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UFOX

Defiance Space and Connective Tech ETF
UFOX

160 hedge funds and large institutions have $114M invested in Defiance Space and Connective Tech ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

1% more funds holding

Funds holding: 158 → 160 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $117M → $114M (-$2.44M)

1.03% less ownership

Funds ownership: 20.08% → 19.06% (-1%)

25% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 63

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
47
Reduced
63
Closed
10
Calls
$485K
Puts
–
Net Calls
+$485K
Net Calls Change
-$136K

Top Buyers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
+$4.35M
2
Jane Street
Jane Street
New York
+$1.19M
3
TRCT
Tower Research Capital (TRC)
New York
+$470K
4
OIA
OneDigital Investment Advisors
Kansas
+$439K
5
GS
GTS Securities
New York
+$402K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.89M
2
Stifel Financial
Stifel Financial
Missouri
-$1.65M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$764K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$264K -$2.03K -52 -0.8%
MML Investors Services
77
MML Investors Services
Massachusetts
$253K -$120K -3,085 -34%
AIFAIM
78
American Institute for Advanced Investment Management
Arizona
$241K -$248K -6,350 -52%
VFG
79
Valley Financial Group
Pennsylvania
$239K +$4.21K +108 +2%
BlackRock
80
BlackRock
New York
$238K +$222K +5,700 New
AAS
81
Avantax Advisory Services
Texas
$232K +$7.29K +187 +3%
SB
82
Strategic Blueprint
Georgia
$225K +$234 +6 +0.1%
SC
83
Scotia Capital
Ontario, Canada
$221K +$741 +19 +0.4%
CFGS
84
Concourse Financial Group Securities
Alabama
$217K +$3.43K +88 +2%
SFS
85
Symphony Financial Services
Ohio
$216K +$195K +4,997 New
Wealthfront Advisers
86
Wealthfront Advisers
California
$216K -$18.5K -475 -8%
BFA
87
Beaumont Financial Advisors
Massachusetts
$215K +$117 +3 +0.1%
AWA
88
Arete Wealth Advisors
Illinois
$215K +$201K +5,145 New
RWS
89
Resolute Wealth Strategies
Mississippi
$212K -$7.96K -204 -4%
TWM
90
Tradition Wealth Management
Minnesota
$209K +$195K +5,008 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$209K +$195K +4,997 New
Millennium Management
92
Millennium Management
New York
$203K +$189K +4,857 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$170K -$390 -10 -0.2%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$166K +$41.1K +1,053 +36%
AAG
95
Armstrong Advisory Group
Massachusetts
$165K +$36.3K +932 +31%
APW
96
Acima Private Wealth
Virginia
$145K – – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$124K +$195 +5 +0.2%
Comerica Bank
98
Comerica Bank
Texas
$104K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$103K +$156 +4 +0.2%
PA
100
PSI Advisors
Florida
$96.3K +$1.05K +27 +1%
2 3
4
5 6

UFOX Hedge Fund Activity: Q2 2024 in Review

160 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Defiance Space and Connective Tech ETF (UFOX) for Q2 2024, worth a combined $114M — down 2.1% from $117M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UFOX positions and 10 closed out — a net gain of 4 holders — while 47 added to existing stakes and 63 trimmed.

The largest buyer was EWG Elevate, opening a new position worth an estimated $4.35M. The largest seller was Goldman Sachs, cutting an estimated $2.89M.

  • 160 institutional investors held Defiance Space and Connective Tech ETF (UFOX) as of Q2 2024, up from 158 in Q1 2024.
  • Funds reported $114M of Defiance Space and Connective Tech ETF stock for Q2 2024, down 2.1% quarter-over-quarter.
  • 14 funds opened new Defiance Space and Connective Tech ETF positions in Q2 2024 and 10 closed out, a net change of +4 holders.
  • The largest Defiance Space and Connective Tech ETF buyer in Q2 2024 was EWG Elevate, an estimated $4.35M added.
  • The largest Defiance Space and Connective Tech ETF seller in Q2 2024 was Goldman Sachs, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2024.