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Strive 500 ETF

96 hedge funds and large institutions have $192M invested in Strive 500 ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
47
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$1.82M +$377K +10,222 +26%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.62M -$617K -16,738 -28%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.47M +$145K +3,927 +11%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.39M +$365K +9,898 +35%
BAM
30
Belpointe Asset Management
Nevada
$1.23M +$271K +7,367 +28%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.19M +$385K +10,439 +48%
SHFP
32
Second Half Financial Partners
Florida
$1.12M +$1.12M +30,300 New
PCMU
33
Paragon Capital Management (Utah)
Utah
$1.07M +$258 +7 +0%
EFG
34
Everhart Financial Group
Ohio
$993K -$137K -3,720 -12%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$967K +$646K +17,610 +201%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$955K -$71.1K -1,931 -7%
MML Investors Services
37
MML Investors Services
Massachusetts
$932K -$1.14K -31 -0.1%
SCA
38
Snowden Capital Advisors
New York
$925K
CPIG
39
Chicago Partners Investment Group
Illinois
$899K -$17.8K -480 -2%
ITIM
40
Indiana Trust & Investment Management
Indiana
$847K
FG
41
Fairman Group
Pennsylvania
$816K +$2.36K +64 +0.3%
Stifel Financial
42
Stifel Financial
Missouri
$787K -$1.42M -38,533 -64%
WCAMG
43
Woodard & Company Asset Management Group
North Carolina
$742K -$3.39K -92 -0.5%
Betterment LLC
44
Betterment LLC
New York
$686K +$686K +18,634 New
P
45
&Partners
Tennessee
$667K +$76.4K +2,073 +13%
POIA
46
Pin Oak Investment Advisors
Texas
$646K +$133K +3,605 +26%
GC
47
Gibson Capital
Pennsylvania
$645K +$69.8K +1,895 +12%
FFWM
48
Future Financial Wealth Management
Ohio
$629K +$77.4K +2,102 +14%
TAM
49
TCP Asset Management
Ohio
$629K +$297K +8,065 +90%
PP
50
PDS Planning
Ohio
$628K +$169K +4,583 +37%