Strive US Semiconductor ETF
SHOC
12 hedge funds and large institutions have $1.01M invested in Strive US Semiconductor ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
3% more capital invested
Capital invested by funds: $980K → $1.01M (+$29.2K)
2.67% less ownership
Funds ownership: 7.12% → 4.45% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$329K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$258K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$216K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$36.5K |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$16.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$910K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWA
1
Visionary Wealth Advisors
O'fallon,
Illinois
| $358K | +$329K | +11,648 | New |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $281K | +$258K | +9,153 | New |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $235K | +$216K | +7,652 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $53.5K | +$36.5K | +1,292 | +283% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $22K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $20K | -$10.9K | -386 | -37% |
|
|
IGWM
7
ICA Group Wealth Management
Denver,
Colorado
| $19.2K | +$16.9K | +600 | +2,400% |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $11.8K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $4.41K | +$3.95K | +140 | +378% |
|
|
HS
10
Horan Securities
Cincinnati,
United States
| $3.07K | – | – | – |
|
|
AF
11
Allworth Financial
Folsom,
California
| $952 | – | – | – |
|
|
SPIA
12
Steward Partners Investment Advisory
New York
| $952 | – | – | – |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$910K | -37,057 | Closed |
|
SHOC Hedge Fund Activity: Q1 2023 in Review
12 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Strive US Semiconductor ETF (SHOC) for Q1 2023, worth a combined $1.01M — up 3% from $980K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SHOC positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Visionary Wealth Advisors, opening a new position worth an estimated $329K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $910K sold.
- 12 institutional investors held Strive US Semiconductor ETF (SHOC) as of Q1 2023, up from 10 in Q4 2022.
- Funds reported $1.01M of Strive US Semiconductor ETF stock for Q1 2023, up 3% quarter-over-quarter.
- 3 funds opened new Strive US Semiconductor ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Strive US Semiconductor ETF buyer in Q1 2023 was Visionary Wealth Advisors, an estimated $329K added.
- The largest Strive US Semiconductor ETF seller in Q1 2023 was Susquehanna International Group, an estimated $910K sold.
Based on aggregated 13F filings for Q1 2023.