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Strive US Energy ETF
DRLL

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: 115 → 120 (+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

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.73M
2
LPL Financial
LPL Financial
California
+$746K
3
Goldman Sachs
Goldman Sachs
New York
+$715K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$688K
5
UBS Group
UBS Group
Switzerland
+$369K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$1.51M
2
Citadel Advisors
Citadel Advisors
Florida
-$762K
3
SWM
Scissortail Wealth Management
Oklahoma
-$672K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$545K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
101
Global Wealth Strategies & Associates
Colorado
$5.89K +$5.38K +188 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$5.71K – – –
FF
103
Friedenthal Financial
New Jersey
$5.27K +$29 +1 +0.6%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$4.38K +$4K +140 New
KFS
105
Kelly Financial Services
Massachusetts
$3.56K – – –
RF
106
Robinswood Financial
Washington
$3.29K – – –
BLC
107
Brown, Lisle/Cummings
Rhode Island
$3.13K – – –
WWP
108
WR Wealth Planners
Missouri
$3.13K +$2.86K +100 New
FMTCOCP
109
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
FFA
110
Farther Finance Advisors
California
$2.81K – – –
AAG
111
Armstrong Advisory Group
Massachusetts
$2.81K – – –
SFA
112
Semmax Financial Advisors
North Carolina
$2.41K +$29 +1 +1%
AAP
113
Arax Advisory Partners
Colorado
$1.9K – – –
TCM
114
Tradewinds Capital Management
Washington
$1.64K – – –
AA
115
Ancora Advisors
Ohio
$1.61K – – –
IPW
116
Impact Partnership Wealth
Georgia
$1.57K – – –
CA
117
Continuum Advisory
Idaho
$1.31K +$1.2K +42 New
SIS
118
Sound Income Strategies
Florida
$1.1K – – –
HWM
119
Horizons Wealth Management
North Carolina
$533 – – –
MSWM
120
Mowery & Schoenfeld Wealth Management
Illinois
$282 -$29 -1 -10%
NA
121
NewEdge Advisors
Louisiana
$31 +$29 +1 New
Wells Fargo
122
Wells Fargo
California
$21 -$28.4K -991 -100%
SWM
123
Scissortail Wealth Management
Oklahoma
– -$672K -23,900 Closed
LFG
124
Leverty Financial Group
Wisconsin
– -$224K -7,992 Closed
AWM
125
AE Wealth Management
Kansas
– -$219K -7,789 Closed
2 3 4
5
6

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.