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Strive US Semiconductor ETF
SHOC

15 hedge funds and large institutions have $2.56M invested in Strive US Semiconductor ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

153% more capital invested

Capital invested by funds: $1.01M → $2.56M (+$1.55M)

25% more funds holding

Funds holding: 12 → 15 (+3)

3.48% more ownership

Funds ownership: 4.45% → 7.93% (+3.5%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VWA
Visionary Wealth Advisors
Illinois
+$425K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$327K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$111K
4
WAM
Worth Asset Management
Texas
+$85.3K
5
SPIA
Steward Partners Investment Advisory
New York
+$36.7K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$17.8K
2
CFGS
Concourse Financial Group Securities
Alabama
-$11.9K
3
CAN
Cetera Advisor Networks
California
-$8.52K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1
Visionary Wealth Advisors
Illinois
$880K +$425K +13,722 +118%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$632K +$327K +10,566 +138%
CAN
3
Cetera Advisor Networks
California
$308K -$8.52K -275 -3%
GS
4
GTS Securities
New York
$303K +$270K +8,723 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$124K +$111K +3,583 New
WAM
6
Worth Asset Management
Texas
$95.6K +$85.3K +2,755 New
Osaic Holdings
7
Osaic Holdings
Arizona
$70.8K +$9.14K +295 +17%
SPIA
8
Steward Partners Investment Advisory
New York
$42.2K +$36.7K +1,185 +3,823%
PA
9
Parallel Advisors
California
$34.7K +$31K +1,000 New
IGWM
10
ICA Group Wealth Management
Colorado
$29.5K +$6.97K +225 +36%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
IA
12
IFP Advisors
Florida
$6.14K – – –
HS
13
Horan Securities
United States
$3.47K – – –
UBS Group
14
UBS Group
Switzerland
$2.67K -$17.8K -574 -88%
AF
15
Allworth Financial
California
$2.19K +$991 +32 +103%
CFGS
16
Concourse Financial Group Securities
Alabama
– -$11.9K -385 Closed

SHOC Hedge Fund Activity: Q2 2023 in Review

15 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Strive US Semiconductor ETF (SHOC) for Q2 2023, worth a combined $2.56M — up 153% from $1.01M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SHOC positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Visionary Wealth Advisors, adding an estimated $425K. The largest seller was UBS Group, cutting an estimated $17.8K.

  • 15 institutional investors held Strive US Semiconductor ETF (SHOC) as of Q2 2023, up from 12 in Q1 2023.
  • Funds reported $2.56M of Strive US Semiconductor ETF stock for Q2 2023, up 153% quarter-over-quarter.
  • 4 funds opened new Strive US Semiconductor ETF positions in Q2 2023 and 1 closed out, a net change of +3 holders.
  • The largest Strive US Semiconductor ETF buyer in Q2 2023 was Visionary Wealth Advisors, an estimated $425K added.
  • The largest Strive US Semiconductor ETF seller in Q2 2023 was UBS Group, an estimated $17.8K sold.

Based on aggregated 13F filings for Q2 2023.