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Strive US Energy ETF

92 hedge funds and large institutions have $52M invested in Strive US Energy ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $33.7M → $52M (+$18.3M)

8.84% more ownership

Funds ownership: 12.87%21.7% (+8.8%)

8% less funds holding

Funds holding: 10092 (-8)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
92
Holders Change
-8
Holders Change %
-8%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
16
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
26
Vigilare Wealth Management
Arizona
$384K
KAS
27
Kestra Advisory Services
Texas
$375K -$41.8K -1,460 -10%
HighTower Advisors
28
HighTower Advisors
Illinois
$357K -$51.9K -1,811 -13%
HWMO
29
Heritage Wealth Management (Ohio)
Ohio
$328K
WCM
30
Whitener Capital Management
North Carolina
$305K +$28.6K +1,000 +10%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$285K -$7.53K -263 -3%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$271K
GS
33
GTS Securities
New York
$267K -$1.3M -45,549 -83%
SWM
34
Stark Wealth Management
Pennsylvania
$265K +$55K +1,920 +26%
HI
35
Harbour Investments
Wisconsin
$246K +$344 +12 +0.1%
MML Investors Services
36
MML Investors Services
Massachusetts
$246K -$19.8K -692 -7%
PAM
37
Pacific Asset Management
Washington
$235K
Citadel Advisors
38
Citadel Advisors
Florida
$205K +$206K +7,198 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$205K +$203K +7,087 New
CIA
40
Concurrent Investment Advisors
Florida
$204K -$103K -3,602 -33%
GCM
41
Gables Capital Management
Florida
$184K +$14.3K +500 +8%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$138K +$6.42K +224 +5%
SPIA
43
Steward Partners Investment Advisory
New York
$125K -$57.1K -1,994 -31%
MCM
44
MAI Capital Management
Ohio
$110K -$75.4K -2,632 -41%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$101K -$3.24K -113 -3%
Morgan Stanley
46
Morgan Stanley
New York
$80.9K +$3.32K +116 +4%
AWM
47
AE Wealth Management
Kansas
$77.4K -$19.4K -677 -20%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$60.5K +$60.7K +2,119 New
IA
49
IFP Advisors
Florida
$58.2K
ACA
50
Aptus Capital Advisors
Alabama
$57K +$57.3K +1,999 New

DRLL Hedge Fund Activity: Q4 2025 in Review

92 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Strive US Energy ETF (DRLL) for Q4 2025, worth a combined $52M — up 54% from $33.7M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DRLL and 12 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 16 added.

The largest buyer was Southeast Asset Advisors, opening a new position worth an estimated $22.1M. The largest seller was GTS Securities, cutting an estimated $1.3M.

  • 92 institutional investors held Strive US Energy ETF (DRLL) as of Q4 2025, down from 100 in Q3 2025.
  • Funds reported $52M of Strive US Energy ETF stock for Q4 2025, up 54% quarter-over-quarter.
  • 12 funds opened new Strive US Energy ETF positions in Q4 2025 and 20 closed out, a net change of -8 holders.
  • The largest Strive US Energy ETF buyer in Q4 2025 was Southeast Asset Advisors, an estimated $22.1M added.
  • The largest Strive US Energy ETF seller in Q4 2025 was GTS Securities, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2025.