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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.

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 %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$372K
NA
52
NewEdge Advisors
Louisiana
$356K +$699 +20 +0.2%
C1AG
53
Client 1st Advisory Group
Florida
$336K
PA
54
Parallel Advisors
California
$325K +$35K +1,000 +12%
TAM
55
TCP Asset Management
Ohio
$315K +$315K +9,000 New
SA
56
Sanctuary Advisors
Indiana
$309K +$309K +9,430 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$306K +$306K +8,747 New
BPA
58
Beacon Pointe Advisors
California
$275K
GB
59
Goepper Burkhardt
South Carolina
$263K +$49.1K +1,405 +23%
PCWA
60
Pacific Capital Wealth Advisors
California
$246K
PI
61
PFG Investments
New York
$244K +$244K +6,972 New
NEWAS
62
N.E.W. Advisory Services
Wisconsin
$236K -$78.5K -2,246 -25%
CWS
63
Cypress Wealth Services
California
$214K +$214K +6,107 New
AF
64
Allworth Financial
California
$208K +$70.9K +2,013 +52%
TIA
65
Traphagen Investment Advisors
New Jersey
$205K -$23K -657 -10%
SPIA
66
Steward Partners Investment Advisory
New York
$181K +$6.16K +176 +4%
CTA
67
Colonial Trust Advisors
South Carolina
$147K
MA
68
MCF Advisors
Kentucky
$144K +$9.76K +279 +7%
Bessemer Group
69
Bessemer Group
New Jersey
$144K
S
70
SignatureFD
Georgia
$140K
EWA
71
EverSource Wealth Advisors
Alabama
$109K
Morgan Stanley
72
Morgan Stanley
New York
$88.4K +$35 +1 +0%
FCA
73
FinTrust Capital Advisors
South Carolina
$79.5K +$8.95K +256 +13%
HI
74
Harbour Investments
Wisconsin
$74.4K +$11.4K +325 +18%
ACA
75
Aptus Capital Advisors
Alabama
$61K +$61K +1,745 New