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Strive Emerging Markets ex-China ETF

25 hedge funds and large institutions have $53.5M invested in Strive Emerging Markets ex-China ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2525 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

16.79% less ownership

Funds ownership: 91.2%74.41% (-17%)

61% less capital invested

Capital invested by funds: $136M → $53.5M (-$82.9M)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
10
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$18.7M +$1.26M +49,059 +8%
CPIG
2
Chicago Partners Investment Group
Illinois
$12.2M +$1.56M +60,691 +16%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.38M -$53.8K -2,095 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.85M +$105K +4,109 +4%
OC
5
OxenFree Capital
Florida
$2.48M +$2.29M +89,140 New
Stifel Financial
6
Stifel Financial
Missouri
$1.96M -$24.1K -939 -1%
VWA
7
Visionary Wealth Advisors
Illinois
$1.87M +$1.05M +41,085 +158%
SRA
8
Secured Retirement Advisors
Minnesota
$1.86M +$1.72M +66,915 New
AWM
9
AE Wealth Management
Kansas
$1.85M +$113K +4,402 +7%
UBS Group
10
UBS Group
Switzerland
$1.15M -$231K -8,993 -18%
PA
11
Parallel Advisors
California
$1.04M +$536K +20,868 +127%
FMN
12
Financial Management Network
California
$748K +$307K +11,965 +78%
SWA
13
Stratos Wealth Advisors
Ohio
$629K -$8.85K -345 -2%
WP
14
WealthPLAN Partners
Nebraska
$614K +$15.5K +604 +3%
Jane Street
15
Jane Street
New York
$444K -$53.7M -2,092,340 -99%
Creative Planning
16
Creative Planning
Kansas
$394K
CAN
17
Cetera Advisor Networks
California
$357K +$37.3K +1,455 +13%
PP
18
PDS Planning
Ohio
$283K -$17.3K -674 -6%
BAM
19
Belpointe Asset Management
Nevada
$224K +$207K +8,060 New
LPL Financial
20
LPL Financial
California
$206K +$190K +7,412 New
Osaic Holdings
21
Osaic Holdings
Arizona
$204K +$48.9K +1,904 +35%
JFA
22
JNBA Financial Advisors
Minnesota
$33.2K
HI
23
Harbour Investments
Wisconsin
$7.81K
ITIM
24
Indiana Trust & Investment Management
Indiana
$3.06K
FF
25
Friedenthal Financial
New Jersey
$1.41K +$1.31K +51 New

STXE Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strive Emerging Markets ex-China ETF (STXE) for Q4 2023, worth a combined $53.5M — down 61% from $136M a quarter earlier.

Fund positioning in STXE was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 6 trimmed.

The largest buyer was Chicago Partners Investment Group, adding an estimated $1.56M. The largest seller was Jane Street, cutting an estimated $53.7M.

  • 25 institutional investors held Strive Emerging Markets ex-China ETF (STXE) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $53.5M of Strive Emerging Markets ex-China ETF stock for Q4 2023, down 61% quarter-over-quarter.
  • 5 funds opened new Strive Emerging Markets ex-China ETF positions in Q4 2023 and 5 closed out, a net change of 0 holders.
  • The largest Strive Emerging Markets ex-China ETF buyer in Q4 2023 was Chicago Partners Investment Group, an estimated $1.56M added.
  • The largest Strive Emerging Markets ex-China ETF seller in Q4 2023 was Jane Street, an estimated $53.7M sold.

Based on aggregated 13F filings for Q4 2023.