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Strive 500 ETF

83 hedge funds and large institutions have $150M invested in Strive 500 ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
35
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
26
S.A. Mason
Michigan
$1.46M +$100K +2,970 +7%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.2M +$541K +16,081 +82%
PCMU
28
Paragon Capital Management (Utah)
Utah
$1.02M -$43K -1,277 -4%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$960K -$24.1K -715 -2%
SCA
30
Snowden Capital Advisors
New York
$959K
WP
31
WealthPLAN Partners
Nebraska
$843K +$171K +5,089 +26%
BAM
32
Belpointe Asset Management
Nevada
$806K +$41.7K +1,239 +5%
MML Investors Services
33
MML Investors Services
Massachusetts
$782K +$16K +476 +2%
ITIM
34
Indiana Trust & Investment Management
Indiana
$774K
FG
35
Fairman Group
Pennsylvania
$741K +$2.19K +65 +0.3%
EFG
36
Everhart Financial Group
Ohio
$662K -$1.75K -52 -0.3%
WCAMG
37
Woodard & Company Asset Management Group
North Carolina
$656K +$5.39K +160 +0.8%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$638K +$638K +18,943 New
GS
39
GTS Securities
New York
$579K -$160K -4,750 -22%
GC
40
Gibson Capital
Pennsylvania
$526K
CPIG
41
Chicago Partners Investment Group
Illinois
$514K +$140K +4,319 +38%
FFWM
42
Future Financial Wealth Management
Ohio
$497K -$56K -1,665 -10%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$437K +$158K +4,684 +56%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$407K
1W
45
1776 Wealth
Georgia
$365K
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$350K
NA
47
NewEdge Advisors
Louisiana
$342K +$740 +22 +0.2%
PP
48
PDS Planning
Ohio
$327K +$943 +28 +0.3%
C1AG
49
Client 1st Advisory Group
Florida
$324K
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$303K