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Strive US Energy ETF

114 hedge funds and large institutions have $39.5M invested in Strive US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
30
Reduced
24
Closed
9
Calls
$107K
Puts
$14K
Net Calls
+$93K
Net Calls Change
+$93K
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$350K 12,465 -3,084 -20%
AAS
27
Avantax Advisory Services
Texas
$336K 11,967 +1,303 +12%
ACM
28
Advance Capital Management
Michigan
$317K 11,316
BCM
29
Brookstone Capital Management
Illinois
$310K 11,042 +1,069 +11%
GS
30
GTS Securities
New York
$307K 10,945 -20,764 -65%
CCA
31
Covey Capital Advisors
Georgia
$281K 10,000
MML Investors Services
32
MML Investors Services
Massachusetts
$273K 9,736 +757 +8%
HP
33
Holistic Planning
Texas
$269K 9,597 +9,597 New
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
FFN
35
Focus Financial Network
Minnesota
$259K 9,225 +80 +0.9%
LFG
36
Leverty Financial Group
Wisconsin
$224K 7,992
AWM
37
AE Wealth Management
Kansas
$219K 7,789 -12 -0.2%
HWM
38
HB Wealth Management
Georgia
$208K 7,432 -6,568 -47%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$201K 7,173 -652 -8%
Morgan Stanley
40
Morgan Stanley
New York
$192K 6,846 +3,825 +127%
SPIA
41
Steward Partners Investment Advisory
New York
$180K 6,426
PCWA
42
Pacific Capital Wealth Advisors
California
$172K 6,115 -6,234 -50%
RCM
43
Rain Capital Management
Oregon
$170K 6,065 +86 +1%
PA
44
Parallel Advisors
California
$117K 4,178 +1,028 +33%
ASN
45
Advisory Services Network
Georgia
$108K 3,858 +3,858 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$105K 3,753
AWM
47
Avior Wealth Management
Nebraska
$96.3K 3,433 +1,300 +61%
ITIM
48
Indiana Trust & Investment Management
Indiana
$93.4K 3,330
S
49
SignatureFD
Georgia
$80.2K 2,858 +13 +0.5%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$71K 2,549 -77 -3%