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Strive 500 ETF
STRV

Overview Fund Activity

32 hedge funds and large institutions have $22.4M invested in Strive 500 ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+25
Holders Change %
+357.14%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.76M
2
Creative Planning
2
Creative Planning
Kansas
$2.69M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.36M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.96M
5
RJA
5
Raymond James & Associates
Florida
$1.5M

Top Sellers

1
HR
1
Howe & Rusling
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.76M 278,679 +277,437 +22,338%
Creative Planning
2
Creative Planning
Kansas
$2.69M 110,576 +110,576 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.36M 97,351 +97,351 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.96M 80,976 +80,976 New
RJA
5
Raymond James & Associates
Florida
$1.5M 61,848 +61,848 New
IA
6
IFP Advisors
Florida
$1.34M 54,112 +54,112 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$863K 35,582 +35,582 New
AWM
8
AE Wealth Management
Kansas
$837K 34,495 +34,495 New
CAN
9
Cetera Advisor Networks
California
$828K 34,140 +34,140 New
PCMU
10
Paragon Capital Management (Utah)
Utah
$746K 30,743 +30,743 New
SCA
11
Snowden Capital Advisors
New York
$691K 28,482 +28,482 New
FMN
12
Financial Management Network
California
$308K 12,660 +12,660 New
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$253K 10,413 – –
VWA
14
Visionary Wealth Advisors
Illinois
$247K 10,200 +10,200 New
Osaic Holdings
15
Osaic Holdings
Arizona
$241K 9,895 +9,895 New
C1AG
16
Client 1st Advisory Group
Florida
$233K 9,622 +9,622 New
Bessemer Group
17
Bessemer Group
New Jersey
$100K 4,118 +4,118 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$99.5K 4,100 +4,100 New
SPIA
19
Steward Partners Investment Advisory
New York
$97K 4,000 +2,400 +150%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$53K 2,165 +2,165 New
NA
21
NewEdge Advisors
Louisiana
$46.8K 1,931 +1,931 New
MA
22
MCF Advisors
Kentucky
$38.7K 1,590 +1,590 New
ME
23
McIlrath & Eck
Washington
$32.4K 1,335 +1,335 New
AF
24
Allworth Financial
California
$28.5K 1,176 +1,176 New
CSWM
25
Cassady Schiller Wealth Management
Ohio
$26.3K 1,084 +1,084 New
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