2022, down from 216 in Q4 2021.
  • Funds reported $289M of Defiance Space and Connective Tech ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 19 funds opened new Defiance Space and Connective Tech ETF positions in Q1 2022 and 28 closed out, a net change of -9 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q1 2022 was Old Mission Capital, an estimated $4.57M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q1 2022 was Osaic Holdings, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2022.