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Strive Enhanced Income Short Maturity ETF

48 hedge funds and large institutions have $135M invested in Strive Enhanced Income Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

23% more funds holding

Funds holding: 3948 (+9)

19% more capital invested

Capital invested by funds: $113M → $135M (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4.38% less ownership

Funds ownership: 62.54%58.16% (-4.4%)

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.64%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
23
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$38.2M +$710K +34,923 +2%
TAM
2
TCP Asset Management
Ohio
$17.9M +$736K +36,186 +4%
HP
3
Holistic Planning
Texas
$16.6M +$5.03M +247,271 +43%
Stifel Financial
4
Stifel Financial
Missouri
$7.75M +$3.38M +166,292 +77%
AIM
5
Advyzon Investment Management
Illinois
$6.04M +$1.51M +74,493 +33%
CWM
6
Copia Wealth Management
Oregon
$5.35M +$625K +30,726 +13%
OC
7
OxenFree Capital
Florida
$4.37M +$116K +5,716 +3%
MA
8
Mutual Advisors
Nebraska
$3.93M +$433K +21,286 +12%
GFG
9
Grantvest Financial Group
New Jersey
$3.79M +$648K +31,844 +21%
KPWS
10
Kestra Private Wealth Services
Texas
$3.63M +$3.63M +178,502 New
PEA
11
Park Edge Advisors
Ohio
$3.44M -$47.2K -2,320 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.37M +$1.14M +55,834 +51%
BCI
13
Brinker Capital Investments
Pennsylvania
$1.74M +$1.44M +70,986 +482%
OPS
14
Orion Portfolio Solutions
Nebraska
$1.74M +$1.44M +70,986 +482%
SWA
15
Stratos Wealth Advisors
Ohio
$1.47M -$211K -10,382 -13%
PG
16
Prostatis Group
Maryland
$1.33M -$69.2K -3,401 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$1.22M +$1.22M +60,135 New
LMKC
18
L.M. Kohn & Company
Ohio
$1.11M -$1.95M -95,684 -64%
CA
19
Cannon Advisors
North Carolina
$903K +$493K +24,269 +120%
HCM
20
Hicks Capital Management
Ohio
$901K +$902K +44,359 New
IAN
21
Integrated Advisors Network
Texas
$818K +$819K +40,264 New
CL
22
CLG LLC
California
$779K -$2.19M -107,865 -74%
WWM
23
WT Wealth Management
Arizona
$732K +$35.8K +1,761 +5%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$548K +$548K +26,955 New
Osaic Holdings
25
Osaic Holdings
Arizona
$546K +$41.4K +2,038 +8%

BUXX Hedge Fund Activity: Q1 2025 in Review

48 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Strive Enhanced Income Short Maturity ETF (BUXX) for Q1 2025, worth a combined $135M — up 19% from $113M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUXX positions and 5 closed out — a net gain of 9 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was Holistic Planning, adding an estimated $5.03M. The largest seller was CLG LLC, cutting an estimated $2.19M.

  • 48 institutional investors held Strive Enhanced Income Short Maturity ETF (BUXX) as of Q1 2025, up from 39 in Q4 2024.
  • Funds reported $135M of Strive Enhanced Income Short Maturity ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 14 funds opened new Strive Enhanced Income Short Maturity ETF positions in Q1 2025 and 5 closed out, a net change of +9 holders.
  • The largest Strive Enhanced Income Short Maturity ETF buyer in Q1 2025 was Holistic Planning, an estimated $5.03M added.
  • The largest Strive Enhanced Income Short Maturity ETF seller in Q1 2025 was CLG LLC, an estimated $2.19M sold.

Based on aggregated 13F filings for Q1 2025.