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UFOX

Defiance Space and Connective Tech ETF

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: 109162 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$133K +$98.8K +3,165 +517%
CWA
102
Clearview Wealth Advisors
Oregon
$112K +$104K +3,337 New
RWA
103
Ropes Wealth Advisors
Massachusetts
$99K
ASN
104
Advisory Services Network
Georgia
$87K +$56.2K +1,800 +224%
CWAF
105
Core Wealth Advisors (Florida)
Florida
$86K +$10K +321 +14%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$84K -$18.1K -580 -19%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$77K +$63.1K +2,022 +940%
CFGS
108
Concourse Financial Group Securities
Alabama
$74K
AIM
109
Anchor Investment Management
South Carolina
$72.9K +$9.37K +300 +16%
OIA
110
Optimum Investment Advisors
Illinois
$72K +$17.3K +554 +35%
CFN
111
Cordasco Financial Network
Florida
$69K +$11.1K +355 +21%
RPWA
112
Regent Peak Wealth Advisors
Georgia
$65K +$60.3K +1,931 New
PA
113
Parallel Advisors
California
$64K
ST
114
Smithfield Trust
Pennsylvania
$61K
TWA
115
TCI Wealth Advisors
Arizona
$50K
HPC
116
HM Payson & Co
Maine
$50K +$46.8K +1,500 New
AL
117
ADE LLC
Maryland
$50K +$46.9K +1,501 New
EFSCE
118
Enterprise Financial Services Corp (EFSC)
Missouri
$34K
COCM
119
Charter Oak Capital Management
New Hampshire
$34K +$31.2K +1,000 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$34K +$32K +1,026 New
CFA
121
Carroll Financial Associates
North Carolina
$30K -$14.6K -468 -34%
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$30K
PFBT
123
Parkside Financial Bank & Trust
Missouri
$30K
GSAM
124
Grant Street Asset Management
Pennsylvania
$30K +$28.3K +905 New
FCH
125
Freestone Capital Holdings
Washington
$27K +$25.1K +803 New

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.