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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
FFA
176
Founders Financial Alliance
North Carolina
$8K +$8.04K +229 New
GEA
177
Glen Eagle Advisors
New Jersey
$7.92K
JFA
178
JNBA Financial Advisors
Minnesota
$7K
TFS
179
TrustCore Financial Services
Tennessee
$7K
PMFA
180
Plante Moran Financial Advisors
Michigan
$7K +$7.02K +200 New
SWP
181
ShoreHaven Wealth Partners
New Jersey
$5K +$5.44K +155 New
JMF
182
Johnson Midwest Financial
Iowa
$4K
RWB
183
RMR Wealth Builders
New Jersey
$4K +$3.9K +111 New
ADL
184
Asset Dedication LLC
California
$4K +$4.28K +122 New
SIC
185
Salem Investment Counselors
North Carolina
$4K +$4.39K +125 New
CCM
186
Cribstone Capital Management
Maine
$3K
TF
187
TimeScale Financial
Massachusetts
$2K
TCOV
188
Trust Company of Vermont
Vermont
$1K -$351 -10 -20%
US Bancorp
189
US Bancorp
Minnesota
$1K +$211 +6 +30%
SWM
190
Sugarloaf Wealth Management
Georgia
$26 +$79.6M +2,268,290 +504,064%
DRS
191
Deane Retirement Strategies
Louisiana
-$4.95M -147,230 Closed
P
192
Palladiem
Pennsylvania
-$2.83M -84,115 Closed
Jane Street
193
Jane Street
New York
-$1.47M -43,843 Closed
SIM
194
Seaview Investment Managers
Florida
-$890K -26,521 Closed
Bank Julius Baer & Co
195
Bank Julius Baer & Co
Switzerland
-$436K -12,976 Closed
SS
196
Simplicity Solutions
Minnesota
-$268K -7,988 Closed
LNC
197
Lincoln National Corp
Pennsylvania
-$201K -5,971 Closed
PS
198
Planned Solutions
California
-$163K -4,866 Closed
RWA
199
Ropes Wealth Advisors
Massachusetts
-$99K -2,950 Closed
RPWA
200
Regent Peak Wealth Advisors
Georgia
-$65K -1,931 Closed

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.