We are live on ! Find out more
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
WP
76
WealthSource Partners
California
$468K +$64.6K +1,840 +16%
Truist Financial
77
Truist Financial
North Carolina
$467K +$30K +855 +7%
HB
78
Homrich & Berg
Georgia
$435K +$1.86K +53 +0.4%
HI
79
Harbour Investments
Wisconsin
$416K +$415K +11,816 New
SPC
80
Sigma Planning Corp
Michigan
$415K +$69.2K +1,972 +20%
TFS
81
Thoroughbred Financial Services
Tennessee
$407K +$407K +11,579 New
SC
82
Searle & Co
Connecticut
$405K +$3.33K +95 +0.8%
SCG
83
Sonata Capital Group
Washington
$381K
MC
84
Moors & Cabot
Massachusetts
$373K -$6.14K -175 -2%
EH
85
Equitable Holdings
New York
$371K +$5.62K +160 +2%
WANY
86
Wealthspire Advisors (New York)
New York
$369K +$52.7K +1,500 +17%
PAS
87
Park Avenue Securities
New York
$366K +$7.23K +206 +2%
FAIM
88
Financial Advocates Investment Management
Washington
$356K +$131K +3,728 +58%
CA
89
Claro Advisors
Massachusetts
$344K +$61.3K +1,745 +22%
AWM
90
AllSquare Wealth Management
New York
$343K -$17.6K -500 -5%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$340K +$339K +9,650 New
MML Investors Services
92
MML Investors Services
Massachusetts
$326K -$55.3K -1,574 -15%
PFS
93
Prospera Financial Services
Texas
$323K +$44.2K +1,260 +16%
ACM
94
Advisors Capital Management
New Jersey
$314K +$19.7K +560 +7%
FFN
95
Focus Financial Network
Minnesota
$303K +$302K +8,596 New
AWA
96
Acorn Wealth Advisors
Michigan
$293K +$293K +8,333 New
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$280K +$279K +7,940 New
SSWM
98
Sheets Smith Wealth Management
North Carolina
$279K +$3.69K +105 +1%
WWM
99
Western Wealth Management
Colorado
$273K +$48.8K +1,389 +22%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$267K

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.