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Strive 500 ETF

45 hedge funds and large institutions have $58.4M invested in Strive 500 ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$9.32M 328,745 +220,233 +203%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.04M 318,991 +47,121 +17%
Truist Financial
3
Truist Financial
North Carolina
$4.23M 149,393 +149,393 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.83M 135,315 +12,828 +10%
AWM
5
AE Wealth Management
Kansas
$3.76M 132,647 +4,445 +3%
UBS Group
6
UBS Group
Switzerland
$3.5M 123,339 +81,803 +197%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.4M 84,601 -4,187 -5%
Creative Planning
8
Creative Planning
Kansas
$2.02M 71,289 -215 -0.3%
IA
9
IFP Advisors
Florida
$2.02M 71,269 +13,025 +22%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.74M 61,412 +61,412 New
Stifel Financial
11
Stifel Financial
Missouri
$1.68M 59,190 +4,307 +8%
Bank of America
12
Bank of America
North Carolina
$1.59M 56,140 +56,075 +86,269%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.34M 47,376 +6,841 +17%
GS
14
GTS Securities
New York
$1.29M 45,501 +45,501 New
VWA
15
Visionary Wealth Advisors
Illinois
$1.14M 40,384 +9,378 +30%
CAN
16
Cetera Advisor Networks
California
$984K 34,732 +222 +0.6%
FMN
17
Financial Management Network
California
$952K 33,495 +13,403 +67%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$901K 31,805 +31,805 New
PCMU
19
Paragon Capital Management (Utah)
Utah
$892K 31,492 -131 -0.4%
Citadel Advisors
20
Citadel Advisors
Florida
$871K 30,747 -3,608 -11%
SCA
21
Snowden Capital Advisors
New York
$807K 28,482
EFG
22
Everhart Financial Group
Ohio
$693K 24,469 +24,469 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$474K 16,742 +16,742 New
Osaic Holdings
24
Osaic Holdings
Arizona
$421K 14,841 +2,492 +20%
WP
25
WealthPLAN Partners
Nebraska
$379K 13,358 +1,173 +10%