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Strive 1000 Dividend Growth ETF

17 hedge funds and large institutions have $12.5M invested in Strive 1000 Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

164% more capital invested

Capital invested by funds: $4.73M → $12.5M (+$7.77M)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

31% more funds holding

Funds holding: 1317 (+4)

21.36% more ownership

Funds ownership: 17.95%39.31% (+21%)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
3
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$6.33M +$5.98M +219,148 New
WIA
2
World Investment Advisors
California
$3.17M +$502K +18,400 +20%
HP
3
Holistic Planning
Texas
$902K +$851K +31,207 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$624K -$6.38K -234 -1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$327K
VVP
6
Venture Visionary Partners
Ohio
$256K
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$215K +$203K +7,446 New
KAS
8
Kestra Advisory Services
Texas
$211K +$199K +7,298 New
HI
9
Harbour Investments
Wisconsin
$162K +$65.4K +2,398 +75%
Osaic Holdings
10
Osaic Holdings
Arizona
$126K +$29.9K +1,096 +34%
PA
11
Parallel Advisors
California
$116K
CTA
12
Colonial Trust Advisors
South Carolina
$19.9K
JFA
13
JNBA Financial Advisors
Minnesota
$15.5K
AF
14
Allworth Financial
California
$10.5K
ASN
15
Advisory Services Network
Georgia
$4.33K +$4.09K +150 New
PCWA
16
Pacific Capital Wealth Advisors
California
$3.12K +$2.94K +108 New
US Bancorp
17
US Bancorp
Minnesota
$2.89K +$2.73K +100 New
Citadel Advisors
18
Citadel Advisors
Florida
-$781K -29,662 Closed
IA
19
IFP Advisors
Florida
-$118K -4,476 Closed
Bank of America
20
Bank of America
North Carolina
-$1.19K -45 Closed

STXD Hedge Fund Activity: Q4 2023 in Review

17 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Dividend Growth ETF (STXD) for Q4 2023, worth a combined $12.5M — up 164% from $4.73M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new STXD positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $502K. The largest seller was Citadel Advisors, exiting entirely with an estimated $781K sold.

  • 17 institutional investors held Strive 1000 Dividend Growth ETF (STXD) as of Q4 2023, up from 13 in Q3 2023.
  • Funds reported $12.5M of Strive 1000 Dividend Growth ETF stock for Q4 2023, up 164% quarter-over-quarter.
  • 7 funds opened new Strive 1000 Dividend Growth ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest Strive 1000 Dividend Growth ETF buyer in Q4 2023 was World Investment Advisors, an estimated $502K added.
  • The largest Strive 1000 Dividend Growth ETF seller in Q4 2023 was Citadel Advisors, an estimated $781K sold.

Based on aggregated 13F filings for Q4 2023.