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Strategic Trust Running Oak Efficient Growth ETF

42 hedge funds and large institutions have $127M invested in Strategic Trust Running Oak Efficient Growth ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

59% more capital invested

Capital invested by funds: $79.9M → $127M (+$47.5M)

20% more funds holding

Funds holding: 3542 (+7)

9.3% more ownership

Funds ownership: 39.25%48.55% (+9.3%)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.6M +$7.77M +228,054 +39%
MA
2
Mutual Advisors
Nebraska
$14.4M +$2.01M +58,950 +16%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$12.1M +$12K +351 +0.1%
TWM
4
Tradition Wealth Management
Minnesota
$10.9M +$9.91M +291,000 +696%
KAS
5
Kestra Advisory Services
Texas
$7.29M +$106K +3,124 +1%
GM
6
GeoWealth Management
Illinois
$7.27M +$7.56M +221,955 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.4M +$3.95M +116,056 +635%
TW
8
Transform Wealth
Colorado
$4.27M +$2.32M +68,195 +110%
TBC
9
Ted Buchan & Co
California
$3.92M +$101K +2,977 +3%
CFA
10
Cahill Financial Advisors
Minnesota
$3.49M +$403K +11,824 +12%
FFP
11
Freedom Financial Partners
Minnesota
$3.35M +$3.48M +102,187 New
CMAI
12
Capital Management Associates Inc
Minnesota
$3.31M +$410K +12,048 +14%
AI
13
Atria Investments
North Carolina
$2.79M +$2.9M +85,275 New
MW
14
MBL Wealth
North Carolina
$2.76M +$890K +26,129 +45%
Mariner
15
Mariner
Kansas
$2.74M +$2.85M +83,584 New
BWM
16
BlackDiamond Wealth Management
New York
$2.28M -$13.7K -401 -0.6%
FW
17
FullCircle Wealth
Texas
$2.21M +$764K +22,433 +52%
LPL Financial
18
LPL Financial
California
$2.13M +$1.02M +30,058 +86%
JCM
19
J2 Capital Management
Michigan
$1.92M +$2M +58,615 New
GVAG
20
Great Valley Advisor Group
Delaware
$1.63M +$565K +16,606 +50%
OMC
21
Old Mission Capital
Illinois
$838K +$473K +13,901 +119%
RIA
22
Regal Investment Advisors
Michigan
$832K +$865K +25,393 New
UBS Group
23
UBS Group
Switzerland
$775K +$805K +23,640 New
MML Investors Services
24
MML Investors Services
Massachusetts
$615K +$280K +8,211 +78%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$439K +$456K +13,389 New

RUNN Hedge Fund Activity: Q4 2024 in Review

42 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) for Q4 2024, worth a combined $127M — up 59% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RUNN positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was Tradition Wealth Management, adding an estimated $9.91M. The largest seller was Citadel Advisors, exiting entirely with an estimated $936K sold.

  • 42 institutional investors held Strategic Trust Running Oak Efficient Growth ETF (RUNN) as of Q4 2024, up from 35 in Q3 2024.
  • Funds reported $127M of Strategic Trust Running Oak Efficient Growth ETF stock for Q4 2024, up 59% quarter-over-quarter.
  • 12 funds opened new Strategic Trust Running Oak Efficient Growth ETF positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest Strategic Trust Running Oak Efficient Growth ETF buyer in Q4 2024 was Tradition Wealth Management, an estimated $9.91M added.
  • The largest Strategic Trust Running Oak Efficient Growth ETF seller in Q4 2024 was Citadel Advisors, an estimated $936K sold.

Based on aggregated 13F filings for Q4 2024.