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Strive 500 ETF

95 hedge funds and large institutions have $176M invested in Strive 500 ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
45
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.88M +$8.6K +246 +0.5%
KAS
27
Kestra Advisory Services
Texas
$1.74M +$27.7K +791 +2%
WP
28
WealthPLAN Partners
Nebraska
$1.37M +$493K +14,097 +56%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.26M +$13.2K +377 +1%
EFG
30
Everhart Financial Group
Ohio
$1.07M +$385K +11,004 +56%
PCMU
31
Paragon Capital Management (Utah)
Utah
$1.02M -$41.5K -1,187 -4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$977K +$314K +8,990 +47%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$975K -$22.3K -638 -2%
BAM
34
Belpointe Asset Management
Nevada
$912K +$74.1K +2,119 +9%
MML Investors Services
35
MML Investors Services
Massachusetts
$886K +$73.9K +2,114 +9%
SCA
36
Snowden Capital Advisors
New York
$878K -$118K -3,373 -12%
CPIG
37
Chicago Partners Investment Group
Illinois
$858K +$308K +8,871 +56%
ITIM
38
Indiana Trust & Investment Management
Indiana
$804K
FG
39
Fairman Group
Pennsylvania
$773K +$2.27K +65 +0.3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$760K +$306K +8,754 +67%
WCAMG
41
Woodard & Company Asset Management Group
North Carolina
$708K +$26.5K +758 +4%
P
42
&Partners
Tennessee
$561K +$561K +16,031 New
GC
43
Gibson Capital
Pennsylvania
$546K
FFWM
44
Future Financial Wealth Management
Ohio
$524K +$6.82K +195 +1%
POIA
45
Pin Oak Investment Advisors
Texas
$487K +$192K +5,485 +65%
TC
46
Trilogy Capital
California
$447K +$447K +12,784 New
PP
47
PDS Planning
Ohio
$435K +$95.2K +2,722 +28%
GS
48
GTS Securities
New York
$434K -$168K -4,805 -28%
CFA
49
Capstone Financial Advisors
Illinois
$393K +$164K +4,700 +72%
1W
50
1776 Wealth
Georgia
$380K