We are live on ! Find out more
BUXX icon

Strive Enhanced Income Short Maturity ETF

26 hedge funds and large institutions have $72.1M invested in Strive Enhanced Income Short Maturity ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

37% more funds holding

Funds holding: 1926 (+7)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $61.3M → $72.1M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.23% less ownership

Funds ownership: 68.75%65.52% (-3.2%)

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$36.9M +$4.76M +235,136 +15%
TAM
2
TCP Asset Management
Ohio
$11.8M +$972K +47,968 +9%
HP
3
Holistic Planning
Texas
$4.21M
OC
4
OxenFree Capital
Florida
$3.78M +$261K +12,881 +7%
PEA
5
Park Edge Advisors
Ohio
$3.54M +$3.55M +175,009 New
Stifel Financial
6
Stifel Financial
Missouri
$1.96M -$1M -49,453 -34%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.59M -$86K -4,245 -5%
PA
8
PFG Advisors
Arizona
$1.39M +$498K +24,581 +56%
BCM
9
Brookstone Capital Management
Illinois
$1.27M +$856K +42,239 +206%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$881K -$466K -22,998 -35%
MA
11
Mutual Advisors
Nebraska
$714K +$710K +35,044 New
PG
12
Prostatis Group
Maryland
$654K +$654K +32,294 New
WWM
13
WT Wealth Management
Arizona
$625K -$1.16M -57,042 -65%
FGA
14
Fortis Group Advisors
New Jersey
$348K +$349K +17,215 New
MML Investors Services
15
MML Investors Services
Massachusetts
$341K +$341K +16,853 New
Goldman Sachs
16
Goldman Sachs
New York
$332K +$332K +16,389 New
SWA
17
Stratos Wealth Advisors
Ohio
$331K +$332K +16,372 New
EFS
18
Essex Financial Services
Connecticut
$313K +$39K +1,925 +14%
BAM
19
Belpointe Asset Management
Nevada
$246K +$246K +12,148 New
Cerity Partners
20
Cerity Partners
New York
$242K
BCI
21
Brinker Capital Investments
Pennsylvania
$231K +$231K +11,419 New
OPS
22
Orion Portfolio Solutions
Nebraska
$231K +$231K +11,419 New
Osaic Holdings
23
Osaic Holdings
Arizona
$101K -$58.2K -2,873 -37%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$72K
Morgan Stanley
25
Morgan Stanley
New York
$5.85K

BUXX Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Strive Enhanced Income Short Maturity ETF (BUXX) for Q2 2024, worth a combined $72.1M — up 18% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BUXX positions and 3 closed out — a net gain of 7 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was McIlrath & Eck, adding an estimated $4.76M. The largest seller was WT Wealth Management, cutting an estimated $1.16M.

  • 26 institutional investors held Strive Enhanced Income Short Maturity ETF (BUXX) as of Q2 2024, up from 19 in Q1 2024.
  • Funds reported $72.1M of Strive Enhanced Income Short Maturity ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 10 funds opened new Strive Enhanced Income Short Maturity ETF positions in Q2 2024 and 3 closed out, a net change of +7 holders.
  • The largest Strive Enhanced Income Short Maturity ETF buyer in Q2 2024 was McIlrath & Eck, an estimated $4.76M added.
  • The largest Strive Enhanced Income Short Maturity ETF seller in Q2 2024 was WT Wealth Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2024.