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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
CFA
151
Carroll Financial Associates
North Carolina
$33K +$1.48K +42 +5%
GSAM
152
Grant Street Asset Management
Pennsylvania
$32K +$35 +1 +0.1%
PFBT
153
Parkside Financial Bank & Trust
Missouri
$31K +$140 +4 +0.5%
CFD
154
Creative Financial Designs
Indiana
$29K +$7.02K +200 +32%
AWA
155
Arkadios Wealth Advisors
Georgia
$27K +$23.7K +675 +675%
HWA
156
HHM Wealth Advisors
Tennessee
$26K
SSB
157
Sandy Spring Bank
Maryland
$26K +$105 +3 +0.4%
EVM
158
Eaton Vance Management
Massachusetts
$25K +$24.6K +700 New
GAM
159
Grandview Asset Management
Pennsylvania
$24K +$23.7K +675 New
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$23K
ACA
161
Atlas Capital Advisors
Wyoming
$21.8K
HFM
162
Hartford Financial Management
Connecticut
$21K
WOC
163
West Oak Capital
California
$21K +$7.02K +200 +50%
NFSG
164
Newbridge Financial Services Group
Florida
$19K +$6.5K +185 +53%
LWANC
165
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K
TFGT
166
TS Financial Group (TSFG)
Illinois
$18K
IWP
167
IAG Wealth Partners
Wisconsin
$15K
DWP
168
Destiny Wealth Partners
Florida
$14K
FRA
169
Front Row Advisors
California
$14K
AF
170
Allworth Financial
California
$13K
CWP
171
Concord Wealth Partners
Virginia
$11K
RFA
172
Reilly Financial Advisors
California
$11K +$11.4K +326 New
JCM
173
Jacobi Capital Management
Pennsylvania
$10K +$9.9K +282 New
JWA
174
JFS Wealth Advisors
Pennsylvania
$9K
MCC
175
Money Concepts Capital
Florida
$8K +$2.81K +80 +53%

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.