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UFOX

Defiance Space and Connective Tech ETF
UFOX

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: 109 → 162 (+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
–

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$65.2M
2
UBS Group
UBS Group
Switzerland
+$13.6M
3
LPL Financial
LPL Financial
California
+$9.73M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$8.05M
5
DRS
Deane Retirement Strategies
Louisiana
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$3.91M
2
RJA
Raymond James & Associates
Florida
-$3.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$874K
4
BB
Busey Bank
Illinois
-$277K
5
PP
Prudential plc
United Kingdom
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
76
Advisors Capital Management
New Jersey
$280K +$261K +8,363 New
CA
77
Claro Advisors
Massachusetts
$269K +$250K +8,020 New
Morgan Stanley
78
Morgan Stanley
New York
$268K +$209K +6,688 +516%
SS
79
Simplicity Solutions
Minnesota
$268K +$249K +7,988 New
PFS
80
Prospera Financial Services
Texas
$266K +$216K +6,928 +693%
SSWM
81
Sheets Smith Wealth Management
North Carolina
$263K +$245K +7,830 New
EIP
82
Ellis Investment Partners
Pennsylvania
$249K +$165K +5,288 +250%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$238K – – –
IAP
84
Indie Asset Partners
Indiana
$237K -$89K -2,850 -29%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$235K +$218K +6,991 New
EIA
86
Edgemoor Investment Advisors
Maryland
$230K +$214K +6,850 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$223K – – –
TCM
88
Tandem Capital Management
New Jersey
$221K +$205K +6,570 New
NFG
89
Next Financial Group
Texas
$220K -$2.53K -81 -1%
HH
90
Hilltop Holdings
Texas
$220K +$205K +6,558 New
WWM
91
Western Wealth Management
Colorado
$214K -$114K -3,638 -36%
Bank of America
92
Bank of America
North Carolina
$214K – – –
FAIM
93
Financial Advocates Investment Management
Washington
$214K +$199K +6,378 New
AAS
94
Avantax Advisory Services
Texas
$206K +$193K +6,173 New
MGAM
95
McGowan Group Asset Management
Texas
$204K +$190K +6,082 New
LNC
96
Lincoln National Corp
Pennsylvania
$201K +$186K +5,971 New
TWM
97
Tradition Wealth Management
Minnesota
$184K +$171K +5,464 New
PS
98
Planned Solutions
California
$163K +$468 +15 +0.3%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$153K +$6.25K +200 +5%
AF
100
Advisornet Financial
Minnesota
$134K +$53.6K +1,715 +75%
2 3
4
5 6

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.