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UFOX

Defiance Space and Connective Tech ETF

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: 158160 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$87.2K
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$81.1K +$39K +1,000 +109%
JP Morgan Chase
103
JP Morgan Chase
New York
$78.4K -$6.75K -173 -8%
NA
104
NewEdge Advisors
Louisiana
$77.7K +$78 +2 +0.1%
ST
105
Smithfield Trust
Pennsylvania
$76K
VAMG
106
Voisard Asset Management Group
Michigan
$73.4K
TWC
107
TD Waterhouse Canada
Ontario, Canada
$72.7K
PFA
108
Pathway Financial Advisers
Indiana
$68.3K +$234 +6 +0.4%
SIC
109
Salem Investment Counselors
North Carolina
$67.6K +$58.2K +1,492 +1,194%
FWP
110
FAS Wealth Partners
Kansas
$66.5K +$156 +4 +0.3%
RIA
111
Realta Investment Advisors
Delaware
$64.2K -$4.41K -113 -7%
CIAS
112
Capital Investment Advisory Services
North Carolina
$59.4K -$33.5K -860 -38%
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$56.3K +$52.8K +1,355 New
PS
114
Principal Securities
Iowa
$52.5K -$16.3K -417 -25%
EWA
115
EverSource Wealth Advisors
Alabama
$50.8K
PA
116
Parallel Advisors
California
$40.5K +$39 +1 +0.1%
BFEC
117
Benjamin F. Edwards & Company
Missouri
$40K +$78 +2 +0.2%
IRC
118
Investors Research Corp
Georgia
$37.6K +$35.1K +900 New
NS
119
NBC Securities
Alabama
$37K +$78 +2 +0.2%
AA
120
AlphaMark Advisors
Kentucky
$32K
HWA
121
HHM Wealth Advisors
Tennessee
$30.9K
LIA
122
Lynx Investment Advisory
District of Columbia
$29.9K +$27.9K +716 New
FCA
123
FinTrust Capital Advisors
South Carolina
$28K
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$26.9K -$14.6K -375 -37%
AIM
125
Anchor Investment Management
South Carolina
$24K -$585 -15 -3%

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.