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Strive Enhanced Income Short Maturity ETF

19 hedge funds and large institutions have $61.3M invested in Strive Enhanced Income Short Maturity ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

41% more capital invested

Capital invested by funds: $43.5M → $61.3M (+$17.8M)

12% more funds holding

Funds holding: 1719 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.44% less ownership

Funds ownership: 70.19%68.75% (-1.4%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
11
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
$32.1M +$4.66M +230,177 +17%
TAM
2
TCP Asset Management
Ohio
$10.8M +$8.5M +419,626 +359%
HP
3
Holistic Planning
Texas
$4.21M +$1.03M +51,046 +32%
OC
4
OxenFree Capital
Florida
$3.51M +$175K +8,640 +5%
Stifel Financial
5
Stifel Financial
Missouri
$2.96M -$524K -25,844 -15%
WWM
6
WT Wealth Management
Arizona
$1.78M +$1.78M +87,942 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.67M +$1.14M +56,070 +211%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.35M +$929K +45,840 +223%
PA
9
PFG Advisors
Arizona
$889K +$439K +21,652 +97%
Jane Street
10
Jane Street
New York
$746K +$183K +9,010 +32%
BCM
11
Brookstone Capital Management
Illinois
$416K +$176K +8,670 +73%
EFS
12
Essex Financial Services
Connecticut
$272K +$42.9K +2,118 +19%
Cerity Partners
13
Cerity Partners
New York
$241K -$20.1K -992 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$159K +$138K +6,836 +673%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$72K
RIA
16
Realta Investment Advisors
Delaware
$44.5K +$44.6K +2,200 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$17K +$17.4K +857 New
Morgan Stanley
18
Morgan Stanley
New York
$5.84K +$5.85K +289 New
CCMW
19
Cypress Capital Management (Wyoming)
Wyoming
$3.03K +$3.04K +150 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
-$415K -20,571 Closed
GS
21
GTS Securities
New York
-$323K -15,974 Closed

BUXX Hedge Fund Activity: Q1 2024 in Review

19 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strive Enhanced Income Short Maturity ETF (BUXX) for Q1 2024, worth a combined $61.3M — up 41% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BUXX positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was TCP Asset Management, adding an estimated $8.5M. The largest seller was Stifel Financial, cutting an estimated $524K.

  • 19 institutional investors held Strive Enhanced Income Short Maturity ETF (BUXX) as of Q1 2024, up from 17 in Q4 2023.
  • Funds reported $61.3M of Strive Enhanced Income Short Maturity ETF stock for Q1 2024, up 41% quarter-over-quarter.
  • 5 funds opened new Strive Enhanced Income Short Maturity ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
  • The largest Strive Enhanced Income Short Maturity ETF buyer in Q1 2024 was TCP Asset Management, an estimated $8.5M added.
  • The largest Strive Enhanced Income Short Maturity ETF seller in Q1 2024 was Stifel Financial, an estimated $524K sold.

Based on aggregated 13F filings for Q1 2024.