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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
MML Investors Services
76
MML Investors Services
Massachusetts
$263K +$3.68K +80 +1%
VFG
77
Valley Financial Group
Pennsylvania
$260K -$12K -260 -5%
SB
78
Strategic Blueprint
Georgia
$255K -$1.15K -25 -0.5%
TWM
79
Tradition Wealth Management
Minnesota
$249K +$9.43K +205 +4%
AWA
80
Arete Wealth Advisors
Illinois
$246K +$18.9K +410 +9%
BFA
81
Beaumont Financial Advisors
Massachusetts
$246K +$92 +2 +0%
CFGS
82
Concourse Financial Group Securities
Alabama
$242K -$15.6K -339 -7%
IIL
83
Insight Inv LLC
California
$231K +$223K +4,847 New
RWS
84
Resolute Wealth Strategies
Mississippi
$231K -$11.4K -247 -5%
RA
85
RFG Advisory
Alabama
$227K
AIFAIM
86
American Institute for Advanced Investment Management
Arizona
$223K -$50.6K -1,100 -19%
EH
87
Equitable Holdings
New York
$213K -$9.2K -200 -4%
NWWA
88
New Wave Wealth Advisors
Arkansas
$212K +$205K +4,457 New
JP Morgan Chase
89
JP Morgan Chase
New York
$211K +$2.67K +58 +1%
AWM
90
AE Wealth Management
Kansas
$211K +$204K +4,429 New
WA
91
Wealthstar Advisors
Texas
$211K +$203K +4,421 New
CAG
92
Csenge Advisory Group
Florida
$208K +$201K +4,373 New
EWS
93
Eagle Wealth Strategies
New Jersey
$206K +$199K +4,322 New
KPWS
94
Kestra Private Wealth Services
Texas
$205K +$197K +4,293 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$200K +$6.12K +133 +3%
AAG
96
Armstrong Advisory Group
Massachusetts
$185K -$2.99K -65 -2%
APW
97
Acima Private Wealth
Virginia
$165K
SWM
98
Spire Wealth Management
Virginia
$144K -$11.5K -249 -8%
MCM
99
MAI Capital Management
Ohio
$142K +$137K +2,971 New
US Bancorp
100
US Bancorp
Minnesota
$138K +$131K +2,845 +4,664%

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.