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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
RF
101
Robinswood Financial
Washington
$2.92K +$57 +2 +2%
AAG
102
Armstrong Advisory Group
Massachusetts
$2.81K – – –
BLC
103
Brown, Lisle/Cummings
Rhode Island
$2.81K +$2.86K +100 New
FFA
104
Farther Finance Advisors
California
$2.5K -$1.06K -37 -29%
SFA
105
Semmax Financial Advisors
North Carolina
$2.14K – – –
Simplex Trading
106
Simplex Trading
Illinois
$2K – – –
AAP
107
Arax Advisory Partners
Colorado
$1.7K – – –
TCM
108
Tradewinds Capital Management
Washington
$1.46K +$29 +1 +2%
AA
109
Ancora Advisors
Ohio
$1.43K -$5.86K -205 -80%
IPW
110
Impact Partnership Wealth
Georgia
$1.4K – – –
RIM
111
Rockbridge Investment Management
New York
$1.4K +$1.43K +50 New
SIS
112
Sound Income Strategies
Florida
$982 – – –
HWM
113
Horizons Wealth Management
North Carolina
$533 – – –
APC
114
Aspire Private Capital
North Carolina
$420 – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$281 -$12.8K -446 -98%
MSWM
116
Mowery & Schoenfeld Wealth Management
Illinois
$281 +$286 +10 New
SWA
117
Stratos Wealth Advisors
Ohio
– -$321K -10,682 Closed
Goldman Sachs
118
Goldman Sachs
New York
– -$298K -9,909 Closed
Legacy Financial Group (Iowa)
119
Legacy Financial Group (Iowa)
Iowa
– -$23.4K -778 Closed
Creative Planning
120
Creative Planning
Kansas
– -$10.8K -360 Closed
BWS
121
Buck Wealth Strategies
Colorado
– -$4.51K -150 Closed
AW
122
Avion Wealth
Texas
– -$3K -100 Closed
WWP
123
WR Wealth Planners
Missouri
– -$3.01K -100 Closed
MIM
124
Macroview Investment Management
Maryland
– -$632 -21 Closed
EWA
125
EverSource Wealth Advisors
Alabama
– -$532 -18 Closed
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.