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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
GWM
126
Geneos Wealth Management
Colorado
$111K -$24.6K -700 -19%
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$110K +$39.4K +1,123 +140%
CIAS
128
Capital Investment Advisory Services
North Carolina
$101K +$83.5K +2,378 +478%
CWA
129
Clearview Wealth Advisors
Oregon
$95K -$22.6K -643 -19%
APWA
130
Atlas Private Wealth Advisors
New Jersey
$89K +$83.1K +2,366 +1,546%
AIM
131
Anchor Investment Management
South Carolina
$87K +$10.5K +300 +14%
CWAF
132
Core Wealth Advisors (Florida)
Florida
$85K -$5.27K -150 -6%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$83K +$1.75K +50 +2%
GRP
134
Global Retirement Partners
California
$77K +$58K +1,652 +315%
OIA
135
Optimum Investment Advisors
Illinois
$76K +$70 +2 +0.1%
CFN
136
Cordasco Financial Network
Florida
$73K +$70 +2 +0.1%
PA
137
Parallel Advisors
California
$70K +$2.7K +77 +4%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$70K +$34.2K +974 +95%
Citigroup
139
Citigroup
New York
$70K +$70.2K +2,000 New
ST
140
Smithfield Trust
Pennsylvania
$64K
SCA
141
Stonebridge Capital Advisors
Minnesota
$64K +$63.9K +1,821 New
FWP
142
FAS Wealth Partners
Kansas
$63K +$62.5K +1,781 New
GI
143
Gradient Investments
Minnesota
$59K +$45.4K +1,294 +351%
HPC
144
HM Payson & Co
Maine
$58K +$5.27K +150 +10%
TWA
145
TCI Wealth Advisors
Arizona
$53K
SFS
146
Sowell Financial Services
Arkansas
$38K +$37.1K +1,056 New
IF
147
Ironwood Financial
Arizona
$36K +$9.34K +266 +36%
COCM
148
Charter Oak Capital Management
New Hampshire
$35K
EFSCE
149
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
WWMSC
150
Wagner Wealth Management (South Carolina)
South Carolina
$35K +$34.9K +994 New

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.