We are live on ! Find out more
UFOX

Defiance Space and Connective Tech ETF

150 hedge funds and large institutions have $107M invested in Defiance Space and Connective Tech ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more call options, than puts

Call options by funds: $100K | Put options by funds: $17K

0.17% more ownership

Funds ownership: 19.06%19.23% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

6% less funds holding

Funds holding: 160150 (-10)

7% less capital invested

Capital invested by funds: $114M → $107M (-$7.76M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
150
Holders Change
-10
Holders Change %
-6.25%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
47
Reduced
50
Closed
19
Calls
$100K
Puts
$17K
Net Calls
+$83K
Net Calls Change
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$416K -$42.7K -1,029 -10%
SG
52
StoneX Group
New York
$411K +$393K +9,481 New
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$406K -$18.7K -450 -5%
TRCT
54
Tower Research Capital (TRC)
New York
$399K -$289K -6,955 -43%
IF
55
Intrua Financial
Texas
$394K +$28.6K +690 +8%
Morgan Stanley
56
Morgan Stanley
New York
$392K -$47.7K -1,149 -11%
JIC
57
Joel Isaacson & Co
New York
$387K +$789 +19 +0.2%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$387K +$94.7K +2,283 +34%
6F
59
626 Financial
Michigan
$375K -$122K -2,928 -25%
SWP
60
Stratos Wealth Partners
Ohio
$374K +$96.2K +2,318 +37%
VNA
61
Valley National Advisers
Pennsylvania
$364K
Ameriprise
62
Ameriprise
Minnesota
$342K +$328K +7,895 New
AWM
63
AllSquare Wealth Management
New York
$338K -$20.8K -500 -6%
CA
64
Claro Advisors
Massachusetts
$332K -$18.7K -450 -6%
WANY
65
Wealthspire Advisors (New York)
New York
$326K -$186K -4,479 -37%
BFG
66
Bleakley Financial Group
New Jersey
$316K +$249 +6 +0.1%
SWM
67
SeaCrest Wealth Management
New York
$307K -$4.15K -100 -1%
LFG
68
Larson Financial Group
Missouri
$291K +$13K +313 +5%
SCA
69
Snowden Capital Advisors
New York
$277K -$82.8K -1,994 -24%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$259K +$82.6K +1,990 +50%
AIFAIM
71
American Institute for Advanced Investment Management
Arizona
$251K
VFG
72
Valley Financial Group
Pennsylvania
$248K -$249 -6 -0.1%
Wealthfront Advisers
73
Wealthfront Advisers
California
$241K +$16.8K +404 +8%
AAS
74
Avantax Advisory Services
Texas
$241K -$83 -2 -0%
MML Investors Services
75
MML Investors Services
Massachusetts
$236K -$25.4K -611 -10%

UFOX Hedge Fund Activity: Q3 2024 in Review

150 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q3 2024, worth a combined $107M — down 6.8% from $114M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UFOX and 11 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 47 added.

The largest buyer was Pathway Financial Advisers, adding an estimated $2.88M. The largest seller was EWG Elevate, exiting entirely with an estimated $4.66M sold.

  • 150 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q3 2024, down from 160 in Q2 2024.
  • Funds reported $107M of Defiance Space and Connective Tech ETF stock for Q3 2024, down 6.8% quarter-over-quarter.
  • 11 funds opened new Defiance Space and Connective Tech ETF positions in Q3 2024 and 19 closed out, a net change of -8 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q3 2024 was Pathway Financial Advisers, an estimated $2.88M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q3 2024 was EWG Elevate, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2024.