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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.

New
Increased
Maintained
Reduced
Closed
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 %
CSWM
76
Cassady Schiller Wealth Management
Ohio
$48.4K
JFA
77
JNBA Financial Advisors
Minnesota
$45K +$1.85K +53 +4%
ME
78
McIlrath & Eck
Washington
$44.6K -$12.3K -351 -22%
BCWM
79
Bartlett & Co Wealth Management
Ohio
$33.4K
NS
80
NBC Securities
Alabama
$28K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$17.5K +$17.5K +501 New
CA
82
Clearstead Advisors
Ohio
$16.1K
PFA
83
Pathway Financial Advisers
Indiana
$15.4K +$35 +1 +0.2%
FNWA
84
Financial Network Wealth Advisors
Utah
$14.1K +$14.1K +403 New
CIAS
85
Capital Investment Advisory Services
North Carolina
$14K +$14K +400 New
IA
86
IFP Advisors
Florida
$12.8K
CA
87
CoreCap Advisors
Michigan
$12.3K -$105 -3 -0.8%
GRP
88
Global Retirement Partners
California
$8.64K
ATPW
89
Ashton Thomas Private Wealth
Arizona
$6.75K +$6.75K +193 New
AAG
90
Armstrong Advisory Group
Massachusetts
$5.47K
AWM
91
Abound Wealth Management
Tennessee
$4.7K +$4.7K +134 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$3.5K -$420K -12,000 -99%
Simplex Trading
93
Simplex Trading
Illinois
$3K +$3K +99 New
APC
94
Aspire Private Capital
North Carolina
$2.81K +$2.81K +80 New
AAP
95
Arax Advisory Partners
Colorado
$2.2K
RIA
96
Realta Investment Advisors
Delaware
-$147K -4,380 Closed
PFBT
97
Parkside Financial Bank & Trust
Missouri
-$18.5K -550 Closed
FFA
98
Farther Finance Advisors
California
-$302 -9 Closed