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Strive 500 ETF

83 hedge funds and large institutions have $150M invested in Strive 500 ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
35
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
1
OxenFree Capital
Florida
$21.3M 632,491 +41,340 +7%
RJA
2
Raymond James & Associates
Florida
$14.5M 431,707 -35,002 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.1M 358,692 +73,127 +26%
WCM
4
Weaver Capital Management
Georgia
$9.89M 293,876 +293,876 New
UBS Group
5
UBS Group
Switzerland
$9.84M 292,214 +48,563 +20%
Truist Financial
6
Truist Financial
North Carolina
$8.87M 263,420 +16,890 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.05M 179,645 +28,367 +19%
SRA
8
Secured Retirement Advisors
Minnesota
$4.44M 131,887 +527 +0.4%
UAG
9
United Advisor Group
Ohio
$3.74M 110,990 +110,990 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$3.3M 98,043 -1,173 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.25M 96,427 +259 +0.3%
VWA
12
Visionary Wealth Advisors
Illinois
$3.17M 94,273 +14,815 +19%
EFS
13
Essex Financial Services
Connecticut
$3.14M 93,430 +39,169 +72%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.11M 92,386 +62,522 +209%
Creative Planning
15
Creative Planning
Kansas
$2.58M 76,647 -12,238 -14%
SCM
16
Sage Capital Management
New Jersey
$2.57M 76,396 +32,037 +72%
Bank of America
17
Bank of America
North Carolina
$2.5M 74,418 +3,449 +5%
LPL Financial
18
LPL Financial
California
$2.44M 72,455 +51,135 +240%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.31M 68,687 +12,826 +23%
HP
20
Holistic Planning
Texas
$2.03M 60,209 -17,452 -22%
Stifel Financial
21
Stifel Financial
Missouri
$2M 59,457 -1,627 -3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.93M 57,412 +27,134 +90%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.8M 53,439 +2,213 +4%
FMN
24
Financial Management Network
California
$1.65M 49,830 +6,856 +16%
KAS
25
Kestra Advisory Services
Texas
$1.64M 48,855 +16,786 +52%