Strategic Trust Running Oak Efficient Growth ETF
RUNN
15 hedge funds and large institutions have $27.4M invested in Strategic Trust Running Oak Efficient Growth ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
83% more capital invested
Capital invested by funds: $15M → $27.4M (+$12.4M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
25% more funds holding
Funds holding: 12 → 15 (+3)
8.63% more ownership
Funds ownership: 13.35% → 21.97% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$3.94M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$2.15M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$1.37M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$783K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$598K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$412K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$211K |
| 3 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$73.6K |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$45.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.6K |
RUNN Hedge Fund Activity: Q4 2023 in Review
15 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q4 2023, worth a combined $27.4M — up 83% from $15M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RUNN positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was TMD Wealth Management, opening a new position worth an estimated $3.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $412K sold.
- 15 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $27.4M of Strategic Trust Running Oak Efficient Growth ETF stock for Q4 2023, up 83% quarter-over-quarter.
- 7 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
- The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q4 2023 was TMD Wealth Management, an estimated $3.94M added.
- The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q4 2023 was Citadel Advisors, an estimated $412K sold.
Based on aggregated 13F filings for Q4 2023.