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UFOX

Defiance Space and Connective Tech ETF

190 hedge funds and large institutions have $206M invested in Defiance Space and Connective Tech ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.71% less ownership

Funds ownership: 25.39%23.68% (-1.7%)

7% less funds holding

Funds holding: 204190 (-14)

29% less capital invested

Capital invested by funds: $289M → $206M (-$83.1M)

44% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 85

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
190
Holders Change
-14
Holders Change %
-6.86%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
48
Reduced
85
Closed
26
Calls
$236K
Puts
Net Calls
+$236K
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Change in
Stake
OFA
51
Oak Family Advisors
Illinois
$839K -$2.29M -66,751 -71%
AWM
52
AE Wealth Management
Kansas
$796K -$188K -5,494 -18%
FFG
53
Frisch Financial Group
New York
$752K +$116K +3,395 +17%
FA
54
Fagan Associates
New York
$734K -$3.22M -93,949 -80%
ASN
55
Advisory Services Network
Georgia
$728K +$22.8K +665 +3%
Creative Planning
56
Creative Planning
Kansas
$695K -$69.5K -2,031 -8%
OPS
57
Orion Portfolio Solutions
Nebraska
$659K -$9.31K -272 -1%
OIA
58
OneDigital Investment Advisors
Kansas
$614K -$337K -9,851 -34%
MGAM
59
McGowan Group Asset Management
Texas
$593K -$130K -3,800 -17%
BRWA
60
B. Riley Wealth Advisors
Florida
$581K -$285K -8,313 -31%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$566K -$467K -13,645 -43%
WWM
62
Western Wealth Management
Colorado
$560K -$661K -19,307 -52%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$550K -$10.3K -300 -2%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$541K -$669K -19,551 -53%
HP
65
HT Partners
Connecticut
$535K -$550K -16,054 -49%
WP
66
WealthSource Partners
California
$535K
IWM
67
IHT Wealth Management
Illinois
$535K +$11.3K +331 +2%
IP
68
Ignite Planners
California
$530K
WANY
69
Wealthspire Advisors (New York)
New York
$482K +$822 +24 +0.2%
CA
70
Claro Advisors
Massachusetts
$480K +$28.7K +838 +6%
IF
71
Intrua Financial
Texas
$473K -$6.85K -200 -1%
AIFAIM
72
American Institute for Advanced Investment Management
Arizona
$468K -$27.3K -798 -5%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$462K -$235K -6,853 -32%
Mariner
74
Mariner
Kansas
$460K -$260K -7,596 -34%
SPC
75
Sigma Planning Corp
Michigan
$454K -$37.1K -1,085 -7%

UFOX Hedge Fund Activity: Q2 2022 in Review

190 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q2 2022, worth a combined $206M — down 29% from $289M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of UFOX and 12 opened new positions — a net loss of 14 holders — while 85 trimmed existing stakes and 48 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.25M. The largest seller was LPL Financial, cutting an estimated $8.47M.

  • 190 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q2 2022, down from 204 in Q1 2022.
  • Funds reported $206M of Defiance Space and Connective Tech ETF stock for Q2 2022, down 29% quarter-over-quarter.
  • 12 funds opened new Defiance Space and Connective Tech ETF positions in Q2 2022 and 26 closed out, a net change of -14 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q2 2022 was Citadel Advisors, an estimated $2.25M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q2 2022 was LPL Financial, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2022.