Strategic Trust Running Oak Efficient Growth ETF
RUNN
12 hedge funds and large institutions have $15M invested in Strategic Trust Running Oak Efficient Growth ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
300% more funds holding
Funds holding: 3 → 12 (+9)
184% more capital invested
Capital invested by funds: $5.28M → $15M (+$9.71M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
2.12% less ownership
Funds ownership: 32.28% → 30.17% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
+$5.47M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$2.32M |
| 3 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$1.13M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$981K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BlackDiamond Wealth Management
New York
|
-$169K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MGWM
1
Marks Group Wealth Management
Minnetonka,
Minnesota
| $5.28M | +$5.47M | +207,409 | New |
|
|
MA
2
Mutual Advisors
Omaha,
Nebraska
| $4.79M | +$2.32M | +87,857 | +88% |
|
|
BWM
3
BlackDiamond Wealth Management
New York
| $1.94M | -$169K | -6,414 | -8% |
|
|
TW
4
Transform Wealth
Greenwood Village,
Colorado
| $1.09M | +$1.13M | +42,762 | New |
|
|
5
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $946K | +$981K | +37,200 | New |
|
6
Citadel Advisors
Miami,
Florida
| $412K | +$127K | +4,812 | +42% |
|
|
PAIM
7
Punch & Associates Investment Management
Edina,
Minnesota
| $211K | +$218K | +8,285 | New |
|
8
Envestnet Asset Management
Chicago,
Illinois
| $201K | +$209K | +7,919 | New |
|
|
WWP
9
WR Wealth Planners
Columbia,
Missouri
| $73.6K | +$76.3K | +2,895 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $38.6K | +$40.1K | +1,519 | New |
|
11
UBS Group
Zurich,
Switzerland
| $2.75K | +$2.85K | +108 | New |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $102 | +$105 | +4 | New |
|
RUNN Hedge Fund Activity: Q3 2023 in Review
12 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q3 2023, worth a combined $15M — up 184% from $5.28M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RUNN positions and 0 closed out — a net gain of 9 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Marks Group Wealth Management, opening a new position worth an estimated $5.47M. The largest seller was BlackDiamond Wealth Management, cutting an estimated $169K.
- 12 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q3 2023, up from 3 in Q2 2023.
- Funds reported $15M of Strategic Trust Running Oak Efficient Growth ETF stock for Q3 2023, up 184% quarter-over-quarter.
- 9 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q3 2023 and 0 closed out, a net change of +9 holders.
- The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q3 2023 was Marks Group Wealth Management, an estimated $5.47M added.
- The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q3 2023 was BlackDiamond Wealth Management, an estimated $169K sold.
Based on aggregated 13F filings for Q3 2023.