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Strive 500 ETF
STRV

Overview Fund Activity

78 hedge funds and large institutions have $115M invested in Strive 500 ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+29
Holders Change %
+59.18%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
23
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OC
1
OxenFree Capital
Florida
$18.1M
2
SRA
2
Secured Retirement Advisors
Minnesota
$4.02M
3
HP
3
Holistic Planning
Texas
$2.37M
4
RJA
4
Raymond James & Associates
Florida
$14.3M
5
EFS
5
Essex Financial Services
Connecticut
$1.66M

Top Sellers

1
IA
1
IFP Advisors
Florida
$6.11K
2
UBS Group
2
UBS Group
Switzerland
$7.45M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$599K
4
Stifel Financial
4
Stifel Financial
Missouri
$1.87M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OC
1
OxenFree Capital
Florida
$18.1M 591,151 +591,151 New
RJA
2
Raymond James & Associates
Florida
$14.3M 466,709 +63,660 +16%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.73M 285,565 -9,882 -3%
Truist Financial
4
Truist Financial
North Carolina
$7.54M 246,530 +40,586 +20%
UBS Group
5
UBS Group
Switzerland
$7.45M 243,651 -44,674 -15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.62M 151,278 +4,306 +3%
AWM
7
AE Wealth Management
Kansas
$4.2M 133,777 +3,465 +3%
SRA
8
Secured Retirement Advisors
Minnesota
$4.02M 131,360 +131,360 New
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$3.03M 99,216 +33,022 +50%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.94M 96,168 +34 +0%
Creative Planning
11
Creative Planning
Kansas
$2.72M 88,885 -994 -1%
VWA
12
Visionary Wealth Advisors
Illinois
$2.43M 79,458 +35,505 +81%
HP
13
Holistic Planning
Texas
$2.37M 77,661 +77,661 New
Bank of America
14
Bank of America
North Carolina
$2.17M 70,969 -5,532 -7%
Stifel Financial
15
Stifel Financial
Missouri
$1.87M 61,084 -24,564 -29%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.71M 55,861 +611 +1%
EFS
17
Essex Financial Services
Connecticut
$1.66M 54,261 +54,261 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.57M 51,226 +5,334 +12%
SCM
19
Sage Capital Management
New Jersey
$1.36M 44,359 +44,359 New
FMN
20
Financial Management Network
California
$1.29M 42,974 +8,785 +26%
SAM
21
S.A. Mason
Michigan
$1.23M 40,395 +255 +0.6%
CAN
22
Cetera Advisor Networks
California
$1.09M 35,665 -300 -0.8%
KAS
23
Kestra Advisory Services
Texas
$980K 32,069 +4,352 +16%
PCMU
24
Paragon Capital Management (Utah)
Utah
$967K 31,627 -243 -0.8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$926K 30,278 +30,278 New
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