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Strategic Trust Running Oak Efficient Growth ETF

26 hedge funds and large institutions have $45.3M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

73% more funds holding

Funds holding: 1526 (+11)

65% more capital invested

Capital invested by funds: $27.4M → $45.3M (+$17.9M)

3.68% less ownership

Funds ownership: 36.32%32.64% (-3.7%)

Holders
26
Holders Change
+11
Holders Change %
+73.33%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Mutual Advisors
Nebraska
$11M +$2.42M +82,160 +30%
TWM
2
TMD Wealth Management
Arizona
$7.66M +$2.81M +95,624 +64%
KAS
3
Kestra Advisory Services
Texas
$6.57M +$6.2M +210,830 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.64M +$4.65M +158,135 +695%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.45M +$338K +11,500 +17%
BWM
6
BlackDiamond Wealth Management
New York
$2.43M -$78.8K -2,678 -3%
TW
7
Transform Wealth
Colorado
$2.29M +$950K +32,289 +79%
CMAI
8
Capital Management Associates Inc
Minnesota
$1.84M +$143K +4,847 +9%
CFA
9
Cahill Financial Advisors
Minnesota
$1.25M +$1.17M +39,945 New
Jane Street
10
Jane Street
New York
$707K +$667K +22,693 New
TBC
11
Ted Buchan & Co
California
$446K +$421K +14,303 New
LPL Financial
12
LPL Financial
California
$406K +$104K +3,540 +37%
JCM
13
Jacobi Capital Management
Pennsylvania
$348K +$328K +11,150 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$339K -$15.9K -540 -5%
MCM
15
MidAtlantic Capital Management
Virginia
$337K +$60.5K +2,057 +103%
MML Investors Services
16
MML Investors Services
Massachusetts
$314K +$296K +10,079 New
LA
17
Lifeworks Advisors
Michigan
$290K +$274K +9,303 New
FFA
18
Founders Financial Alliance
North Carolina
$281K +$265K +9,000 New
MGWM
19
Marks Group Wealth Management
Minnesota
$235K -$6.03M -205,003 -96%
WWP
20
WR Wealth Planners
Missouri
$184K +$174K +5,900 New
NA
21
NewEdge Advisors
Louisiana
$166K +$157K +5,331 New
PB
22
Pinnacle Bancorp
Nebraska
$109K +$103K +3,500 New
Osaic Holdings
23
Osaic Holdings
Arizona
$14.4K +$7.62K +259 +128%
UBS Group
24
UBS Group
Switzerland
$9.07K +$8.56K +291 New
TRCT
25
Tower Research Capital (TRC)
New York
$6.86K +$4.62K +157 +249%

RUNN Hedge Fund Activity: Q1 2024 in Review

26 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q1 2024, worth a combined $45.3M — up 65% from $27.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RUNN positions and 1 closed out — a net gain of 11 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $6.2M. The largest seller was Marks Group Wealth Management, cutting an estimated $6.03M.

  • 26 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q1 2024, up from 15 in Q4 2023.
  • Funds reported $45.3M of Strategic Trust Running Oak Efficient Growth ETF stock for Q1 2024, up 65% quarter-over-quarter.
  • 12 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q1 2024 and 1 closed out, a net change of +11 holders.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $6.2M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q1 2024 was Marks Group Wealth Management, an estimated $6.03M sold.

Based on aggregated 13F filings for Q1 2024.