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Strive US Energy ETF
DRLL

107 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, 34 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $32.2M → $37.1M (+$4.88M)

1% more funds holding

Funds holding: 106 → 107 (+1)

0.67% more ownership

Funds ownership: 9.43% → 10.11% (+0.67%)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
34
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$2.11M
2
VWA
Visionary Wealth Advisors
Illinois
+$653K
3
FMN
Financial Management Network
California
+$533K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$448K
5
PCWA
Pacific Capital Wealth Advisors
California
+$362K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$687K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$547K
4
UBS Group
UBS Group
Switzerland
-$268K
5
Goldman Sachs
Goldman Sachs
New York
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
51
Hartford Financial Management
Connecticut
$54.7K – – –
PFA
52
Pathway Financial Advisers
Indiana
$52.9K +$51.6K +1,758 New
AF
53
Advisornet Financial
Minnesota
$45.1K -$1.5K -51 -3%
SIC
54
Salem Investment Counselors
North Carolina
$40.6K – – –
SS
55
Sunbelt Securities
Texas
$33.4K -$7.28K -248 -18%
AIM
56
Anchor Investment Management
South Carolina
$33.1K – – –
WT
57
Washington Trust
Rhode Island
$29.3K – – –
SC
58
Stephens Consulting
Michigan
$28.8K – – –
MFA
59
McClarren Financial Advisors
Pennsylvania
$28K +$117 +4 +0.4%
CFD
60
Creative Financial Designs
Indiana
$24.7K +$176 +6 +0.7%
CA
61
Centerpoint Advisors
Massachusetts
$24K – – –
Legacy Financial Group (Iowa)
62
Legacy Financial Group (Iowa)
Iowa
$23.4K +$22.8K +778 New
AIC
63
Archer Investment Corporation
Indiana
$18K – – –
HI
64
Harbour Investments
Wisconsin
$16.6K +$8.8K +300 +119%
GI
65
Gradient Investments
Minnesota
$15.9K – – –
MHR
66
Matthew Hamilton Rosenberg
$15.6K – – –
CWP
67
Concord Wealth Partners
Virginia
$15K – – –
DSC
68
Duncker Streett & Co
Missouri
$15K – – –
GCM
69
Gables Capital Management
Florida
$15K – – –
GTAM
70
Global Trust Asset Management
Florida
$15K – – –
Wells Fargo
71
Wells Fargo
California
$15K – – –
BTI
72
Blue Trust Inc
Georgia
$15K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$13.7K +$13.4K +456 New
GGI
74
Godsey & Gibb Inc
Virginia
$12.3K – – –
DAM
75
Delta Asset Management
Tennessee
$12K – – –
1 2
3
4 5

DRLL Hedge Fund Activity: Q3 2023 in Review

107 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Strive US Energy ETF (DRLL) for Q3 2023, worth a combined $37.1M — up 15% from $32.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DRLL positions and 5 closed out — a net gain of 3 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $2.11M. The largest seller was Raymond James & Associates, cutting an estimated $1.74M.

  • 107 institutional investors held Strive US Energy ETF (DRLL) as of Q3 2023, up from 106 in Q2 2023.
  • Funds reported $37.1M of Strive US Energy ETF stock for Q3 2023, up 15% quarter-over-quarter.
  • 8 funds opened new Strive US Energy ETF positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest Strive US Energy ETF buyer in Q3 2023 was Cetera Advisor Networks, an estimated $2.11M added.
  • The largest Strive US Energy ETF seller in Q3 2023 was Raymond James & Associates, an estimated $1.74M sold.

Based on aggregated 13F filings for Q3 2023.