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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
PF
1
Phoenix Financial
Israel
$76M +$2.5M +71,204 +3%
UBS Group
2
UBS Group
Switzerland
$35.8M +$20.4M +581,826 +134%
LPL Financial
3
LPL Financial
California
$29.3M +$4.2M +119,508 +17%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$15.3M -$10.3M -292,583 -40%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$14M -$80.8K -2,300 -0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.9M +$6.42M +182,740 +88%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.33M +$1.26M +35,884 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.27M +$6.87M +195,670 +289%
6F
9
626 Financial
Michigan
$8.01M +$7.49M +213,373 New
NAMP
10
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.75M -$169K -4,800 -2%
ANB
11
Amarillo National Bank
Texas
$5.87M +$5.85M +166,762 New
FA
12
Fagan Associates
New York
$5.31M +$87.6K +2,495 +2%
Stifel Financial
13
Stifel Financial
Missouri
$4.97M +$1.28M +36,362 +35%
JP Morgan Chase
14
JP Morgan Chase
New York
$4.57M +$4.55M +129,732 +235,876%
CI
15
Clal Insurance
Israel
$4.22M
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.15M +$1.42M +40,495 +52%
JBA
17
Johnson Bixby & Associates
Washington
$3.68M +$3.01M +85,628 +451%
KAS
18
Kestra Advisory Services
Texas
$3.58M +$489K +13,936 +16%
KL
19
KWMG LLC
Kansas
$2.61M +$190K +5,405 +8%
SG
20
StoneX Group
New York
$2.59M +$1.76M +50,094 +213%
Wells Fargo
21
Wells Fargo
California
$2.58M +$2.57M +73,198 New
RJA
22
Raymond James & Associates
Florida
$2.57M -$463K -13,195 -15%
OFA
23
Oak Family Advisors
Illinois
$2.52M +$54.5K +1,553 +2%
SC
24
Sierra Capital
Florida
$2.46M +$2.45M +69,745 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.38M +$159K +4,541 +7%

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.