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Strive US Energy ETF

108 hedge funds and large institutions have $27.7M invested in Strive US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
14
Closed
8
Calls
$239K
Puts
$125K
Net Calls
+$114K
Net Calls Change
+$19K
Name Market Value Shares Shares
Change
Shares
Change %
PWM
26
Prosperity Wealth Management
California
$298K 10,705 -170 -2%
CCA
27
Covey Capital Advisors
Georgia
$278K 10,000
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
Creative Planning
29
Creative Planning
Kansas
$258K 9,279 -884 -9%
LFG
30
Leverty Financial Group
Wisconsin
$248K 8,926 +78 +0.9%
CCA
31
Column Capital Advisors
Indiana
$246K 8,837
AWM
32
AE Wealth Management
Kansas
$225K 8,106 +814 +11%
MML Investors Services
33
MML Investors Services
Massachusetts
$210K 7,539 +7,539 New
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$202K 7,264 -423 -6%
UBS Group
35
UBS Group
Switzerland
$173K 6,235 +4,937 +380%
RCM
36
Rain Capital Management
Oregon
$164K 5,889 +68 +1%
ASN
37
Advisory Services Network
Georgia
$140K 5,051 +23 +0.5%
Bank of America
38
Bank of America
North Carolina
$140K 5,020
SPIA
39
Steward Partners Investment Advisory
New York
$115K 4,126 +600 +17%
AF
40
Allworth Financial
California
$109K 3,916 +10 +0.3%
VCM
41
Vigilant Capital Management
Maine
$106K 3,800
TF
42
TimeScale Financial
Massachusetts
$94.2K 3,390 +3,390 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$84.2K 3,028
AAS
44
Ameritas Advisory Services
Nebraska
$74.7K 2,664 +2,664 New
BAM
45
Belpointe Asset Management
Nevada
$73.4K 2,640
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$63K 2,258 -115 -5%
AWM
47
Avior Wealth Management
Nebraska
$58.4K 2,100 +25 +1%
IA
48
IFP Advisors
Florida
$57K 2,231 -1,601 -42%
Morgan Stanley
49
Morgan Stanley
New York
$55.7K 2,002 +626 +45%
S
50
SignatureFD
Georgia
$54K 1,943