Strategic Trust Running Oak Efficient Growth ETF
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35 hedge funds and large institutions have $79.9M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PB
26
Pinnacle Bancorp
Beatrice,
Nebraska
| $217K | +$33.4K | +1,000 | +18% |
|
|
TFM
27
Trademark Financial Management
Bloomington,
Minnesota
| $202K | +$202K | +6,057 | New |
|
|
MCM
28
MidAtlantic Capital Management
Richmond,
Virginia
| $164K | +$12.3K | +369 | +8% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $65.3K | +$52.9K | +1,583 | +427% |
|
|
PTC
30
Private Trust Company
Cleveland,
Ohio
| $25.1K | +$25.1K | +750 | New |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $15.4K | – | – | – |
|
|
FP
32
Financial Perspectives
Minneapolis,
Minnesota
| $5.48K | – | – | – |
|
|
NS
33
NBC Securities
Birmingham,
Alabama
| $1K | +$1K | +50 | New |
|
34
Bank of America
Charlotte,
North Carolina
| $201 | +$201 | +6 | New |
|
|
NA
35
NewEdge Advisors
New Orleans,
Louisiana
| $33 | -$186K | -5,628 | -100% |
|
|
LA
36
Lifeworks Advisors
Grand Rapids,
Michigan
| – | -$254K | -8,326 | Closed |
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$201K | -6,572 | Closed |
|