Strive 500 ETF
STXF
32 hedge funds and large institutions have $22.4M invested in Strive 500 ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
2,700% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 1
1,245% more capital invested
Capital invested by funds: $1.67M → $22.4M (+$20.8M)
357% more funds holding
Funds holding: 7 → 32 (+25)
19.19% more ownership
Funds ownership: 5.42% → 24.61% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.78M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$2.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.38M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.98M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HR
Howe & Rusling
Rochester,
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
26
Pathway Financial Advisers
Auburn,
Indiana
| $10.5K | +$10.6K | +434 | New |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $9.5K | +$9.54K | +390 | New |
|
28
UBS Group
Zurich,
Switzerland
| $7.74K | +$7.8K | +319 | New |
|
|
JFA
29
JNBA Financial Advisors
Bloomington,
Minnesota
| $5.22K | – | – | – |
|
|
AAG
30
Armstrong Advisory Group
Needham,
Massachusetts
| $2.01K | +$2.03K | +83 | New |
|
|
AAP
31
Arax Advisory Partners
Denver,
Colorado
| $1.53K | +$1.54K | +63 | New |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $485 | +$489 | +20 | New |
|
|
HR
33
Howe & Rusling
Rochester,
New York
| – | -$1K | -57 | Closed |
|
STXF Hedge Fund Activity: Q4 2022 in Review
32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q4 2022, worth a combined $22.4M — up 1,245% from $1.67M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new STXF positions and 1 closed out — a net gain of 27 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $6.78M. The largest seller was Howe & Rusling, exiting entirely with an estimated $1K sold.
- 32 institutional investors held Strive 500 ETF (STXF) as of Q4 2022, up from 7 in Q3 2022.
- Funds reported $22.4M of Strive 500 ETF stock for Q4 2022, up 1,245% quarter-over-quarter.
- 28 funds opened new Strive 500 ETF positions in Q4 2022 and 1 closed out, a net change of +27 holders.
- The largest Strive 500 ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $6.78M added.
- The largest Strive 500 ETF seller in Q4 2022 was Howe & Rusling, an estimated $1K sold.
Based on aggregated 13F filings for Q4 2022.