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Strategic Trust Running Oak Efficient Growth ETF
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Overview Fund Activity

29 hedge funds and large institutions have $55.6M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$10.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.61M
3
TBC
3
Ted Buchan & Co
California
$2.08M
4
CFA
4
Cahill Financial Advisors
Minnesota
$2.38M
5
CMAI
5
Capital Management Associates Inc
Minnesota
$2.41M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$702K
2
Jane Street
2
Jane Street
New York
$0
3
TW
3
Transform Wealth
Colorado
$2.04M
4
LA
4
Lifeworks Advisors
Michigan
$254K
5
MGWM
5
Marks Group Wealth Management
Minnesota
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
MidAtlantic Capital Management
Virginia
$139K +$15K +491 +12%
Osaic Holdings
27
Osaic Holdings
Arizona
$14.1K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$11.3K +$7.17K +235 +173%
FP
29
Financial Perspectives
Minnesota
$5.01K +$5.01K +164 New
Jane Street
30
Jane Street
New York
– -$707K -22,693 Closed
UBS Group
31
UBS Group
Switzerland
– -$9.07K -291 Closed
TRCT
32
Tower Research Capital (TRC)
New York
– -$6.86K -220 Closed
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