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Strive US Energy ETF

104 hedge funds and large institutions have $33.8M invested in Strive US Energy ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
22
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$403K -$164K -6,034 -29%
GWM
27
Geneos Wealth Management
Colorado
$393K -$234K -8,613 -37%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$384K
VWM
29
Vigilare Wealth Management
Arizona
$366K +$1.14K +42 +0.3%
MML Investors Services
30
MML Investors Services
Massachusetts
$328K -$16.4K -605 -5%
HWMO
31
Heritage Wealth Management (Ohio)
Ohio
$312K +$312K +11,504 New
HighTower Advisors
32
HighTower Advisors
Illinois
$299K +$12.3K +454 +4%
CIA
33
Concurrent Investment Advisors
Florida
$290K -$27.6K -1,018 -9%
CCA
34
Covey Capital Advisors
Georgia
$271K
Goldman Sachs
35
Goldman Sachs
New York
$264K -$117K -4,318 -31%
AWS
36
Atria Wealth Solutions
New York
$262K
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$258K -$282K
WCM
38
Whitener Capital Management
North Carolina
$253K +$23.3K +860 +10%
HI
39
Harbour Investments
Wisconsin
$232K +$77.9K +2,872 +51%
DFG
40
Demars Financial Group
Washington
$227K -$5.34M -196,694 -96%
PAM
41
Pacific Asset Management
Washington
$224K +$1.82K +67 +0.8%
SPIA
42
Steward Partners Investment Advisory
New York
$173K -$24.2K -892 -12%
GCM
43
Gables Capital Management
Florida
$162K +$56.3K +2,075 +53%
AWM
44
AE Wealth Management
Kansas
$111K +$18.9K +697 +21%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$107K
PS
46
Principal Securities
Iowa
$76.6K +$2.5K +92 +3%
KWM
47
Kiker Wealth Management
Georgia
$76.3K +$62.7K +2,310 +462%
Morgan Stanley
48
Morgan Stanley
New York
$61.9K -$35.6K -1,312 -37%
CIAS
49
Capital Investment Advisory Services
North Carolina
$58.4K
IA
50
IFP Advisors
Florida
$55.3K +$1.57K +58 +3%