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Strive 1000 Dividend Growth ETF
STXD

22 hedge funds and large institutions have $18.4M invested in Strive 1000 Dividend Growth ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

10% more funds holding

Funds holding: 20 → 22 (+2)

9% more capital invested

Capital invested by funds: $16.8M → $18.4M (+$1.57M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.71% less ownership

Funds ownership: 40.64% → 38.93% (-1.7%)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
8
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OC
OxenFree Capital
Florida
+$445K
2
UBS Group
UBS Group
Switzerland
+$106K
3
HP
Holistic Planning
Texas
+$84.5K
4
Osaic Holdings
Osaic Holdings
Arizona
+$75.7K
5
PP
PDS Planning
Ohio
+$36K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$303K
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$135K
3
WIA
World Investment Advisors
California
-$75.8K
4
KAS
Kestra Advisory Services
Texas
-$4.23K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1
OxenFree Capital
Florida
$8.58M +$445K +13,684 +6%
WIA
2
World Investment Advisors
California
$4.49M -$75.8K -2,330 -2%
GS
3
GTS Securities
New York
$1.16M +$18.1K +557 +2%
HP
4
Holistic Planning
Texas
$1.07M +$84.5K +2,595 +9%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1M -$303K -9,313 -24%
KAS
6
Kestra Advisory Services
Texas
$302K -$4.23K -130 -1%
VVP
7
Venture Visionary Partners
Ohio
$299K – – –
PP
8
PDS Planning
Ohio
$297K +$36K +1,106 +14%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$251K – – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$243K -$135K -4,133 -36%
HI
11
Harbour Investments
Wisconsin
$205K +$2.77K +85 +1%
PA
12
Parallel Advisors
California
$135K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$127K +$75.7K +2,326 +161%
UBS Group
14
UBS Group
Switzerland
$112K +$106K +3,264 +5,726%
ACA
15
Aptus Capital Advisors
Alabama
$28K – – –
GWANC
16
Guardian Wealth Advisors (North Carolina)
North Carolina
$28K +$27K +829 New
JFA
17
JNBA Financial Advisors
Minnesota
$26.9K – – –
CTA
18
Colonial Trust Advisors
South Carolina
$25K – – –
AF
19
Allworth Financial
California
$12.3K – – –
PCWA
20
Pacific Capital Wealth Advisors
California
$3.65K – – –
FF
21
Friedenthal Financial
New Jersey
$2.51K +$2.41K +74 New
Morgan Stanley
22
Morgan Stanley
New York
$93 +$33 +1 +100%

STXD Hedge Fund Activity: Q3 2024 in Review

22 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Dividend Growth ETF (STXD) for Q3 2024, worth a combined $18.4M — up 9.3% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new STXD positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was OxenFree Capital, adding an estimated $445K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $303K.

  • 22 institutional investors held Strive 1000 Dividend Growth ETF (STXD) as of Q3 2024, up from 20 in Q2 2024.
  • Funds reported $18.4M of Strive 1000 Dividend Growth ETF stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 2 funds opened new Strive 1000 Dividend Growth ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest Strive 1000 Dividend Growth ETF buyer in Q3 2024 was OxenFree Capital, an estimated $445K added.
  • The largest Strive 1000 Dividend Growth ETF seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $303K sold.

Based on aggregated 13F filings for Q3 2024.