Defiance InvestmentsJO Hambro Plans Active ETF Expansion Across U.S. and Europe
London-based investment boutique JO Hambro Capital Management plans to enter the active ETF market, initially launching products in the United States before…
The Defiance Files 130/30 ETF Betting on AI Infrastructure Over SaaS will use a 130/30 long-short strategy centered on the AI investment cycle. The actively-managed fund will target roughly 130% long exposure to companies benefiting from AI compute demand, including GPU, ASIC, CPU, semiconductor foundry, AI server, networking, and connectivity providers, while maintaining about 30% short exposure to U.S.-listed SaaS companies it believes face AI-driven pricing pressure, slowing growth, and valuation risks. The non-diversified fund may use leverage and derivatives, will primarily rebalance quarterly, and is expected to have high portfolio turnover.
At a glance
- Beat
- Filings
- Issuer
- Defiance Investments
- Region
- United States
- Filed
- 2 July 2026
Source: SEC Filings
Franklin Templeton Plans China Technology UCITS ETF With ChinaAMC
Franklin Templeton has registered the Franklin ChinaAMC Technology UCITS ETF under its Irish ICAV, signaling plans to expand its partnership with China's…
TrueShares Files ETF Reinvesting Autocallable Income Into Equity Calls
TrueShares has filed to launch the TrueShares Autocallable Catapult ETF, a passively managed fund combining exposure to its existing TrueShares Autocallable…
TrueSharesTrueShares Files Box Spread ETF Targeting Short-Term Fixed-Income Returns
TrueShares has filed to launch the TrueShares Box Spread ETF, an actively managed fund designed to generate short-term fixed-income-like returns through…
More from United States