According to @EricBalchunas, the XOVR ETF jumped 775 positions on the ETF asset league table in three weeks, driven by investor demand tied to roughly 2% SpaceX exposure (source: @EricBalchunas, X post dated Dec 23, 2025). According to @EricBalchunas, this rapid ascent is unusual and is not a data error or a big model rotation, but rather grassroots-driven inflows focused on limited SpaceX access (source: @EricBalchunas, X post dated Dec 23, 2025). According to @EricBalchunas, no direct crypto market linkage was cited; the data point concerns ETF asset growth catalyzed by SpaceX exposure (source: @EricBalchunas, X post dated Dec 23, 2025).

According to @EricBalchunas, $XOVR saw a record $258 million daily inflow, ranking #18 among all ETFs for the day (source: @EricBalchunas). According to @EricBalchunas, cumulative net inflows reached about $900 million over the past two weeks, placing it in the top 2% of ETFs by flows (source: @EricBalchunas). According to @EricBalchunas, the fund’s SpaceX allocation is approximately 3%, which he highlights in the context of the recent inflow momentum (source: @EricBalchunas).

According to @EricBalchunas, XOVR could trade up to $100 million in volume today, roughly 20 times its average turnover. Source: Eric Balchunas on X, Dec 17, 2025. According to @EricBalchunas, SpaceX represents about a 4% portfolio weight in the ETF and is the primary draw for traders seeking that specific exposure. Source: Eric Balchunas on X, Dec 17, 2025. According to @EricBalchunas, some investors appear willing to transact the fund mainly to obtain indirect SpaceX exposure despite the small weighting, implying concentrated flow drivers today. Source: Eric Balchunas on X, Dec 17, 2025.