STRV icon

Strive 500 ETF

45 hedge funds and large institutions have $58.4M invested in Strive 500 ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$340K 12,000
KAS
27
Kestra Advisory Services
Texas
$337K 11,889 +11,889 New
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$295K 10,413
C1AG
29
Client 1st Advisory Group
Florida
$273K 9,622
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$160K 5,629 +3,407 +153%
SPIA
31
Steward Partners Investment Advisory
New York
$128K 4,500
Bessemer Group
32
Bessemer Group
New Jersey
$117K 4,118
S
33
SignatureFD
Georgia
$113K 4,002
MA
34
MCF Advisors
Kentucky
$109K 3,847 +2,091 +119%
AF
35
Allworth Financial
California
$76.8K 2,709 +1,525 +129%
TF
36
TimeScale Financial
Massachusetts
$60.3K 2,126
ME
37
McIlrath & Eck
Washington
$50K 1,763 +229 +15%
CSWM
38
Cassady Schiller Wealth Management
Ohio
$30.7K 1,084
AA
39
AlphaMark Advisors
Kentucky
$28K 1,000 +800 +400%
CA
40
Clearstead Advisors
Ohio
$13K 459 +260 +131%
JFA
41
JNBA Financial Advisors
Minnesota
$11.2K 395 +180 +84%
HI
42
Harbour Investments
Wisconsin
$10.2K 361 +338 +1,470%
AAG
43
Armstrong Advisory Group
Massachusetts
$4.37K 154 +71 +86%
Morgan Stanley
44
Morgan Stanley
New York
$2.83K 100 +100 New
AAP
45
Arax Advisory Partners
Colorado
$1.79K 63
SF
46
Safeguard Financial
Wisconsin
Northern Trust
47
Northern Trust
Illinois
-24,000 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
-1,390 Closed
AAS
49
Ameritas Advisory Services
Nebraska
-421 Closed