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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.

New
Increased
Maintained
Reduced
Closed
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 %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$253K +$253K +8,292 New
BPA
52
Beacon Pointe Advisors
California
$240K +$240K +7,858 New
Mariner
53
Mariner
Kansas
$235K +$235K +7,678 New
PCWA
54
Pacific Capital Wealth Advisors
California
$215K +$215K +7,027 New
HR
55
Hardy Reed
Mississippi
$214K +$214K +7,000 New
SPIA
56
Steward Partners Investment Advisory
New York
$153K +$3.09K +101 +2%
CTA
57
Colonial Trust Advisors
South Carolina
$128K +$128K +4,199 New
Bessemer Group
58
Bessemer Group
New Jersey
$126K – – –
S
59
SignatureFD
Georgia
$122K – – –
MA
60
MCF Advisors
Kentucky
$121K +$1.25K +41 +1%
AF
61
Allworth Financial
California
$119K +$40.1K +1,311 +51%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$64.2K +$64.2K +2,100 New
ME
63
McIlrath & Eck
Washington
$49.7K -$4.19K -137 -8%
HI
64
Harbour Investments
Wisconsin
$42.6K +$11.3K +370 +36%
CSWM
65
Cassady Schiller Wealth Management
Ohio
$42.3K +$9.17K +300 +28%
AA
66
AlphaMark Advisors
Kentucky
$31K – – –
TVAMP
67
Tennessee Valley Asset Management Partners
Tennessee
$23K +$23K +753 New
NS
68
NBC Securities
Alabama
$23K +$23K +771 New
PFBT
69
Parkside Financial Bank & Trust
Missouri
$16.8K +$16.8K +550 New
CA
70
Clearstead Advisors
Ohio
$14K -$14K -459 -50%
PFA
71
Pathway Financial Advisers
Indiana
$13.5K +$92 +3 +0.7%
JFA
72
JNBA Financial Advisors
Minnesota
$12.1K – – –
IA
73
IFP Advisors
Florida
$6.11K -$2.78M -90,972 -100%
AAG
74
Armstrong Advisory Group
Massachusetts
$4.76K +$61 +2 +1%
AAP
75
Arax Advisory Partners
Colorado
$1.93K – – –
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3
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