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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 %
BPA
76
Beacon Pointe Advisors
California
$283K
HA
77
HFG Advisors
Ohio
$281K +$469 +13 +0.2%
CI
78
CPR Investments
Michigan
$266K -$500K -13,866 -65%
NEWAS
79
N.E.W. Advisory Services
Wisconsin
$247K
CWS
80
Cypress Wealth Services
California
$244K +$685 +19 +0.3%
LFA
81
Lauterbach Financial Advisors
Texas
$234K +$25.4K +705 +12%
NF
82
Nikulski Financial
Iowa
$216K +$216K +5,980 New
AF
83
Allworth Financial
California
$209K
SPIA
84
Steward Partners Investment Advisory
New York
$205K +$17.6K +489 +9%
HS
85
Horan Securities
United States
$204K +$613 +17 +0.3%
DC
86
Davenport & Co
Virginia
$202K +$1.98K +55 +1%
AWM
87
AE Wealth Management
Kansas
$156K +$4.62K +128 +3%
MA
88
MCF Advisors
Kentucky
$152K +$1.66K +46 +1%
CTA
89
Colonial Trust Advisors
South Carolina
$151K
Bessemer Group
90
Bessemer Group
New Jersey
$149K
S
91
SignatureFD
Georgia
$144K
Morgan Stanley
92
Morgan Stanley
New York
$125K -$938 -26 -0.7%
EWA
93
EverSource Wealth Advisors
Alabama
$112K
GWANC
94
Guardian Wealth Advisors (North Carolina)
North Carolina
$85.1K
ACA
95
Aptus Capital Advisors
Alabama
$85.1K
HR
96
Howe & Rusling
New York
$66.6K +$66.6K +1,846 New
SCA
97
Stuart Chaussee & Associates
California
$64.9K
AWM
98
Abound Wealth Management
Tennessee
$47.2K +$47.2K +1,309 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$41.3K +$13.6K +378 +49%
JFA
100
JNBA Financial Advisors
Minnesota
$36.4K -$17.3K -481 -32%