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Strive 500 ETF

95 hedge funds and large institutions have $176M invested in Strive 500 ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
45
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
1
OxenFree Capital
Florida
$22.8M 652,201 +19,710 +3%
RJA
2
Raymond James & Associates
Florida
$15.4M 440,687 +8,980 +2%
UBS Group
3
UBS Group
Switzerland
$12.5M 356,463 +64,249 +22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.2M 348,182 -10,510 -3%
Truist Financial
5
Truist Financial
North Carolina
$11.6M 332,868 +69,448 +26%
WCM
6
Weaver Capital Management
Georgia
$10.3M 293,677 -199 -0.1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.8M 194,491 +14,846 +8%
UAG
8
United Advisor Group
Ohio
$5.78M 165,344 +54,354 +49%
SRA
9
Secured Retirement Advisors
Minnesota
$4.53M 129,480 -2,407 -2%
EFS
10
Essex Financial Services
Connecticut
$4.22M 123,769 +30,339 +32%
Bank of America
11
Bank of America
North Carolina
$4.18M 119,453 +45,035 +61%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$3.66M 104,700 +103,124 +6,543%
VWA
13
Visionary Wealth Advisors
Illinois
$3.48M 99,376 +5,103 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.42M 97,768 +29,081 +42%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.38M 96,743 -1,300 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.31M 94,657 -1,770 -2%
LPL Financial
17
LPL Financial
California
$3.25M 92,897 +20,442 +28%
SCM
18
Sage Capital Management
New Jersey
$3.05M 87,144 +10,748 +14%
Creative Planning
19
Creative Planning
Kansas
$3M 85,874 +9,227 +12%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.57M 73,426 -18,960 -21%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.12M 60,598 +3,186 +6%
Stifel Financial
22
Stifel Financial
Missouri
$2.09M 59,899 +442 +0.7%
HP
23
Holistic Planning
Texas
$2.03M 60,209
FMN
24
Financial Management Network
California
$2.01M 56,480 +6,650 +13%
SAM
25
S.A. Mason
Michigan
$1.88M 53,840 +10,475 +24%