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Strive US Semiconductor ETF

22 hedge funds and large institutions have $6.21M invested in Strive US Semiconductor ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

40% more capital invested

Capital invested by funds: $4.45M → $6.21M (+$1.76M)

22% more funds holding

Funds holding: 1822 (+4)

0.01% more ownership

Funds ownership: 10.06%10.07% (+0.01%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1
Visionary Wealth Advisors
Illinois
$2.55M +$85.6K +2,043 +4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.24M +$94.4K +2,253 +9%
DFG
3
Demars Financial Group
Washington
$543K +$510K +12,165 New
LPL Financial
4
LPL Financial
California
$492K +$462K +11,025 New
BCM
5
Brookstone Capital Management
Illinois
$304K -$16.3K -390 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$251K +$4.57K +109 +2%
DOA
7
D'Orazio & Associates
Virginia
$241K
Citadel Advisors
8
Citadel Advisors
Florida
$217K +$204K +4,868 New
Osaic Holdings
9
Osaic Holdings
Arizona
$82.2K +$13.2K +315 +21%
PA
10
Parallel Advisors
California
$75.9K
SPIA
11
Steward Partners Investment Advisory
New York
$73K
IGWM
12
ICA Group Wealth Management
Colorado
$44.7K +$6.33K +151 +18%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$44K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13K -$5.32K -127 -31%
IA
15
IFP Advisors
Florida
$9.07K +$1.09K +26 +15%
FF
16
Friedenthal Financial
New Jersey
$8.3K
UBS Group
17
UBS Group
Switzerland
$5.63K +$2.89K +69 +121%
CA
18
CoreCap Advisors
Michigan
$4.6K +$4.32K +103 New
HI
19
Harbour Investments
Wisconsin
$4.47K
AF
20
Allworth Financial
California
$4.07K
FFA
21
Farther Finance Advisors
California
$361
Morgan Stanley
22
Morgan Stanley
New York
$74 +$42 +1 New
CAN
23
Cetera Advisor Networks
California
-$250K -6,343 Closed

SHOC Hedge Fund Activity: Q1 2024 in Review

22 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Strive US Semiconductor ETF (SHOC) for Q1 2024, worth a combined $6.21M — up 40% from $4.45M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SHOC positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Demars Financial Group, opening a new position worth an estimated $510K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $250K sold.

  • 22 institutional investors held Strive US Semiconductor ETF (SHOC) as of Q1 2024, up from 18 in Q4 2023.
  • Funds reported $6.21M of Strive US Semiconductor ETF stock for Q1 2024, up 40% quarter-over-quarter.
  • 5 funds opened new Strive US Semiconductor ETF positions in Q1 2024 and 1 closed out, a net change of +4 holders.
  • The largest Strive US Semiconductor ETF buyer in Q1 2024 was Demars Financial Group, an estimated $510K added.
  • The largest Strive US Semiconductor ETF seller in Q1 2024 was Cetera Advisor Networks, an estimated $250K sold.

Based on aggregated 13F filings for Q1 2024.