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Strive 500 ETF

114 hedge funds and large institutions have $254M invested in Strive 500 ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
53
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFWM
51
Future Financial Wealth Management
Ohio
$796K +$139K +3,859 +21%
BW
52
Balance Wealth
Ohio
$749K +$749K +20,773 New
CPIG
53
Chicago Partners Investment Group
Illinois
$720K -$51.8K -1,426 -7%
P
54
&Partners
Tennessee
$670K -$75.6K -2,113 -10%
PP
55
PDS Planning
Ohio
$664K +$1.59K +44 +0.2%
GWM
56
Geneos Wealth Management
Colorado
$648K +$450K +12,484 +227%
GC
57
Gibson Capital
Pennsylvania
$628K -$3.97K -110 -0.6%
WCAMG
58
Woodard & Company Asset Management Group
North Carolina
$623K -$308K -8,541 -33%
GFG
59
Grantvest Financial Group
New Jersey
$611K +$15.3K +424 +3%
CW
60
CreativeOne Wealth
Kansas
$556K +$222K +6,147 +66%
ASN
61
Advisory Services Network
Georgia
$540K +$71.5K +1,982 +15%
TC
62
Trilogy Capital
California
$440K -$20K -555 -4%
FB
63
Fulton Bank
Pennsylvania
$433K
PI
64
PFG Investments
New York
$425K -$4.26K -118 -1%
1W
65
1776 Wealth
Georgia
$392K
CFP
66
Curran Financial Partners
South Carolina
$382K +$191K +5,306 +100%
NA
67
NewEdge Advisors
Louisiana
$368K +$3.28K +91 +0.9%
TAM
68
TCP Asset Management
Ohio
$348K -$336K -9,310 -49%
C1AG
69
Client 1st Advisory Group
Florida
$347K
PA
70
Parallel Advisors
California
$335K
PCWA
71
Pacific Capital Wealth Advisors
California
$334K
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$333K
HI
73
Harbour Investments
Wisconsin
$323K +$165K +4,582 +105%
GB
74
Goepper Burkhardt
South Carolina
$311K +$34.5K +958 +13%
PAM
75
Pacific Asset Management
Washington
$299K +$721 +20 +0.2%