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Strive US Energy ETF
DRLL

Overview Fund Activity

106 hedge funds and large institutions have $37.1M invested in Strive US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
33
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$4.09M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.25M
3
FMN
3
Financial Management Network
California
$2.35M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.85M
5
PCWA
5
Pacific Capital Wealth Advisors
California
$371K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$271K
5
Goldman Sachs
5
Goldman Sachs
New York
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$321K 10,682 -292 -3%
AAS
27
Avantax Advisory Services
Texas
$321K 10,664 -6,004 -36%
Bank of America
28
Bank of America
North Carolina
$306K 10,175 +3,460 +52%
BCM
29
Brookstone Capital Management
Illinois
$305K 9,973 +9,973 New
CCA
30
Covey Capital Advisors
Georgia
$301K 10,000 – –
Goldman Sachs
31
Goldman Sachs
New York
$298K 9,909 -8,209 -45%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
– – – –
FFN
33
Focus Financial Network
Minnesota
$275K 9,145 +40 +0.4%
UBS Group
34
UBS Group
Switzerland
$271K 9,006 -9,143 -50%
MML Investors Services
35
MML Investors Services
Massachusetts
$270K 8,979 +988 +12%
LFG
36
Leverty Financial Group
Wisconsin
$240K 7,992 -374 -4%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$235K 7,825 -164 -2%
AWM
38
AE Wealth Management
Kansas
$235K 7,801 -441 -5%
SPIA
39
Steward Partners Investment Advisory
New York
$193K 6,426 +2,300 +56%
RCM
40
Rain Capital Management
Oregon
$180K 5,979 +44 +0.7%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$113K 3,753 +480 +15%
ITIM
42
Indiana Trust & Investment Management
Indiana
$100K 3,330 +3,330 New
PA
43
Parallel Advisors
California
$94.8K 3,150 +1,150 +58%
AF
44
Allworth Financial
California
$92K 3,059 – –
Morgan Stanley
45
Morgan Stanley
New York
$90.9K 3,021 +918 +44%
S
46
SignatureFD
Georgia
$85.6K 2,845 +7 +0.2%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$79K 2,626 – –
AWM
48
Avior Wealth Management
Nebraska
$64.2K 2,133 +16 +0.8%
NRG
49
Nemes Rush Group
Michigan
$60.2K 2,000 – –
IA
50
IFP Advisors
Florida
$57.3K 1,904 -90 -5%
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