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Strive US Energy ETF

120 hedge funds and large institutions have $44.9M invested in Strive US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $97K | Put options by funds: $22K

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

14% more capital invested

Capital invested by funds: $39.5M → $44.9M (+$5.39M)

4% more funds holding

Funds holding: 115120 (+5)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0.72% more ownership

Funds ownership: 11.88%12.6% (+0.72%)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
25
Reduced
23
Closed
13
Calls
$97K
Puts
$22K
Net Calls
+$75K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$75K -$4.43K -155 -6%
NRG
52
Nemes Rush Group
Michigan
$62.6K
AF
53
Allworth Financial
California
$61.8K +$29 +1 +0.1%
IA
54
IFP Advisors
Florida
$56.5K
PS
55
Principal Securities
Iowa
$53.1K
PA
56
Parallel Advisors
California
$49.4K -$74.4K -2,600 -62%
PFA
57
Pathway Financial Advisers
Indiana
$48.7K -$6.44K -225 -13%
AF
58
Advisornet Financial
Minnesota
$47K
FCA
59
FinTrust Capital Advisors
South Carolina
$45.4K +$41.5K +1,450 New
SIC
60
Salem Investment Counselors
North Carolina
$42.3K
SS
61
Sunbelt Securities
Texas
$34.9K
AIM
62
Anchor Investment Management
South Carolina
$34.4K
S
63
SignatureFD
Georgia
$34.3K -$50.4K -1,762 -62%
CA
64
CoreCap Advisors
Michigan
$32.6K +$29.8K +1,041 New
OLVIG
65
Oliver Lagore Vanvalin Investment Group
Michigan
$32.3K +$19.3K +676 +190%
WCAMG
66
Woodard & Company Asset Management Group
North Carolina
$31.3K
MFA
67
McClarren Financial Advisors
Pennsylvania
$31K +$57 +2 +0.2%
WT
68
Washington Trust
Rhode Island
$30.5K
SC
69
Stephens Consulting
Michigan
$30K
ME
70
McIlrath & Eck
Washington
$26.3K +$24.1K +841 New
CFD
71
Creative Financial Designs
Indiana
$26.1K
RIA
72
Realta Investment Advisors
Delaware
$21.3K +$19.5K +680 New
BTI
73
Blue Trust Inc
Georgia
$16.9K
GI
74
Gradient Investments
Minnesota
$16.6K
MHR
75
Matthew Hamilton Rosenberg
$16.4K

DRLL Hedge Fund Activity: Q1 2024 in Review

120 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strive US Energy ETF (DRLL) for Q1 2024, worth a combined $44.9M — up 14% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DRLL positions and 13 closed out — a net gain of 5 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.73M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.51M.

  • 120 institutional investors held Strive US Energy ETF (DRLL) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $44.9M of Strive US Energy ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 18 funds opened new Strive US Energy ETF positions in Q1 2024 and 13 closed out, a net change of +5 holders.
  • The largest Strive US Energy ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.73M added.
  • The largest Strive US Energy ETF seller in Q1 2024 was Cetera Advisor Networks, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2024.