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STXF

Strive 500 ETF
STXF

41 hedge funds and large institutions have $30.8M invested in Strive 500 ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 2

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

38% more capital invested

Capital invested by funds: $22.4M → $30.8M (+$8.42M)

28% more funds holding

Funds holding: 32 → 41 (+9)

0.13% less ownership

Funds ownership: 24.61% → 24.48% (-0.13%)

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$2.38M
2
Stifel Financial
Stifel Financial
Missouri
+$1.39M
3
RJA
Raymond James & Associates
Florida
+$1.18M
4
UBS Group
UBS Group
Switzerland
+$1.05M
5
Citadel Advisors
Citadel Advisors
Florida
+$872K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$992K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$173K
3
NA
NewEdge Advisors
Louisiana
-$46.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
TimeScale Financial
Massachusetts
$55.5K +$54K +2,126 New
MA
27
MCF Advisors
Kentucky
$45.9K +$4.21K +166 +10%
ME
28
McIlrath & Eck
Washington
$40.1K +$5.05K +199 +15%
CFGS
29
Concourse Financial Group Securities
Alabama
$36.4K +$25.4K +1,000 +256%
AF
30
Allworth Financial
California
$30.9K +$203 +8 +0.7%
CSWM
31
Cassady Schiller Wealth Management
Ohio
$28.3K – – –
PFA
32
Pathway Financial Advisers
Indiana
$11.4K +$25 +1 +0.2%
AAS
33
Ameritas Advisory Services
Nebraska
$11K +$10.7K +421 New
JFA
34
JNBA Financial Advisors
Minnesota
$5.61K – – –
CA
35
Clearstead Advisors
Ohio
$5.2K +$5.05K +199 New
AA
36
AlphaMark Advisors
Kentucky
$5K +$5.08K +200 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.32K +$198K +7,812 +10%
AAG
38
Armstrong Advisory Group
Massachusetts
$2.17K – – –
Bank of America
39
Bank of America
North Carolina
$1.7K +$1.65K +65 New
AAP
40
Arax Advisory Partners
Colorado
$1.65K – – –
HI
41
Harbour Investments
Wisconsin
$604 +$76 +3 +15%
NA
42
NewEdge Advisors
Louisiana
– -$46.8K -1,931 Closed
1
2

STXF Hedge Fund Activity: Q1 2023 in Review

41 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q1 2023, worth a combined $30.8M — up 38% from $22.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STXF positions and 1 closed out — a net gain of 9 holders — while 21 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $2.38M. The largest seller was Creative Planning, cutting an estimated $992K.

  • 41 institutional investors held Strive 500 ETF (STXF) as of Q1 2023, up from 32 in Q4 2022.
  • Funds reported $30.8M of Strive 500 ETF stock for Q1 2023, up 38% quarter-over-quarter.
  • 10 funds opened new Strive 500 ETF positions in Q1 2023 and 1 closed out, a net change of +9 holders.
  • The largest Strive 500 ETF buyer in Q1 2023 was AE Wealth Management, an estimated $2.38M added.
  • The largest Strive 500 ETF seller in Q1 2023 was Creative Planning, an estimated $992K sold.

Based on aggregated 13F filings for Q1 2023.