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Strive 1000 Dividend Growth ETF

26 hedge funds and large institutions have $19.6M invested in Strive 1000 Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

18% more funds holding

Funds holding: 2226 (+4)

6% more capital invested

Capital invested by funds: $18.4M → $19.6M (+$1.15M)

1.22% more ownership

Funds ownership: 38.93%40.16% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$8.84M +$542K +16,166 +6%
WIA
2
World Investment Advisors
California
$4.35M +$10.5K +314 +0.2%
HP
3
Holistic Planning
Texas
$1.05M +$23.6K +706 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.02M +$48.3K +1,442 +5%
GS
5
GTS Securities
New York
$887K -$246K -7,332 -21%
SG
6
StoneX Group
New York
$803K +$823K +24,569 New
AIM
7
Advyzon Investment Management
Illinois
$430K +$441K +13,175 New
KAS
8
Kestra Advisory Services
Texas
$347K +$55.8K +1,665 +19%
VVP
9
Venture Visionary Partners
Ohio
$286K -$3.85K -115 -1%
PP
10
PDS Planning
Ohio
$284K -$3.69K -110 -1%
HI
11
Harbour Investments
Wisconsin
$272K +$75.4K +2,251 +37%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$243K
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$211K -$25.1K -750 -10%
Osaic Holdings
14
Osaic Holdings
Arizona
$150K +$27.2K +813 +22%
PA
15
Parallel Advisors
California
$131K
WCM
16
WealthTrak Capital Management
Virginia
$60.9K +$62.5K +1,865 New
ACA
17
Aptus Capital Advisors
Alabama
$44.3K +$17.6K +526 +63%
GWANC
18
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.3K +$17.6K +526 +63%
JFA
19
JNBA Financial Advisors
Minnesota
$26K
CTA
20
Colonial Trust Advisors
South Carolina
$24.2K
UBS Group
21
UBS Group
Switzerland
$19.2K -$91.5K -2,733 -82%
AF
22
Allworth Financial
California
$12.2K
GWM
23
Geneos Wealth Management
Colorado
$9.8K +$10K +300 New
PCWA
24
Pacific Capital Wealth Advisors
California
$3.53K
FF
25
Friedenthal Financial
New Jersey
$2.43K

STXD Hedge Fund Activity: Q4 2024 in Review

26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Dividend Growth ETF (STXD) for Q4 2024, worth a combined $19.6M — up 6.2% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new STXD positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was StoneX Group, opening a new position worth an estimated $823K. The largest seller was GTS Securities, cutting an estimated $246K.

  • 26 institutional investors held Strive 1000 Dividend Growth ETF (STXD) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $19.6M of Strive 1000 Dividend Growth ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 4 funds opened new Strive 1000 Dividend Growth ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
  • The largest Strive 1000 Dividend Growth ETF buyer in Q4 2024 was StoneX Group, an estimated $823K added.
  • The largest Strive 1000 Dividend Growth ETF seller in Q4 2024 was GTS Securities, an estimated $246K sold.

Based on aggregated 13F filings for Q4 2024.