We are live on ! Find out more
UFOX

Defiance Space and Connective Tech ETF

49 hedge funds and large institutions have $31.5M invested in Defiance Space and Connective Tech ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

23% more funds holding

Funds holding: 4049 (+9)

11% more capital invested

Capital invested by funds: $28.5M → $31.5M (+$3.03M)

5.91% less ownership

Funds ownership: 25.24%19.33% (-5.9%)

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$7.61M -$161K -6,480 -2%
RJA
2
Raymond James & Associates
Florida
$5.08M +$26.7K +1,071 +0.6%
NAMP
3
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.24M -$61.7K -2,475 -2%
LPL Financial
4
LPL Financial
California
$3M +$1.11M +44,348 +63%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.29M +$236K +9,451 +12%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$971K +$63.7K +2,556 +7%
VNA
7
Valley National Advisers
Pennsylvania
$820K +$324K +12,985 +71%
SWM
8
SeaCrest Wealth Management
New York
$679K +$426K +17,084 +194%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$656K +$221K +8,876 +55%
PAG
10
Private Advisor Group
New Jersey
$633K +$601K +24,127 New
BRWA
11
B. Riley Wealth Advisors
Florida
$618K +$8.72K +350 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$603K +$321K +12,877 +127%
BFG
13
Beacon Financial Group
Texas
$509K +$34.1K +1,368 +8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$507K +$482K +19,330 New
FAAS
15
First Allied Advisory Services
California
$416K +$373K +14,947 +1,666%
RBC
16
Roble Belko & Company
Pennsylvania
$378K +$360K +14,426 New
SC
17
Searle & Co
Connecticut
$288K +$42.4K +1,700 +18%
TRCT
18
Tower Research Capital (TRC)
New York
$253K -$25.2K -1,013 -10%
IA
19
IFP Advisors
Florida
$239K +$151K +6,078 +200%
FFG
20
Frisch Financial Group
New York
$237K +$225K +9,033 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$223K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$203K +$17.7K +710 +10%
AG
23
Advisor Group
Arizona
$168K +$6.03K +242 +4%
NFG
24
Next Financial Group
Texas
$122K -$33.3K -1,337 -22%
CI
25
Clal Insurance
Israel
$120K -$2.91M -116,855 -97%

UFOX Hedge Fund Activity: Q4 2019 in Review

49 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q4 2019, worth a combined $31.5M — up 11% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UFOX positions and 4 closed out — a net gain of 9 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.11M. The largest seller was Clal Insurance, cutting an estimated $2.91M.

  • 49 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q4 2019, up from 40 in Q3 2019.
  • Funds reported $31.5M of Defiance Space and Connective Tech ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 13 funds opened new Defiance Space and Connective Tech ETF positions in Q4 2019 and 4 closed out, a net change of +9 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q4 2019 was LPL Financial, an estimated $1.11M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q4 2019 was Clal Insurance, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2019.