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Strive 500 ETF
STRV

Overview Fund Activity

41 hedge funds and large institutions have $30.8M invested in Strive 500 ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$3.35M
2
Stifel Financial
Stifel Financial
Missouri
$1.43M
3
RJA
Raymond James & Associates
Florida
$2.83M
4
UBS Group
UBS Group
Switzerland
$1.08M
5
Citadel Advisors
Citadel Advisors
Florida
$897K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$1.87M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.1M
3
NA
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
TimeScale Financial
Massachusetts
$55.5K +$55.5K +2,126 New
MA
27
MCF Advisors
Kentucky
$45.9K +$4.34K +166 +10%
ME
28
McIlrath & Eck
Washington
$40.1K +$5.2K +199 +15%
CFGS
29
Concourse Financial Group Securities
Alabama
$36.4K +$26.2K +1,000 +256%
AF
30
Allworth Financial
California
$30.9K +$209 +8 +0.7%
CSWM
31
Cassady Schiller Wealth Management
Ohio
$28.3K – – –
PFA
32
Pathway Financial Advisers
Indiana
$11.4K +$26 +1 +0.2%
AAS
33
Ameritas Advisory Services
Nebraska
$11K +$11K +421 New
JFA
34
JNBA Financial Advisors
Minnesota
$5.61K – – –
CA
35
Clearstead Advisors
Ohio
$5.2K +$5.2K +199 New
AA
36
AlphaMark Advisors
Kentucky
$5K +$5K +200 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.32K +$204 +7,812 +10%
AAG
38
Armstrong Advisory Group
Massachusetts
$2.17K – – –
Bank of America
39
Bank of America
North Carolina
$1.7K +$1.7K +65 New
AAP
40
Arax Advisory Partners
Colorado
$1.65K – – –
HI
41
Harbour Investments
Wisconsin
$604 +$79 +3 +15%
NA
42
NewEdge Advisors
Louisiana
– -$46.8K -1,931 Closed
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