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Strive US Energy ETF

112 hedge funds and large institutions have $40M invested in Strive US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,888% more call options, than puts

Call options by funds: $879K | Put options by funds: $8K

0.64% less ownership

Funds ownership: 13.91%13.27% (-0.64%)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

7% less funds holding

Funds holding: 120112 (-8)

16% less capital invested

Capital invested by funds: $47.8M → $40M (-$7.82M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
31
Closed
19
Calls
$879K
Puts
$8K
Net Calls
+$871K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
101
Semmax Financial Advisors
North Carolina
$2.33K +$29 +1 +1%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$2.18K +$2.26K +78 New
AWM
103
Avior Wealth Management
Nebraska
$2.18K -$78.2K -2,700 -97%
PFA
104
Pathway Financial Advisers
Indiana
$1.56K +$1.22M +42,240 +2,709%
TCM
105
Tradewinds Capital Management
Washington
$1.5K
CA
106
Continuum Advisory
Idaho
$1.27K
NIC
107
Northwest Investment Counselors
Oregon
$1.18K +$1.22K +42 New
CAS
108
Coppell Advisory Solutions
Texas
$1.12K
SIS
109
Sound Income Strategies
Florida
$983
HWM
110
Horizons Wealth Management
North Carolina
$534
MSWM
111
Mowery & Schoenfeld Wealth Management
Illinois
$253
NA
112
NewEdge Advisors
Louisiana
$28
MFA
113
McClarren Financial Advisors
Pennsylvania
$11 +$5.27K +182 +153%
EFG
114
Ethos Financial Group
Pennsylvania
-$1.55M -51,696 Closed
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
-$346K -11,543 Closed
FFN
116
Focus Financial Network
Minnesota
-$306K -10,025 Closed
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
-$279K -9,309 Closed
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
-$211K -7,035 Closed
GI
119
Gradient Investments
Minnesota
-$15.9K -530 Closed
ADL
120
Asset Dedication LLC
California
-$10.7K -356 Closed
FNWA
121
Financial Network Wealth Advisors
Utah
-$6.35K -212 Closed
Simplex Trading
122
Simplex Trading
Illinois
-$6K -211 Closed
ATPW
123
Ashton Thomas Private Wealth
Arizona
-$5.48K -183 Closed
BCWM
124
Bartlett & Co Wealth Management
Ohio
-$4.19K -140 Closed
KFS
125
Kelly Financial Services
Massachusetts
-$3.43K -114 Closed

DRLL Hedge Fund Activity: Q3 2024 in Review

112 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Strive US Energy ETF (DRLL) for Q3 2024, worth a combined $40M — down 16% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DRLL and 13 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 28 added.

The largest buyer was GTS Securities, adding an estimated $1.5M. The largest seller was Ethos Financial Group, exiting entirely with an estimated $1.55M sold.

  • 112 institutional investors held Strive US Energy ETF (DRLL) as of Q3 2024, down from 120 in Q2 2024.
  • Funds reported $40M of Strive US Energy ETF stock for Q3 2024, down 16% quarter-over-quarter.
  • 13 funds opened new Strive US Energy ETF positions in Q3 2024 and 19 closed out, a net change of -6 holders.
  • The largest Strive US Energy ETF buyer in Q3 2024 was GTS Securities, an estimated $1.5M added.
  • The largest Strive US Energy ETF seller in Q3 2024 was Ethos Financial Group, an estimated $1.55M sold.

Based on aggregated 13F filings for Q3 2024.