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Strive 500 ETF
STRV

Overview Fund Activity

78 hedge funds and large institutions have $115M invested in Strive 500 ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+29
Holders Change %
+59.18%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
23
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$14.3M
2
EFS
2
Essex Financial Services
Connecticut
$1.66M
3
Truist Financial
3
Truist Financial
North Carolina
$7.54M
4
VWA
4
Visionary Wealth Advisors
Illinois
$2.43M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.03M

Top Sellers

1
IA
1
IFP Advisors
Florida
$6.11K
2
UBS Group
2
UBS Group
Switzerland
$7.45M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$599K
4
Stifel Financial
4
Stifel Financial
Missouri
$1.87M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$913K -$19.1K -625 -2%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$893K +$515K +16,863 +136%
SCA
28
Snowden Capital Advisors
New York
$871K – – –
ITIM
29
Indiana Trust & Investment Management
Indiana
$703K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$696K +$259K +8,465 +59%
BAM
31
Belpointe Asset Management
Nevada
$694K +$694K +22,708 New
FG
32
Fairman Group
Pennsylvania
$671K +$671K +21,962 New
GS
33
GTS Securities
New York
$671K +$671K +21,962 New
LPL Financial
34
LPL Financial
California
$652K +$652K +21,320 New
WP
35
WealthPLAN Partners
Nebraska
$610K +$141K +4,619 +30%
EFG
36
Everhart Financial Group
Ohio
$603K -$6.05K -198 -1%
Osaic Holdings
37
Osaic Holdings
Arizona
$599K -$831K -27,182 -58%
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$591K +$591K +19,323 New
FFWM
39
Future Financial Wealth Management
Ohio
$503K +$503K +16,443 New
GC
40
Gibson Capital
Pennsylvania
$478K +$478K +15,625 New
TIA
41
Traphagen Investment Advisors
New Jersey
$470K +$470K +15,390 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$370K – – –
CPIG
43
Chicago Partners Investment Group
Illinois
$359K +$359K +11,497 New
1W
44
1776 Wealth
Georgia
$332K +$332K +10,858 New
PA
45
Parallel Advisors
California
$332K +$332K +10,850 New
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$318K – – –
NA
47
NewEdge Advisors
Louisiana
$317K +$14.2K +456 +5%
PP
48
PDS Planning
Ohio
$297K -$27.9K -913 -9%
C1AG
49
Client 1st Advisory Group
Florida
$294K – – –
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$275K +$275K +9,008 New
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