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Strive Enhanced Income Short Maturity ETF

28 hedge funds and large institutions have $79.1M invested in Strive Enhanced Income Short Maturity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $72.1M → $79.1M (+$6.99M)

8% more funds holding

Funds holding: 2628 (+2)

0.32% less ownership

Funds ownership: 65.52%65.2% (-0.32%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
6
Increased
15
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$36.9M -$158K -7,791 -0.4%
TAM
2
TCP Asset Management
Ohio
$16M +$4.15M +203,962 +35%
HP
3
Holistic Planning
Texas
$5.68M +$1.45M +71,465 +34%
OC
4
OxenFree Capital
Florida
$4.11M +$327K +16,090 +9%
PEA
5
Park Edge Advisors
Ohio
$3.63M +$76.4K +3,756 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.71M +$123K +6,068 +8%
SWA
7
Stratos Wealth Advisors
Ohio
$1.42M +$1.09M +53,675 +328%
BCM
8
Brookstone Capital Management
Illinois
$1.39M +$115K +5,643 +9%
FGA
9
Fortis Group Advisors
New Jersey
$1.25M +$903K +44,405 +258%
Citadel Advisors
10
Citadel Advisors
Florida
$932K +$934K +45,935 New
MA
11
Mutual Advisors
Nebraska
$830K +$117K +5,731 +16%
PA
12
PFG Advisors
Arizona
$771K -$620K -30,515 -45%
Stifel Financial
13
Stifel Financial
Missouri
$757K -$1.21M -59,494 -61%
WWM
14
WT Wealth Management
Arizona
$520K -$110K -5,406 -17%
MML Investors Services
15
MML Investors Services
Massachusetts
$451K +$109K +5,377 +32%
Jane Street
16
Jane Street
New York
$421K +$422K +20,761 New
Osaic Holdings
17
Osaic Holdings
Arizona
$346K +$245K +12,044 +242%
EFS
18
Essex Financial Services
Connecticut
$338K +$24.9K +1,226 +8%
BAM
19
Belpointe Asset Management
Nevada
$313K +$66.9K +3,289 +27%
BCI
20
Brinker Capital Investments
Pennsylvania
$280K +$47.9K +2,357 +21%
OPS
21
Orion Portfolio Solutions
Nebraska
$280K +$47.9K +2,357 +21%
Cerity Partners
22
Cerity Partners
New York
$242K
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$209K +$209K +10,300 New
TWM
24
TCFG Wealth Management
California
$203K +$203K +10,000 New
AWA
25
Authentikos Wealth Advisory
California
$82.2K +$82.3K +4,048 New

BUXX Hedge Fund Activity: Q3 2024 in Review

28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Strive Enhanced Income Short Maturity ETF (BUXX) for Q3 2024, worth a combined $79.1M — up 9.7% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BUXX positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was TCP Asset Management, adding an estimated $4.15M. The largest seller was Stifel Financial, cutting an estimated $1.21M.

  • 28 institutional investors held Strive Enhanced Income Short Maturity ETF (BUXX) as of Q3 2024, up from 26 in Q2 2024.
  • Funds reported $79.1M of Strive Enhanced Income Short Maturity ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 6 funds opened new Strive Enhanced Income Short Maturity ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest Strive Enhanced Income Short Maturity ETF buyer in Q3 2024 was TCP Asset Management, an estimated $4.15M added.
  • The largest Strive Enhanced Income Short Maturity ETF seller in Q3 2024 was Stifel Financial, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2024.