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UFOX

Defiance Space and Connective Tech ETF

194 hedge funds and large institutions have $358M invested in Defiance Space and Connective Tech ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 41

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% less ownership

Funds ownership: 29.03%29.03% (-0%)

4% less capital invested

Capital invested by funds: $372M → $358M (-$14.4M)

2% less funds holding

Funds holding: 197194 (-3)

Holders
194
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
91
Reduced
41
Closed
12
Calls
$1.23M
Puts
Net Calls
+$1.23M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
151
FAS Wealth Partners
Kansas
$52K
CFA
152
Carroll Financial Associates
North Carolina
$39K +$6.06K +160 +17%
IF
153
Ironwood Financial
Arizona
$37K
Citigroup
154
Citigroup
New York
$36K -$37.9K -1,000 -50%
BMD
155
Better Money Decisions
New Mexico
$36K
COCM
156
Charter Oak Capital Management
New Hampshire
$36K
WWMSC
157
Wagner Wealth Management (South Carolina)
South Carolina
$33K -$4.32K -114 -11%
BBPWM
158
Blue Bell Private Wealth Management
Pennsylvania
$33K
NFSG
159
Newbridge Financial Services Group
Florida
$33K
PFBT
160
Parkside Financial Bank & Trust
Missouri
$32K +$76 +2 +0.2%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$189 +5 +0.6%
CFD
162
Creative Financial Designs
Indiana
$30K
HWA
163
HHM Wealth Advisors
Tennessee
$27K
SSB
164
Sandy Spring Bank
Maryland
$27K +$38 +1 +0.1%
SWM
165
Sugarloaf Wealth Management
Georgia
$27K +$38 +1 +0.1%
EVM
166
Eaton Vance Management
Massachusetts
$25K
AF
167
Allworth Financial
California
$23K +$9.46K +250 +67%
WOC
168
West Oak Capital
California
$22K
ACA
169
Atlas Capital Advisors
Wyoming
$21.8K
TFGT
170
TS Financial Group (TSFG)
Illinois
$18K
IWP
171
IAG Wealth Partners
Wisconsin
$16K
FRA
172
Front Row Advisors
California
$15K
DWP
173
Destiny Wealth Partners
Florida
$15K +$15.2K +401 New
UFF
174
USA Financial Formulas
Michigan
$12K +$12K +317 New
CWP
175
Concord Wealth Partners
Virginia
$11K

UFOX Hedge Fund Activity: Q3 2021 in Review

194 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q3 2021, worth a combined $358M — down 3.9% from $372M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UFOX positions and 12 closed out — a net gain of 2 holders — while 91 added to existing stakes and 41 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.92M. The largest seller was Phoenix Financial, cutting an estimated $10.3M.

  • 194 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q3 2021, down from 197 in Q2 2021.
  • Funds reported $358M of Defiance Space and Connective Tech ETF stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 14 funds opened new Defiance Space and Connective Tech ETF positions in Q3 2021 and 12 closed out, a net change of +2 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $3.92M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q3 2021 was Phoenix Financial, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2021.