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UFOX

Defiance Space and Connective Tech ETF
UFOX

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: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

6% less funds holding

Funds holding: 160 → 150 (-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

Top Buyers

Rank Fund Capital Flow
1
PFA
Pathway Financial Advisers
Indiana
+$2.88M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.59M
3
Goldman Sachs
Goldman Sachs
New York
+$642K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$594K
5
UBS Group
UBS Group
Switzerland
+$454K

Top Sellers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
-$4.66M
2
CI
Clal Insurance
Israel
-$4.41M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$572K
4
GS
GTS Securities
New York
-$431K
5
BRWA
B. Riley Wealth Advisors
Florida
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
101
TD Waterhouse Canada
Ontario, Canada
$66.8K -$6.22K -150 -9%
CIAS
102
Capital Investment Advisory Services
North Carolina
$61.6K – – –
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$58.7K – – –
PS
104
Principal Securities
Iowa
$54.5K – – –
EWA
105
EverSource Wealth Advisors
Alabama
$53.1K – – –
QPBE
106
Quintet Private Bank (Europe)
Luxembourg
$43.4K +$41.5K +1,000 New
IRC
107
Investors Research Corp
Georgia
$39K – – –
PA
108
Parallel Advisors
California
$38.8K -$3.11K -75 -8%
PS
109
Planned Solutions
California
$38.1K +$36.4K +878 New
NS
110
NBC Securities
Alabama
$38K +$42 +1 +0.1%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$33.3K -$47.7K -1,150 -60%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$32.2K +$4.15K +100 +16%
HWA
113
HHM Wealth Advisors
Tennessee
$32.1K – – –
AA
114
AlphaMark Advisors
Kentucky
$31K -$2.08K -50 -6%
FCA
115
FinTrust Capital Advisors
South Carolina
$29K – – –
AIM
116
Anchor Investment Management
South Carolina
$24.9K – – –
CFD
117
Creative Financial Designs
Indiana
$22.7K – – –
CA
118
CoreCap Advisors
Michigan
$18.5K – – –
CWP
119
Concord Wealth Partners
Virginia
$18.4K +$42 +1 +0.2%
IWP
120
IAG Wealth Partners
Wisconsin
$18.4K +$42 +1 +0.2%
CA
121
Crewe Advisors
Utah
$17.4K – – –
FRA
122
Front Row Advisors
California
$17.4K – – –
GRP
123
Global Retirement Partners
California
$17.2K +$83 +2 +0.5%
AF
124
Advisornet Financial
Minnesota
$12K +$42 +1 +0.4%
JWA
125
JFS Wealth Advisors
Pennsylvania
$10.9K – – –
3 4
5
6 7

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.