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Strive Emerging Markets ex-China ETF

33 hedge funds and large institutions have $68.6M invested in Strive Emerging Markets ex-China ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $65.2M → $68.6M (+$3.39M)

0.78% more ownership

Funds ownership: 76.05%76.83% (+0.78%)

0% more funds holding

Funds holding: 3333 (0)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$24.2M +$881K +30,612 +4%
CPIG
2
Chicago Partners Investment Group
Illinois
$13.6M -$97.9K -3,403 -0.7%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.72M +$939K +32,636 +26%
Stifel Financial
4
Stifel Financial
Missouri
$4.51M +$44.2K +1,536 +1%
OC
5
OxenFree Capital
Florida
$3.3M +$562K +19,544 +21%
CIA
6
Concurrent Investment Advisors
Florida
$2.24M +$2.17M +75,327 New
FMN
7
Financial Management Network
California
$2.13M -$102K -3,540 -5%
SRA
8
Secured Retirement Advisors
Minnesota
$1.99M -$20.5K -711 -1%
GS
9
GTS Securities
New York
$1.95M +$624K +21,693 +49%
UBS Group
10
UBS Group
Switzerland
$1.52M +$26.4K +919 +2%
VWA
11
Visionary Wealth Advisors
Illinois
$1.19M -$937K -32,563 -45%
PA
12
Parallel Advisors
California
$1.09M -$23.3K -811 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$954K -$2.08M -72,209 -69%
SWA
14
Stratos Wealth Advisors
Ohio
$820K +$62.2K +2,161 +9%
WP
15
WealthPLAN Partners
Nebraska
$760K +$60.4K +2,099 +9%
OMC
16
Old Mission Capital
Illinois
$698K -$68.1K -2,366 -9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$402K +$39.1K +1,360 +11%
PP
18
PDS Planning
Ohio
$368K +$63.1K +2,193 +22%
LPL Financial
19
LPL Financial
California
$350K +$10.2K +356 +3%
PCMU
20
Paragon Capital Management (Utah)
Utah
$309K +$9.61K +334 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$298K -$55.4K -1,926 -16%
BAM
22
Belpointe Asset Management
Nevada
$279K +$23.8K +828 +10%
Creative Planning
23
Creative Planning
Kansas
$269K -$5.67K -197 -2%
KAS
24
Kestra Advisory Services
Texas
$260K +$19.6K +680 +8%
WWM
25
WT Wealth Management
Arizona
$235K +$227K +7,888 New

STXE Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Strive Emerging Markets ex-China ETF (STXE) for Q2 2024, worth a combined $68.6M — up 5.2% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STXE positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $2.17M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.08M.

  • 33 institutional investors held Strive Emerging Markets ex-China ETF (STXE) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $68.6M of Strive Emerging Markets ex-China ETF stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 5 funds opened new Strive Emerging Markets ex-China ETF positions in Q2 2024 and 4 closed out, a net change of +1 holder.
  • The largest Strive Emerging Markets ex-China ETF buyer in Q2 2024 was Concurrent Investment Advisors, an estimated $2.17M added.
  • The largest Strive Emerging Markets ex-China ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2024.