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Strive Emerging Markets ex-China ETF

33 hedge funds and large institutions have $65.2M invested in Strive Emerging Markets ex-China ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

32% more funds holding

Funds holding: 2533 (+8)

22% more capital invested

Capital invested by funds: $53.5M → $65.2M (+$11.7M)

1.64% more ownership

Funds ownership: 74.41%76.05% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
18
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$22.5M +$3.06M +109,767 +16%
CPIG
2
Chicago Partners Investment Group
Illinois
$12.9M +$373K +13,392 +3%
Stifel Financial
3
Stifel Financial
Missouri
$4.31M +$2.23M +79,825 +114%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.62M +$131K +4,704 +4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.99M +$53.9K +1,934 +2%
OC
6
OxenFree Capital
Florida
$2.62M +$62.4K +2,240 +3%
FMN
7
Financial Management Network
California
$2.11M +$1.29M +46,115 +169%
VWA
8
Visionary Wealth Advisors
Illinois
$2.08M +$149K +5,345 +8%
SRA
9
Secured Retirement Advisors
Minnesota
$1.94M +$21.9K +784 +1%
UBS Group
10
UBS Group
Switzerland
$1.44M +$243K +8,709 +21%
GS
11
GTS Securities
New York
$1.26M +$1.23M +44,033 New
PA
12
Parallel Advisors
California
$1.07M +$112 +4 +0%
Jane Street
13
Jane Street
New York
$891K +$420K +15,075 +94%
OMC
14
Old Mission Capital
Illinois
$742K +$721K +25,847 New
SWA
15
Stratos Wealth Advisors
Ohio
$730K +$78.5K +2,815 +12%
WP
16
WealthPLAN Partners
Nebraska
$674K +$39.2K +1,407 +6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$526K +$511K +18,335 New
CAN
18
Cetera Advisor Networks
California
$349K -$18.8K -675 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$349K +$339K +12,157 New
Osaic Holdings
20
Osaic Holdings
Arizona
$343K +$128K +4,603 +63%
LPL Financial
21
LPL Financial
California
$327K +$111K +3,992 +54%
PP
22
PDS Planning
Ohio
$293K
PCMU
23
Paragon Capital Management (Utah)
Utah
$289K +$280K +10,055 New
Creative Planning
24
Creative Planning
Kansas
$265K -$138K -4,938 -35%
BAM
25
Belpointe Asset Management
Nevada
$245K +$13.4K +479 +6%

STXE Hedge Fund Activity: Q1 2024 in Review

33 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strive Emerging Markets ex-China ETF (STXE) for Q1 2024, worth a combined $65.2M — up 22% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new STXE positions and 1 closed out — a net gain of 8 holders — while 18 added to existing stakes and 2 trimmed.

The largest buyer was McIlrath & Eck, adding an estimated $3.06M. The largest seller was AE Wealth Management, exiting entirely with an estimated $1.85M sold.

  • 33 institutional investors held Strive Emerging Markets ex-China ETF (STXE) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $65.2M of Strive Emerging Markets ex-China ETF stock for Q1 2024, up 22% quarter-over-quarter.
  • 9 funds opened new Strive Emerging Markets ex-China ETF positions in Q1 2024 and 1 closed out, a net change of +8 holders.
  • The largest Strive Emerging Markets ex-China ETF buyer in Q1 2024 was McIlrath & Eck, an estimated $3.06M added.
  • The largest Strive Emerging Markets ex-China ETF seller in Q1 2024 was AE Wealth Management, an estimated $1.85M sold.

Based on aggregated 13F filings for Q1 2024.