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Strive Enhanced Income Short Maturity ETF

39 hedge funds and large institutions have $113M invested in Strive Enhanced Income Short Maturity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

43% more capital invested

Capital invested by funds: $79.1M → $113M (+$33.9M)

39% more funds holding

Funds holding: 2839 (+11)

2.66% less ownership

Funds ownership: 65.2%62.54% (-2.7%)

Holders
39
Holders Change
+11
Holders Change %
+39.29%
% of All Funds
0.51%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
16
Increased
15
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$37.4M +$576K +28,346 +2%
TAM
2
TCP Asset Management
Ohio
$17.2M +$1.18M +58,148 +7%
HP
3
Holistic Planning
Texas
$11.5M +$5.87M +288,736 +103%
CWM
4
Copia Wealth Management
Oregon
$4.72M +$4.73M +232,809 New
AIM
5
Advyzon Investment Management
Illinois
$4.52M +$4.53M +222,811 New
Stifel Financial
6
Stifel Financial
Missouri
$4.36M +$3.62M +177,878 +477%
OC
7
OxenFree Capital
Florida
$4.24M +$128K +6,299 +3%
PEA
8
Park Edge Advisors
Ohio
$3.48M -$143K -7,017 -4%
MA
9
Mutual Advisors
Nebraska
$3.48M +$2.66M +130,622 +320%
GFG
10
Grantvest Financial Group
New Jersey
$3.14M +$3.15M +154,933 New
LMKC
11
L.M. Kohn & Company
Ohio
$3.05M +$3.05M +150,173 New
CL
12
CLG LLC
California
$2.97M +$2.97M +146,221 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.23M +$519K +25,516 +30%
SWA
14
Stratos Wealth Advisors
Ohio
$1.68M +$256K +12,587 +18%
PG
15
Prostatis Group
Maryland
$1.4M +$1.4M +68,852 New
WIA
16
World Investment Advisors
California
$741K +$743K +36,551 New
WWM
17
WT Wealth Management
Arizona
$695K +$178K +8,774 +34%
PA
18
PFG Advisors
Arizona
$610K -$161K -7,914 -21%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$570K +$572K +28,118 New
Osaic Holdings
20
Osaic Holdings
Arizona
$504K +$159K +7,825 +46%
MML Investors Services
21
MML Investors Services
Massachusetts
$479K +$28.1K +1,381 +6%
HighTower Advisors
22
HighTower Advisors
Illinois
$439K +$440K +21,633 New
CA
23
Cannon Advisors
North Carolina
$409K +$410K +20,180 New
WFA
24
WMG Financial Advisors
Tennessee
$375K +$376K +18,500 New
EFS
25
Essex Financial Services
Connecticut
$315K -$21.8K -1,072 -6%

BUXX Hedge Fund Activity: Q4 2024 in Review

39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Strive Enhanced Income Short Maturity ETF (BUXX) for Q4 2024, worth a combined $113M — up 43% from $79.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BUXX positions and 5 closed out — a net gain of 11 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Holistic Planning, adding an estimated $5.87M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $1.39M sold.

  • 39 institutional investors held Strive Enhanced Income Short Maturity ETF (BUXX) as of Q4 2024, up from 28 in Q3 2024.
  • Funds reported $113M of Strive Enhanced Income Short Maturity ETF stock for Q4 2024, up 43% quarter-over-quarter.
  • 16 funds opened new Strive Enhanced Income Short Maturity ETF positions in Q4 2024 and 5 closed out, a net change of +11 holders.
  • The largest Strive Enhanced Income Short Maturity ETF buyer in Q4 2024 was Holistic Planning, an estimated $5.87M added.
  • The largest Strive Enhanced Income Short Maturity ETF seller in Q4 2024 was Brookstone Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2024.