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UFOX

Defiance Space and Connective Tech ETF

157 hedge funds and large institutions have $125M invested in Defiance Space and Connective Tech ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $71K | Put options by funds: $19K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $107M → $125M (+$18.8M)

5% more funds holding

Funds holding: 150157 (+7)

1.01% more ownership

Funds ownership: 19.23%20.24% (+1%)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
45
Reduced
52
Closed
10
Calls
$71K
Puts
$19K
Net Calls
+$52K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$830K +$368 +8 +0%
OFA
27
Oak Family Advisors
Illinois
$779K +$213K +4,633 +40%
ASN
28
Advisory Services Network
Georgia
$757K -$222K -4,837 -23%
HIP
29
HUB Investment Partners
Texas
$743K -$114K -2,484 -14%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$729K +$4.97K +108 +0.7%
Vontobel Holding
31
Vontobel Holding
Switzerland
$720K -$73.6K -1,600 -10%
Creative Planning
32
Creative Planning
Kansas
$688K -$26.9K -585 -4%
WA
33
Waverly Advisors
Alabama
$659K +$47.7K +1,037 +8%
LWM
34
Laidlaw Wealth Management
New York
$619K -$35.4K -769 -6%
SAG
35
SageView Advisory Group
California
$597K +$16.1K +351 +3%
Citadel Advisors
36
Citadel Advisors
Florida
$581K -$1.2M -26,087 -68%
FFL
37
Financial Freedom LLC
Ohio
$578K +$736 +16 +0.1%
IAA
38
Independent Advisor Alliance
North Carolina
$573K +$553K +12,022 New
USCWA
39
U.S. Capital Wealth Advisors
Texas
$564K +$545K +11,843 New
AWM
40
Apollon Wealth Management
South Carolina
$545K +$56.6K +1,230 +12%
SFWC
41
Strategic Family Wealth Counselors
New Jersey
$542K +$23.7K +515 +5%
HP
42
HT Partners
Connecticut
$540K
FFG
43
Frisch Financial Group
New York
$519K -$14.1K -307 -3%
Mariner
44
Mariner
Kansas
$516K -$25.1K -546 -5%
SC
45
Searle & Co
Connecticut
$502K
WEG
46
World Equity Group
Illinois
$499K
Jane Street
47
Jane Street
New York
$496K -$1.13M -24,623 -70%
OC
48
Oppenheimer & Co
New York
$493K
ACM
49
Advisors Capital Management
New Jersey
$462K -$23.8K -518 -5%
IF
50
Intrua Financial
Texas
$434K +$920 +20 +0.2%

UFOX Hedge Fund Activity: Q4 2024 in Review

157 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q4 2024, worth a combined $125M — up 18% from $107M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UFOX positions and 10 closed out — a net gain of 11 holders — while 45 added to existing stakes and 52 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.17M. The largest seller was Pathway Financial Advisers, cutting an estimated $3.21M.

  • 157 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q4 2024, up from 150 in Q3 2024.
  • Funds reported $125M of Defiance Space and Connective Tech ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 21 funds opened new Defiance Space and Connective Tech ETF positions in Q4 2024 and 10 closed out, a net change of +11 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q4 2024 was Goldman Sachs, an estimated $1.17M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q4 2024 was Pathway Financial Advisers, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2024.