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Strive Emerging Markets ex-China ETF

30 hedge funds and large institutions have $72.5M invested in Strive Emerging Markets ex-China ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $68.6M → $72.5M (+$3.95M)

5.29% less ownership

Funds ownership: 76.83%71.54% (-5.3%)

9% less funds holding

Funds holding: 3330 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
Increased
17
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$26.1M +$1.39M +46,077 +6%
CPIG
2
Chicago Partners Investment Group
Illinois
$13.7M -$67.9K -2,251 -0.5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.48M -$336K -11,150 -7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.53M +$2.54M +84,178 +262%
OC
5
OxenFree Capital
Florida
$3.48M +$112K +3,728 +3%
PCMU
6
Paragon Capital Management (Utah)
Utah
$2.96M +$2.63M +87,319 +840%
CIA
7
Concurrent Investment Advisors
Florida
$2.44M +$157K +5,209 +7%
FMN
8
Financial Management Network
California
$2.12M +$25.2K +834 +1%
SRA
9
Secured Retirement Advisors
Minnesota
$1.99M -$46.1K -1,528 -2%
UBS Group
10
UBS Group
Switzerland
$1.58M +$29.1K +966 +2%
VWA
11
Visionary Wealth Advisors
Illinois
$1.57M +$354K +11,744 +29%
Stifel Financial
12
Stifel Financial
Missouri
$1.54M -$3.04M -100,820 -66%
PA
13
Parallel Advisors
California
$1.1M -$6.19K -205 -0.6%
SWA
14
Stratos Wealth Advisors
Ohio
$1.04M +$202K +6,710 +24%
OMC
15
Old Mission Capital
Illinois
$871K +$157K +5,207 +22%
WP
16
WealthPLAN Partners
Nebraska
$786K +$10.5K +349 +1%
GS
17
GTS Securities
New York
$582K -$1.4M -46,536 -71%
LPL Financial
18
LPL Financial
California
$540K +$182K +6,044 +51%
Osaic Holdings
19
Osaic Holdings
Arizona
$513K +$208K +6,907 +69%
PP
20
PDS Planning
Ohio
$382K +$6.04K +200 +2%
BAM
21
Belpointe Asset Management
Nevada
$376K +$90.9K +3,011 +32%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$274K -$136K -4,494 -33%
Creative Planning
23
Creative Planning
Kansas
$273K -$1.48K -49 -0.5%
WWM
24
WT Wealth Management
Arizona
$209K -$31.3K -1,036 -13%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$85.8K +$36.4K +1,205 +77%

STXE Hedge Fund Activity: Q3 2024 in Review

30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Strive Emerging Markets ex-China ETF (STXE) for Q3 2024, worth a combined $72.5M — up 5.8% from $68.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of STXE and 0 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 17 added.

The largest buyer was Paragon Capital Management (Utah), adding an estimated $2.63M. The largest seller was Stifel Financial, cutting an estimated $3.04M.

  • 30 institutional investors held Strive Emerging Markets ex-China ETF (STXE) as of Q3 2024, down from 33 in Q2 2024.
  • Funds reported $72.5M of Strive Emerging Markets ex-China ETF stock for Q3 2024, up 5.8% quarter-over-quarter.
  • 0 funds opened new Strive Emerging Markets ex-China ETF positions in Q3 2024 and 3 closed out, a net change of -3 holders.
  • The largest Strive Emerging Markets ex-China ETF buyer in Q3 2024 was Paragon Capital Management (Utah), an estimated $2.63M added.
  • The largest Strive Emerging Markets ex-China ETF seller in Q3 2024 was Stifel Financial, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2024.