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Strive US Energy ETF
DRLL

115 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, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

664% more call options, than puts

Call options by funds: $107K | Put options by funds: $14K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

7% more funds holding

Funds holding: 107 → 115 (+8)

7% more capital invested

Capital invested by funds: $37.1M → $39.5M (+$2.45M)

1.77% more ownership

Funds ownership: 10.11% → 11.88% (+1.8%)

Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
31
Reduced
24
Closed
9
Calls
$107K
Puts
$14K
Net Calls
+$93K
Net Calls Change
+$93K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.96M
2
EFG
Ethos Financial Group
Pennsylvania
+$1M
3
Citadel Advisors
Citadel Advisors
Florida
+$952K
4
Stifel Financial
Stifel Financial
Missouri
+$940K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$816K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$878K
2
GS
GTS Securities
New York
-$594K
3
KAS
Kestra Advisory Services
Texas
-$436K
4
Osaic Holdings
Osaic Holdings
Arizona
-$392K
5
SWA
Stratos Wealth Advisors
Ohio
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
51
Nemes Rush Group
Michigan
$56.1K – – –
AF
52
Allworth Financial
California
$55.4K -$31K -1,085 -35%
IA
53
IFP Advisors
Florida
$50.6K -$2.86K -100 -5%
PFA
54
Pathway Financial Advisers
Indiana
$50K +$658 +23 +1%
PS
55
Principal Securities
Iowa
$47.6K +$48.5K +1,696 New
AF
56
Advisornet Financial
Minnesota
$42.1K – – –
SIC
57
Salem Investment Counselors
North Carolina
$37.9K – – –
SS
58
Sunbelt Securities
Texas
$31.2K +$114 +4 +0.4%
AIM
59
Anchor Investment Management
South Carolina
$30.9K – – –
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$28.1K +$28.6K +1,000 New
Wells Fargo
61
Wells Fargo
California
$27.8K +$14.1K +492 +98%
WT
62
Washington Trust
Rhode Island
$27.3K – – –
MFA
63
McClarren Financial Advisors
Pennsylvania
$27K +$458 +16 +2%
SC
64
Stephens Consulting
Michigan
$26.8K – – –
HFM
65
Hartford Financial Management
Connecticut
$25.7K -$25.8K -903 -50%
CFD
66
Creative Financial Designs
Indiana
$23.3K +$343 +12 +1%
CA
67
Centerpoint Advisors
Massachusetts
$22K – – –
BTI
68
Blue Trust Inc
Georgia
$16K – – –
GI
69
Gradient Investments
Minnesota
$14.9K – – –
MHR
70
Matthew Hamilton Rosenberg
$14.6K – – –
AIC
71
Archer Investment Corporation
Indiana
$14K -$2.86K -100 -17%
CWP
72
Concord Wealth Partners
Virginia
$14K – – –
DSC
73
Duncker Streett & Co
Missouri
$14K – – –
GCM
74
Gables Capital Management
Florida
$14K – – –
GTAM
75
Global Trust Asset Management
Florida
$14K – – –
1 2
3
4 5

DRLL Hedge Fund Activity: Q4 2023 in Review

115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strive US Energy ETF (DRLL) for Q4 2023, worth a combined $39.5M — up 6.6% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DRLL positions and 9 closed out — a net gain of 9 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.96M. The largest seller was Cetera Advisor Networks, cutting an estimated $878K.

  • 115 institutional investors held Strive US Energy ETF (DRLL) as of Q4 2023, up from 107 in Q3 2023.
  • Funds reported $39.5M of Strive US Energy ETF stock for Q4 2023, up 6.6% quarter-over-quarter.
  • 18 funds opened new Strive US Energy ETF positions in Q4 2023 and 9 closed out, a net change of +9 holders.
  • The largest Strive US Energy ETF buyer in Q4 2023 was LPL Financial, an estimated $1.96M added.
  • The largest Strive US Energy ETF seller in Q4 2023 was Cetera Advisor Networks, an estimated $878K sold.

Based on aggregated 13F filings for Q4 2023.