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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 %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$562K -$3M -81,485 -84%
TC
52
Trilogy Capital
California
$472K +$1.14K +31 +0.2%
FB
53
Fulton Bank
Pennsylvania
$442K +$442K +12,000 New
1W
54
1776 Wealth
Georgia
$400K
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$384K
NA
56
NewEdge Advisors
Louisiana
$372K -$2.95K -80 -0.8%
SA
57
Sanctuary Advisors
Indiana
$359K -$3.84K -100 -1%
C1AG
58
Client 1st Advisory Group
Florida
$354K
PA
59
Parallel Advisors
California
$343K
PCWA
60
Pacific Capital Wealth Advisors
California
$341K +$82.2K +2,231 +32%
CFA
61
Capstone Financial Advisors
Illinois
$322K -$92.1K -2,500 -22%
BPA
62
Beacon Pointe Advisors
California
$289K
GB
63
Goepper Burkhardt
South Carolina
$276K -$847 -23 -0.3%
PI
64
PFG Investments
New York
$256K -$737 -20 -0.3%
NEWAS
65
N.E.W. Advisory Services
Wisconsin
$253K +$3.54K +96 +1%
CWS
66
Cypress Wealth Services
California
$231K +$6.19K +168 +3%
AF
67
Allworth Financial
California
$218K +$589 +16 +0.3%
HS
68
Horan Securities
United States
$207K +$207K +5,614 New
SPIA
69
Steward Partners Investment Advisory
New York
$198K +$7.4K +201 +4%
CTA
70
Colonial Trust Advisors
South Carolina
$155K
MA
71
MCF Advisors
Kentucky
$152K +$442 +12 +0.3%
Bessemer Group
72
Bessemer Group
New Jersey
$152K
S
73
SignatureFD
Georgia
$147K
EWA
74
EverSource Wealth Advisors
Alabama
$114K
Morgan Stanley
75
Morgan Stanley
New York
$108K +$14.7K +400 +16%