Strategic Trust Running Oak Efficient Growth ETF
RUNN
58 hedge funds and large institutions have $319M invested in Strategic Trust Running Oak Efficient Growth ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
76% more capital invested
Capital invested by funds: $182M → $319M (+$138M)
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29.29% more ownership
Funds ownership: 57.86% → 87.15% (+29%)
5% more funds holding
Funds holding: 55 → 58 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
+$110M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$8.92M |
| 3 |
AF
Apexium Financial
Dallas,
Texas
|
+$4.23M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.72M |
| 5 |
SC
Sykon Capital
Harrison,
New York
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
|
-$3.29M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.87M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.56M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.54M |
| 5 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
-$558K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
51
Private Trust Company
Cleveland,
Ohio
| $33.8K | – | – | – |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $15.6K | – | – | – |
|
|
PS
53
Principal Securities
Des Moines,
Iowa
| $9.64K | – | – | – |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
FP
55
Financial Perspectives
Minneapolis,
Minnesota
| $5.57K | – | – | – |
|
|
EWA
56
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.06K | +$1.98K | +61 | New |
|
|
JFA
57
JNBA Financial Advisors
Bloomington,
Minnesota
| $1.49K | -$15.6K | -480 | -92% |
|
|
NS
58
NBC Securities
Birmingham,
Alabama
| $1K | – | – | – |
|
59
Goldman Sachs
New York
| – | -$395K | -12,180 | Closed |
|
|
TFM
60
Trademark Financial Management
Bloomington,
Minnesota
| – | -$208K | -6,412 | Closed |
|
61
JP Morgan Chase
New York
| – | -$16.6K | -513 | Closed |
|
62
Jones Financial Companies
Des Peres,
Missouri
| – | -$3.22K | -100 | Closed |
|
|
BCWM
63
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$454 | -14 | Closed |
|
RUNN Hedge Fund Activity: Q2 2025 in Review
58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q2 2025, worth a combined $319M — up 76% from $182M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RUNN positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Boulay Financial Advisors, opening a new position worth an estimated $110M. The largest seller was Capital Management Associates Inc, cutting an estimated $3.29M.
- 58 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q2 2025, up from 55 in Q1 2025.
- Funds reported $319M of Strategic Trust Running Oak Efficient Growth ETF stock for Q2 2025, up 76% quarter-over-quarter.
- 9 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q2 2025 and 5 closed out, a net change of +4 holders.
- The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q2 2025 was Boulay Financial Advisors, an estimated $110M added.
- The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q2 2025 was Capital Management Associates Inc, an estimated $3.29M sold.
Based on aggregated 13F filings for Q2 2025.