Strive US Semiconductor ETF
SHOC
35 hedge funds and large institutions have $22M invested in Strive US Semiconductor ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 34 → 35 (+1)
2% less capital invested
Capital invested by funds: $22.6M → $22M (-$524K)
3.91% less ownership
Funds ownership: 47.17% → 43.26% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$657K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$404K |
| 3 |
GS
GTS Securities
New York
|
+$308K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$249K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$2.55M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$1.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$383K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$212K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$89.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWM
26
IMG Wealth Management
Jacksonville,
Florida
| $12.8K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $12.6K | +$5.21K | +115 | +57% |
|
|
CIAS
28
Capital Investment Advisory Services
Raleigh,
North Carolina
| $9.13K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $3.69K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.34K | +$2.67K | +59 | New |
|
|
GWMI
31
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $1.47K | +$272 | +6 | +19% |
|
32
CIBC Private Wealth Group
Atlanta,
Georgia
| $850 | – | – | – |
|
|
SFGP
33
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $819 | – | – | – |
|
34
Morgan Stanley
New York
| $63 | -$45 | -1 | -50% |
|
35
Wells Fargo
San Francisco,
California
| $47 | – | – | – |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$383K | -8,347 | Closed |
|
|
KAS
37
Kestra Advisory Services
Austin,
Texas
| – | -$212K | -4,616 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$54.2K | -1,181 | Closed |
|
SHOC Hedge Fund Activity: Q1 2025 in Review
35 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Strive US Semiconductor ETF (SHOC) for Q1 2025, worth a combined $22M — down 2.3% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHOC positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.
The largest buyer was GWN Securities, opening a new position worth an estimated $657K. The largest seller was Demars Financial Group, cutting an estimated $2.55M.
- 35 institutional investors held Strive US Semiconductor ETF (SHOC) as of Q1 2025, up from 34 in Q4 2024.
- Funds reported $22M of Strive US Semiconductor ETF stock for Q1 2025, down 2.3% quarter-over-quarter.
- 4 funds opened new Strive US Semiconductor ETF positions in Q1 2025 and 3 closed out, a net change of +1 holder.
- The largest Strive US Semiconductor ETF buyer in Q1 2025 was GWN Securities, an estimated $657K added.
- The largest Strive US Semiconductor ETF seller in Q1 2025 was Demars Financial Group, an estimated $2.55M sold.
Based on aggregated 13F filings for Q1 2025.