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UFOX

Defiance Space and Connective Tech ETF

197 hedge funds and large institutions have $372M invested in Defiance Space and Connective Tech ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $574K

89% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 46

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $343M → $372M (+$29.2M)

4% more funds holding

Funds holding: 190197 (+7)

8.43% less ownership

Funds ownership: 37.46%29.03% (-8.4%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
197
Holders Change
+7
Holders Change %
+3.68%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
87
Reduced
46
Closed
12
Calls
$1.09M
Puts
$574K
Net Calls
+$518K
Net Calls Change
+$497K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthSource Partners
California
$595K +$86.4K +2,364 +18%
IF
77
Intrua Financial
Texas
$590K -$9.14K -250 -2%
SWA
78
Sightline Wealth Advisors
Connecticut
$585K -$261K -7,132 -32%
Morgan Stanley
79
Morgan Stanley
New York
$563K -$94.8K -2,593 -15%
APA
80
American Portfolios Advisors
New York
$551K -$5.45K -149 -1%
HI
81
Harbour Investments
Wisconsin
$522K +$69.4K +1,899 +16%
HB
82
Homrich & Berg
Georgia
$500K +$28.1K +769 +6%
ASFA
83
All Season Financial Advisors
Colorado
$475K +$456K +12,480 New
Simplex Trading
84
Simplex Trading
Illinois
$472K +$252K +6,889 +124%
CA
85
Claro Advisors
Massachusetts
$462K +$86.5K +2,365 +24%
TFS
86
Thoroughbred Financial Services
Tennessee
$441K +$439 +12 +0.1%
SC
87
Searle & Co
Connecticut
$438K
PAS
88
Park Avenue Securities
New York
$438K +$40.5K +1,109 +11%
SCG
89
Sonata Capital Group
Washington
$422K +$10.1K +275 +3%
AWA
90
Acorn Wealth Advisors
Michigan
$418K +$96.9K +2,649 +32%
FFN
91
Focus Financial Network
Minnesota
$405K +$74.7K +2,042 +24%
WANY
92
Wealthspire Advisors (New York)
New York
$399K
PFS
93
Prospera Financial Services
Texas
$389K +$38.8K +1,061 +12%
EH
94
Equitable Holdings
New York
$384K -$16.2K -443 -4%
MC
95
Moors & Cabot
Massachusetts
$377K -$26.5K -725 -7%
AWM
96
AllSquare Wealth Management
New York
$371K
ACM
97
Advisors Capital Management
New Jersey
$338K -$1.54K -42 -0.5%
FAIM
98
Financial Advocates Investment Management
Washington
$321K -$60.6K -1,658 -16%
VWA
99
V Wealth Advisors
Kansas
$309K +$64.3K +1,758 +28%
APA
100
Allegiant Private Advisors
Florida
$301K +$289K +7,912 New

UFOX Hedge Fund Activity: Q2 2021 in Review

197 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q2 2021, worth a combined $372M — up 8.5% from $343M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UFOX positions and 12 closed out — a net gain of 9 holders — while 87 added to existing stakes and 46 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $7.63M. The largest seller was Sugarloaf Wealth Management, cutting an estimated $82.9M.

  • 197 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q2 2021, up from 190 in Q1 2021.
  • Funds reported $372M of Defiance Space and Connective Tech ETF stock for Q2 2021, up 8.5% quarter-over-quarter.
  • 21 funds opened new Defiance Space and Connective Tech ETF positions in Q2 2021 and 12 closed out, a net change of +9 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q2 2021 was Portfolio Strategies, an estimated $7.63M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q2 2021 was Sugarloaf Wealth Management, an estimated $82.9M sold.

Based on aggregated 13F filings for Q2 2021.