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Strive 500 ETF
STRV

Overview Fund Activity

41 hedge funds and large institutions have $30.8M invested in Strive 500 ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$3.35M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.43M
3
RJA
3
Raymond James & Associates
Florida
$2.83M
4
UBS Group
4
UBS Group
Switzerland
$1.08M
5
Citadel Advisors
5
Citadel Advisors
Florida
$897K

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$1.87M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.1M
3
NA
3
NewEdge Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.1M 271,870 -6,809 -2%
AWM
2
AE Wealth Management
Kansas
$3.35M 128,202 +93,707 +272%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.2M 122,487 +25,136 +26%
RJA
4
Raymond James & Associates
Florida
$2.83M 108,512 +46,664 +75%
Creative Planning
5
Creative Planning
Kansas
$1.87M 71,504 -39,072 -35%
IA
6
IFP Advisors
Florida
$1.45M 58,244 +4,132 +8%
Stifel Financial
7
Stifel Financial
Missouri
$1.43M 54,883 +54,883 New
UBS Group
8
UBS Group
Switzerland
$1.08M 41,536 +41,217 +12,921%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.06M 40,535 +4,953 +14%
CAN
10
Cetera Advisor Networks
California
$901K 34,510 +370 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$897K 34,355 +34,355 New
PCMU
12
Paragon Capital Management (Utah)
Utah
$826K 31,623 +880 +3%
VWA
13
Visionary Wealth Advisors
Illinois
$810K 31,006 +20,806 +204%
SCA
14
Snowden Capital Advisors
New York
$744K 28,482 – –
Northern Trust
15
Northern Trust
Illinois
$627K 24,000 +24,000 New
FMN
16
Financial Management Network
California
$523K 20,092 +7,432 +59%
Osaic Holdings
17
Osaic Holdings
Arizona
$322K 12,349 +2,454 +25%
WP
18
WealthPLAN Partners
Nebraska
$318K 12,185 +12,185 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$313K 12,000 +7,900 +193%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$272K 10,413 – –
C1AG
21
Client 1st Advisory Group
Florida
$251K 9,622 – –
SPIA
22
Steward Partners Investment Advisory
New York
$117K 4,500 +500 +13%
Bessemer Group
23
Bessemer Group
New Jersey
$108K 4,118 – –
S
24
SignatureFD
Georgia
$104K 4,002 +4,002 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$58K 2,222 +57 +3%
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