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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
DF
151
Dunhill Financial
United Kingdom
$3.63K
US Bancorp
152
US Bancorp
Minnesota
$2.55K +$1.36K +35 +135%
BWL
153
Bogart Wealth LLC
Virginia
$1.88K +$1.75K +45 New
CP
154
Castleview Partners
Texas
$1.76K
ADL
155
Asset Dedication LLC
California
$1.67K -$4.41K -113 -74%
FFA
156
Farther Finance Advisors
California
$1.18K -$39 -1 -3%
WBC
157
West Branch Capital
Massachusetts
$175
YAL
158
Your Advocates Ltd
Texas
$128 -$702 -18 -86%
AssetMark Inc
159
AssetMark Inc
California
$84
SWM
160
Sugarloaf Wealth Management
Georgia
$39
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
-$349K -8,936 Closed
AWS
162
Atria Wealth Solutions
New York
-$211K -5,410 Closed
VL
163
Vima LLC
Michigan
-$114K -3,473 Closed
FCAS
164
First Command Advisory Services
Texas
-$101K -2,574 Closed
FIM
165
Fernwood Investment Management
Massachusetts
-$71.1K -1,819 Closed
CWAF
166
Core Wealth Advisors (Florida)
Florida
-$19.3K -495 Closed
FSWA
167
Financial Synergies Wealth Advisors
Texas
-$14.7K -375 Closed
NFSG
168
Newbridge Financial Services Group
Florida
-$13.7K -350 Closed
SL
169
Salomon & Ludwin
Virginia
-$10.9K -280 Closed
AA
170
Ancora Advisors
Ohio
-$9.77K -250 Closed

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.