Strategic Trust Running Oak Efficient Growth ETF
RUNN
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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
44% more capital invested
Capital invested by funds: $55.6M → $79.9M (+$24.3M)
21% more funds holding
Funds holding: 29 → 35 (+6)
5.72% more ownership
Funds ownership: 33.53% → 39.25% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$11.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.66M |
| 3 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$1.85M |
| 4 |
TBC
Ted Buchan & Co
San Diego,
California
|
+$1.55M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BlackDiamond Wealth Management
New York
|
-$480K |
| 2 |
FW
FullCircle Wealth
Dallas,
Texas
|
-$325K |
| 3 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$254K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$201K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$179K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PB
26
Pinnacle Bancorp
Beatrice,
Nebraska
| $217K | +$31.9K | +1,000 | +18% |
|
|
TFM
27
Trademark Financial Management
Bloomington,
Minnesota
| $202K | +$193K | +6,057 | New |
|
|
MCM
28
MidAtlantic Capital Management
Richmond,
Virginia
| $164K | +$11.8K | +369 | +8% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $65.3K | +$50.5K | +1,583 | +427% |
|
|
PTC
30
Private Trust Company
Cleveland,
Ohio
| $25.1K | +$23.9K | +750 | New |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $15.4K | – | – | – |
|
|
FP
32
Financial Perspectives
Minneapolis,
Minnesota
| $5.48K | – | – | – |
|
|
NS
33
NBC Securities
Birmingham,
Alabama
| $1K | +$1.59K | +50 | New |
|
34
Bank of America
Charlotte,
North Carolina
| $201 | +$191 | +6 | New |
|
|
NA
35
NewEdge Advisors
New Orleans,
Louisiana
| $33 | -$179K | -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 |
|
RUNN Hedge Fund Activity: Q3 2024 in Review
35 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q3 2024, worth a combined $79.9M — up 44% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RUNN positions and 2 closed out — a net gain of 7 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $11.7M. The largest seller was BlackDiamond Wealth Management, cutting an estimated $480K.
- 35 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $79.9M of Strategic Trust Running Oak Efficient Growth ETF stock for Q3 2024, up 44% quarter-over-quarter.
- 9 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q3 2024 and 2 closed out, a net change of +7 holders.
- The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $11.7M added.
- The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q3 2024 was BlackDiamond Wealth Management, an estimated $480K sold.
Based on aggregated 13F filings for Q3 2024.