The cluster is small in dollar terms and entirely composed of asset managers (not hedge funds or activists), suggesting a thematic allocation to quantum computing rather than a catalyst-driven bet. Monitor next quarter's 13F for follow-through or reversal.
Executive Summary
Three asset managers increased their positions in the Defiance Quantum ETF (QTUM) during Q3 2026, with aggregate holdings rising by $2.9M to $9.7M. The additions were modest in scale, with no sellers, suggesting a cautious but positive institutional view on the quantum computing theme.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.9M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +25.7% | $3.6M | $473.0K |
| Concurrent Investment Advisors | ADD | +83.6% | $4.9M | $2.0M |
| Hb Wealth Management | ADD | +77% | $1.3M | $493.0K |
Key Facts
- 3 institutional buyers added $2.9M in net new value, bringing total disclosed holdings to $9.7M
- Concurrent Investment Advisors led with an 83.6% increase ($2.0M added)
- Hb Wealth Management added 77.0% ($493K), Farther Finance Advisors added 25.7% ($473K)
- No institutional sellers were identified in the cluster
Financial Impact
Three asset managers accumulated $2.9M in net new positions in QTUM during Q3 2026, with total disclosed holdings reaching $9.7M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- All buyers are asset managers, not high-conviction hedge funds or activists
- Small absolute dollar amounts ($2.9M net) limit signal strength
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-QTUM-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $139.63 | awaiting T+1 | awaiting T+1 | No price |
Oct 23, 2026 4d ago | Institutional Cluster | $136.20 $138.50 | ▲ +1.69% | ▲ +0.98% | No price |
Jun 11, 2026 19w ago | Institutional Cluster | $159.36 $161.30 | ▲ +1.22% | ▲ +0.68% | No price |
US Market Status
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