We are live on ! Find out more
DRLL icon

Strive US Energy ETF

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: 107115 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$3.14M +$940K +32,883 +42%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.01M +$200K +6,978 +7%
CAN
3
Cetera Advisor Networks
California
$2.95M -$878K -30,706 -23%
VWA
4
Visionary Wealth Advisors
Illinois
$2.54M +$453K +15,828 +21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.47M +$317K +11,101 +14%
FMN
6
Financial Management Network
California
$2.17M -$163K -5,702 -7%
LPL Financial
7
LPL Financial
California
$1.92M +$1.96M +68,408 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.77M +$41.9K +1,464 +2%
EFG
9
Ethos Financial Group
Pennsylvania
$1.34M +$1M +35,090 +277%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.28M -$147K -5,146 -10%
US Bancorp
11
US Bancorp
Minnesota
$1.13M +$14.8K +516 +1%
RJA
12
Raymond James & Associates
Florida
$1.05M -$172K -6,017 -14%
UBS Group
13
UBS Group
Switzerland
$1.04M +$800K +27,973 +311%
Citadel Advisors
14
Citadel Advisors
Florida
$934K +$952K +33,291 New
Osaic Holdings
15
Osaic Holdings
Arizona
$913K -$392K -13,719 -30%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$800K +$816K +28,533 New
Bank of America
17
Bank of America
North Carolina
$794K +$519K +18,146 +178%
KAS
18
Kestra Advisory Services
Texas
$715K -$436K -15,238 -37%
SWM
19
Scissortail Wealth Management
Oklahoma
$672K +$684K +23,900 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$551K -$216K -7,545 -28%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$547K -$11.4K -397 -2%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$481K
HighTower Advisors
23
HighTower Advisors
Illinois
$388K -$15.9K -555 -4%
Mariner
24
Mariner
Kansas
$381K +$2.32K +81 +0.6%
VWM
25
Vigilare Wealth Management
Arizona
$372K +$2.52K +88 +0.7%

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.