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Strategic Trust Running Oak Efficient Growth ETF

29 hedge funds and large institutions have $55.6M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $45.3M → $55.6M (+$10.3M)

12% more funds holding

Funds holding: 2629 (+3)

0.89% more ownership

Funds ownership: 32.64%33.53% (+0.89%)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Mutual Advisors
Nebraska
$11.3M +$75.7K +2,492 +0.7%
TWM
2
TMD Wealth Management
Arizona
$10.7M +$3.21M +105,625 +43%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.61M +$3.07M +101,106 +56%
KAS
4
Kestra Advisory Services
Texas
$6.54M +$107K +3,523 +2%
BWM
5
BlackDiamond Wealth Management
New York
$2.65M +$221K +7,268 +9%
CMAI
6
Capital Management Associates Inc
Minnesota
$2.41M +$607K +19,990 +34%
CFA
7
Cahill Financial Advisors
Minnesota
$2.38M +$1.16M +38,153 +96%
TBC
8
Ted Buchan & Co
California
$2.08M +$1.63M +53,788 +376%
TW
9
Transform Wealth
Colorado
$2.04M -$200K -6,596 -9%
FW
10
FullCircle Wealth
Texas
$1.66M +$1.62M +53,238 New
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$702K -$1.69M -55,500 -71%
ASFA
12
All Season Financial Advisors
Colorado
$601K +$598K +19,680 New
LPL Financial
13
LPL Financial
California
$521K +$123K +4,050 +31%
JCM
14
Jacobi Capital Management
Pennsylvania
$392K +$51.6K +1,700 +15%
FFA
15
Founders Financial Alliance
North Carolina
$382K +$106K +3,500 +39%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$330K -$2.52K -83 -0.8%
MML Investors Services
17
MML Investors Services
Massachusetts
$315K +$7.35K +242 +2%
TWM
18
Tradition Wealth Management
Minnesota
$306K +$305K +10,036 New
WWP
19
WR Wealth Planners
Missouri
$291K +$110K +3,625 +61%
LA
20
Lifeworks Advisors
Michigan
$254K -$29.7K -977 -11%
MGWM
21
Marks Group Wealth Management
Minnesota
$215K -$14.6K -482 -6%
SWM
22
SeaCrest Wealth Management
New York
$211K +$210K +6,917 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$201K +$200K +6,572 New
NA
24
NewEdge Advisors
Louisiana
$172K +$9.05K +298 +6%
PB
25
Pinnacle Bancorp
Nebraska
$168K +$60.8K +2,000 +57%

RUNN Hedge Fund Activity: Q2 2024 in Review

29 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q2 2024, worth a combined $55.6M — up 23% from $45.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RUNN positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was TMD Wealth Management, adding an estimated $3.21M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $1.69M.

  • 29 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q2 2024, up from 26 in Q1 2024.
  • Funds reported $55.6M of Strategic Trust Running Oak Efficient Growth ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 6 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q2 2024 was TMD Wealth Management, an estimated $3.21M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2024.