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Strive US Energy ETF

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: 106107 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
76
Richard W. Paul & Associates
Michigan
$11.4K
HCM
77
Hollencrest Capital Management
California
$11.3K -$2.93K -100 -21%
ADL
78
Asset Dedication LLC
California
$11K
Creative Planning
79
Creative Planning
Kansas
$10.8K +$10.6K +360 New
TC
80
Trust Company
Kansas
$10.7K
JFA
81
JNBA Financial Advisors
Minnesota
$10.6K
OLVIG
82
Oliver Lagore Vanvalin Investment Group
Michigan
$10.5K -$29.2K -997 -74%
HI
83
Hoey Investments
Pennsylvania
$9.78K -$14.7K -500 -61%
SWA
84
SOA Wealth Advisors
New York
$9.16K +$88 +3 +1%
AA
85
Ancora Advisors
Ohio
$7.69K +$6.04K +206 +412%
RA
86
Rise Advisors
New York
$6.08K +$29 +1 +0.5%
CTA
87
Colonial Trust Advisors
South Carolina
$6.02K
BFEC
88
Benjamin F. Edwards & Company
Missouri
$6K
GIA
89
GHP Investment Advisors
Colorado
$5.32K
BWS
90
Buck Wealth Strategies
Colorado
$4.51K
FFA
91
Farther Finance Advisors
California
$3.79K +$264 +9 +8%
KFS
92
Kelly Financial Services
Massachusetts
$3.37K +$29 +1 +0.9%
RF
93
Robinswood Financial
Washington
$3.09K +$29 +1 +1%
AAG
94
Armstrong Advisory Group
Massachusetts
$3.01K -$35.3K -1,204 -92%
WWP
95
WR Wealth Planners
Missouri
$3.01K
AW
96
Avion Wealth
Texas
$3K
FMTCOCP
97
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
BCMLT
98
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.74K
SFA
99
Semmax Financial Advisors
North Carolina
$2.15K +$2.26K +77 New
Simplex Trading
100
Simplex Trading
Illinois
$2K -$2.61K -89 -52%

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.