We are live on ! Find out more
SHOC icon

Strive US Semiconductor ETF

34 hedge funds and large institutions have $22.6M invested in Strive US Semiconductor ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more capital invested

Capital invested by funds: $9.46M → $22.6M (+$13.1M)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

35.42% more ownership

Funds ownership: 11.75%47.17% (+35%)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

26% more funds holding

Funds holding: 2734 (+7)

Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1
Demars Financial Group
Washington
$13.3M +$27.8M +595,896 +4,697%
VWA
2
Visionary Wealth Advisors
Illinois
$1.99M -$560K -12,012 -22%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.78M +$459K +9,854 +34%
LPL Financial
4
LPL Financial
California
$1.04M +$435K +9,336 +70%
HP
5
Holistic Planning
Texas
$521K +$529K +11,349 New
GEM
6
Global Endowment Management
North Carolina
$459K
BCI
7
Brinker Capital Investments
Pennsylvania
$457K +$464K +9,952 New
OPS
8
Orion Portfolio Solutions
Nebraska
$457K +$464K +9,952 New
BCM
9
Brookstone Capital Management
Illinois
$457K +$59.3K +1,272 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$400K +$17.6K +377 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$383K -$177K -3,791 -31%
HighTower Advisors
12
HighTower Advisors
Illinois
$325K +$330K +7,070 New
DOA
13
D'Orazio & Associates
Virginia
$256K +$373 +8 +0.1%
KAS
14
Kestra Advisory Services
Texas
$212K +$215K +4,616 New
SWM
15
Spire Wealth Management
Virginia
$165K +$168K +3,600 New
PA
16
Parallel Advisors
California
$101K
UBS Group
17
UBS Group
Switzerland
$54.2K +$55.1K +1,181 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$48K -$257K -5,505 -84%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$45.3K +$46K +986 New
AWM
20
AE Wealth Management
Kansas
$42.3K +$42.9K +921 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$29K -$2.94K -63 -9%
AF
22
Allworth Financial
California
$21.2K
IWM
23
IMG Wealth Management
Florida
$14.8K +$15K +322 New
FF
24
Friedenthal Financial
New Jersey
$13.7K
CIAS
25
Capital Investment Advisory Services
North Carolina
$10.6K

SHOC Hedge Fund Activity: Q4 2024 in Review

34 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Strive US Semiconductor ETF (SHOC) for Q4 2024, worth a combined $22.6M — up 139% from $9.46M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SHOC positions and 6 closed out — a net gain of 7 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $27.8M. The largest seller was GTS Securities, exiting entirely with an estimated $967K sold.

  • 34 institutional investors held Strive US Semiconductor ETF (SHOC) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $22.6M of Strive US Semiconductor ETF stock for Q4 2024, up 139% quarter-over-quarter.
  • 13 funds opened new Strive US Semiconductor ETF positions in Q4 2024 and 6 closed out, a net change of +7 holders.
  • The largest Strive US Semiconductor ETF buyer in Q4 2024 was Demars Financial Group, an estimated $27.8M added.
  • The largest Strive US Semiconductor ETF seller in Q4 2024 was GTS Securities, an estimated $967K sold.

Based on aggregated 13F filings for Q4 2024.