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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
SFGP
1
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.6M +$12.2M +264,554 New
LPL Financial
2
LPL Financial
California
$12.4M -$341K -7,417 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.53M -$501K -10,895 -5%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$9.01M -$553K -12,012 -6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.95M +$79.2K +1,721 +1%
KL
6
KWMG LLC
Kansas
$4.93M -$202K -4,398 -4%
Raymond James Financial
7
Raymond James Financial
Florida
$4.68M +$4.52M +98,280 New
UBS Group
8
UBS Group
Switzerland
$4.55M -$553K -12,018 -11%
Goldman Sachs
9
Goldman Sachs
New York
$3.58M +$1.17M +25,414 +51%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.97M -$1.98K -43 -0.1%
ATC
11
Advantage Trust Company
Kansas
$2.49M -$401K -8,711 -14%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.44M -$44.4K -966 -2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$2.31M +$46 +1 +0%
NAMP
14
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.22M -$23K -500 -1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.09M -$686K -14,910 -25%
OIA
16
OneDigital Investment Advisors
Kansas
$1.82M -$127K -2,752 -7%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.47M +$11.8K +257 +0.8%
ACA
18
Aptus Capital Advisors
Alabama
$1.28M +$46 +1 +0%
GWANC
19
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27M
Stifel Financial
20
Stifel Financial
Missouri
$1.27M -$113K -2,447 -8%
Bank of America
21
Bank of America
North Carolina
$1.17M +$67.3K +1,464 +6%
Citigroup
22
Citigroup
New York
$1.04M +$2.99K +65 +0.3%
KAS
23
Kestra Advisory Services
Texas
$998K +$414K +8,999 +75%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$998K -$686K -14,913 -42%
WS
25
Wedbush Securities
California
$836K -$13.8K -300 -2%

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.