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UFOX

Defiance Space and Connective Tech ETF

162 hedge funds and large institutions have $255M invested in Defiance Space and Connective Tech ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 59 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 6

354% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 13

164% more capital invested

Capital invested by funds: $96.5M → $255M (+$158M)

49% more funds holding

Funds holding: 109162 (+53)

9.08% more ownership

Funds ownership: 19.58%28.65% (+9.1%)

Holders
162
Holders Change
+53
Holders Change %
+48.62%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
63
Increased
59
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$70.1M +$65.2M +2,088,092 New
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$24.4M +$8.05M +257,900 +55%
LPL Financial
3
LPL Financial
California
$24M +$9.73M +311,629 +78%
UBS Group
4
UBS Group
Switzerland
$14.6M +$13.6M +434,780 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$13.4M +$99.9K +3,200 +0.8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.7M +$1.13M +36,219 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.01M +$255K +8,158 +4%
NAMP
8
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.6M -$23.9K -765 -0.4%
FA
9
Fagan Associates
New York
$4.98M +$893K +28,580 +24%
DRS
10
Deane Retirement Strategies
Louisiana
$4.95M +$3.01M +96,334 +189%
CI
11
Clal Insurance
Israel
$3.77M
Stifel Financial
12
Stifel Financial
Missouri
$3.52M +$2.26M +72,291 +223%
KAS
13
Kestra Advisory Services
Texas
$2.93M +$1.73M +55,363 +171%
RJA
14
Raymond James & Associates
Florida
$2.9M -$3.26M -104,417 -55%
P
15
Palladiem
Pennsylvania
$2.83M +$2.63M +84,115 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.6M +$1.16M +37,282 +93%
OFA
17
Oak Family Advisors
Illinois
$2.35M +$2.19M +70,026 New
KL
18
KWMG LLC
Kansas
$2.31M +$2.15M +68,847 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.27M +$284K +9,102 +16%
OIM
20
Orca Investment Management
Oregon
$2.27M +$2.11M +67,437 New
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.22M +$1.92M +61,338 +1,306%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.12M +$882K +28,250 +81%
PAG
23
Private Advisor Group
New Jersey
$1.86M +$31.8K +1,018 +2%
Vontobel Holding
24
Vontobel Holding
Switzerland
$1.57M +$1.46M +46,660 New
VNA
25
Valley National Advisers
Pennsylvania
$1.54M +$465K +14,899 +48%

UFOX Hedge Fund Activity: Q4 2020 in Review

162 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q4 2020, worth a combined $255M — up 164% from $96.5M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UFOX positions and 6 closed out — a net gain of 57 holders — while 59 added to existing stakes and 13 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $65.2M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $3.91M sold.

  • 162 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q4 2020, up from 109 in Q3 2020.
  • Funds reported $255M of Defiance Space and Connective Tech ETF stock for Q4 2020, up 164% quarter-over-quarter.
  • 63 funds opened new Defiance Space and Connective Tech ETF positions in Q4 2020 and 6 closed out, a net change of +57 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q4 2020 was Phoenix Financial, an estimated $65.2M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q4 2020 was Beaumont Financial Advisors, an estimated $3.91M sold.

Based on aggregated 13F filings for Q4 2020.