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Strive US Energy ETF

110 hedge funds and large institutions have $45.2M invested in Strive US Energy ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 15.13%14.72% (-0.41%)

2% less capital invested

Capital invested by funds: $46.1M → $45.2M (-$862K)

11% less funds holding

Funds holding: 124110 (-14)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
110
Holders Change
-14
Holders Change %
-11.29%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
34
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1
Demars Financial Group
Washington
$6.9M +$5.88M +205,049 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.86M +$538K +18,782 +24%
LPL Financial
3
LPL Financial
California
$2.62M -$47.8K -1,667 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$2.59M +$109K +3,789 +5%
VWA
5
Visionary Wealth Advisors
Illinois
$2.42M -$615K -21,466 -21%
Stifel Financial
6
Stifel Financial
Missouri
$1.81M -$83.9K -2,929 -5%
FMN
7
Financial Management Network
California
$1.63M +$104K +3,612 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.42M -$113K -3,957 -8%
Bank of America
9
Bank of America
North Carolina
$1.23M -$95.8K -3,342 -7%
UBS Group
10
UBS Group
Switzerland
$1.17M +$265K +9,244 +31%
US Bancorp
11
US Bancorp
Minnesota
$1.16M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.16M -$883K -30,816 -44%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.07M -$7.37K -257 -0.7%
Osaic Holdings
14
Osaic Holdings
Arizona
$942K +$31.1K +1,086 +4%
AAS
15
Avantax Advisory Services
Texas
$884K +$19.6K +684 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$872K -$831 -29 -0.1%
ME
17
McIlrath & Eck
Washington
$797K +$101K +3,513 +15%
BCM
18
Brookstone Capital Management
Illinois
$772K +$240K +8,365 +47%
GWM
19
Geneos Wealth Management
Colorado
$686K +$415K +14,464 +168%
HP
20
Holistic Planning
Texas
$644K +$42.6K +1,486 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$621K -$64.1K -2,235 -10%
GS
22
GTS Securities
New York
$618K -$1.5M -52,423 -72%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$614K +$278K +9,714 +87%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$607K -$9.97K -348 -2%
SG
25
StoneX Group
New York
$604K -$75K -2,617 -11%

DRLL Hedge Fund Activity: Q1 2025 in Review

110 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Strive US Energy ETF (DRLL) for Q1 2025, worth a combined $45.2M — down 1.9% from $46.1M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DRLL and 9 opened new positions — a net loss of 11 holders — while 34 trimmed existing stakes and 28 added.

The largest buyer was Demars Financial Group, opening a new position worth an estimated $5.88M. The largest seller was Park Edge Advisors, exiting entirely with an estimated $3.32M sold.

  • 110 institutional investors held Strive US Energy ETF (DRLL) as of Q1 2025, down from 124 in Q4 2024.
  • Funds reported $45.2M of Strive US Energy ETF stock for Q1 2025, down 1.9% quarter-over-quarter.
  • 9 funds opened new Strive US Energy ETF positions in Q1 2025 and 20 closed out, a net change of -11 holders.
  • The largest Strive US Energy ETF buyer in Q1 2025 was Demars Financial Group, an estimated $5.88M added.
  • The largest Strive US Energy ETF seller in Q1 2025 was Park Edge Advisors, an estimated $3.32M sold.

Based on aggregated 13F filings for Q1 2025.