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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
HI
76
Harbour Investments
Wisconsin
$12.7K -$2.86K -100 -18%
GGI
77
Godsey & Gibb Inc
Virginia
$11.5K – – –
DAM
78
Delta Asset Management
Tennessee
$11.2K – – –
EPW
79
Evergreen Private Wealth
Colorado
$10.9K +$11.2K +390 New
CP
80
Castleview Partners
Texas
$10.8K +$11K +384 New
RWPA
81
Richard W. Paul & Associates
Michigan
$10.6K – – –
HCM
82
Hollencrest Capital Management
California
$10.5K – – –
ADL
83
Asset Dedication LLC
California
$10K – – –
TC
84
Trust Company
Kansas
$9.96K – – –
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$9.95K +$143 +5 +1%
JFA
86
JNBA Financial Advisors
Minnesota
$9.9K – – –
HI
87
Hoey Investments
Pennsylvania
$9.12K – – –
SWA
88
SOA Wealth Advisors
New York
$8.67K +$114 +4 +1%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$6K – – –
RA
90
Rise Advisors
New York
$5.76K +$86 +3 +1%
CTA
91
Colonial Trust Advisors
South Carolina
$5.61K – – –
IGWM
92
ICA Group Wealth Management
Colorado
$5.61K +$5.72K +200 New
ODG
93
O'Dell Group
Ohio
$5.41K +$5.52K +193 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$5.22K +$5.21K +182 New
GIA
95
GHP Investment Advisors
Colorado
$4.99K – – –
TC
96
Truvestments Capital
Florida
$4.78K +$4.89K +171 New
FF
97
Friedenthal Financial
New Jersey
$4.69K +$4.78K +167 New
KFS
98
Kelly Financial Services
Massachusetts
$3.19K +$57 +2 +2%
BCMLT
99
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.01K – – –
FMTCOCP
100
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
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.