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Strive Enhanced Income Short Maturity ETF

17 hedge funds and large institutions have $43.5M invested in Strive Enhanced Income Short Maturity ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

240% more funds holding

Funds holding: 517 (+12)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

59% more capital invested

Capital invested by funds: $27.3M → $43.5M (+$16.2M)

14.13% less ownership

Funds ownership: 84.32%70.19% (-14%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
17
Holders Change
+12
Holders Change %
+240%
% of All Funds
0.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
1
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$27.4M +$1.36M +67,325 +5%
Stifel Financial
2
Stifel Financial
Missouri
$3.47M +$3.47M +172,099 New
OC
3
OxenFree Capital
Florida
$3.33M +$3.33M +165,023 New
HP
4
Holistic Planning
Texas
$3.18M +$3.17M +157,361 New
TAM
5
TCP Asset Management
Ohio
$2.36M +$2.35M +116,745 New
Jane Street
6
Jane Street
New York
$563K -$58.5K -2,903 -9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$536K +$535K +26,535 New
PA
8
PFG Advisors
Arizona
$450K +$449K +22,296 New
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$415K +$415K +20,571 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$415K +$414K +20,546 New
GS
11
GTS Securities
New York
$323K +$322K +15,974 New
Cerity Partners
12
Cerity Partners
New York
$261K +$261K +12,932 New
BCM
13
Brookstone Capital Management
Illinois
$240K -$136K -6,735 -36%
EFS
14
Essex Financial Services
Connecticut
$229K +$229K +11,352 New
WP
15
WealthSource Partners
California
$219K +$218K +10,827 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$72K +$71.6K +3,552 New
Osaic Holdings
17
Osaic Holdings
Arizona
$20.5K +$20.5K +1,015 New
Truist Financial
18
Truist Financial
North Carolina
-$345K -17,126 Closed
UBS Group
19
UBS Group
Switzerland
-$1.83K -91 Closed

BUXX Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strive Enhanced Income Short Maturity ETF (BUXX) for Q4 2023, worth a combined $43.5M — up 59% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUXX positions and 2 closed out — a net gain of 12 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $3.47M. The largest seller was Truist Financial, exiting entirely with an estimated $345K sold.

  • 17 institutional investors held Strive Enhanced Income Short Maturity ETF (BUXX) as of Q4 2023, up from 5 in Q3 2023.
  • Funds reported $43.5M of Strive Enhanced Income Short Maturity ETF stock for Q4 2023, up 59% quarter-over-quarter.
  • 14 funds opened new Strive Enhanced Income Short Maturity ETF positions in Q4 2023 and 2 closed out, a net change of +12 holders.
  • The largest Strive Enhanced Income Short Maturity ETF buyer in Q4 2023 was Stifel Financial, an estimated $3.47M added.
  • The largest Strive Enhanced Income Short Maturity ETF seller in Q4 2023 was Truist Financial, an estimated $345K sold.

Based on aggregated 13F filings for Q4 2023.