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Strive US Semiconductor ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3435 (+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%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1
Demars Financial Group
Washington
$13.9M -$2.55M -56,396 -9%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.5M -$41.8K -924 -2%
LPL Financial
3
LPL Financial
California
$966K +$78.5K +1,735 +8%
VWA
4
Visionary Wealth Advisors
Illinois
$657K -$1.21M -26,727 -62%
BCM
5
Brookstone Capital Management
Illinois
$582K +$213K +4,702 +47%
GS
6
GWN Securities
Florida
$576K +$657K +14,507 New
HP
7
Holistic Planning
Texas
$549K +$112K +2,480 +22%
HighTower Advisors
8
HighTower Advisors
Illinois
$499K +$249K +5,500 +78%
GEM
9
Global Endowment Management
North Carolina
$397K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$355K +$404K +8,933 New
BCI
11
Brinker Capital Investments
Pennsylvania
$338K -$65.1K -1,439 -14%
OPS
12
Orion Portfolio Solutions
Nebraska
$338K -$65.1K -1,439 -14%
GS
13
GTS Securities
New York
$270K +$308K +6,806 New
Osaic Holdings
14
Osaic Holdings
Arizona
$267K -$89.7K -1,982 -23%
DOA
15
D'Orazio & Associates
Virginia
$221K +$181 +4 +0.1%
HI
16
Harbour Investments
Wisconsin
$146K +$162K +3,581 +3,581%
SWM
17
Spire Wealth Management
Virginia
$143K
PA
18
Parallel Advisors
California
$88.9K +$1.76K +39 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$41K
Jones Financial Companies
20
Jones Financial Companies
Missouri
$39.3K
AWM
21
AE Wealth Management
Kansas
$36.6K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$25K +$407 +9 +1%
AF
23
Allworth Financial
California
$16.7K +$45 +1 +0.2%
FF
24
Friedenthal Financial
New Jersey
$16.4K +$5.25K +116 +39%
GWM
25
Geneos Wealth Management
Colorado
$15.9K +$9.05K +200 +100%

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.