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STXF

Strive 500 ETF

45 hedge funds and large institutions have $58.4M invested in Strive 500 ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

89% more capital invested

Capital invested by funds: $30.8M → $58.4M (+$27.6M)

10% more funds holding

Funds holding: 4145 (+4)

1.46% more ownership

Funds ownership: 24.48%25.94% (+1.5%)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$340K
KAS
27
Kestra Advisory Services
Texas
$337K +$319K +11,889 New
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$295K
C1AG
29
Client 1st Advisory Group
Florida
$273K
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$160K +$91.3K +3,407 +153%
SPIA
31
Steward Partners Investment Advisory
New York
$128K
Bessemer Group
32
Bessemer Group
New Jersey
$117K
S
33
SignatureFD
Georgia
$113K
MA
34
MCF Advisors
Kentucky
$109K +$56K +2,091 +119%
AF
35
Allworth Financial
California
$76.8K +$40.9K +1,525 +129%
TF
36
TimeScale Financial
Massachusetts
$60.3K
ME
37
McIlrath & Eck
Washington
$50K +$6.13K +229 +15%
CSWM
38
Cassady Schiller Wealth Management
Ohio
$30.7K
AA
39
AlphaMark Advisors
Kentucky
$28K +$21.4K +800 +400%
CA
40
Clearstead Advisors
Ohio
$13K +$6.97K +260 +131%
JFA
41
JNBA Financial Advisors
Minnesota
$11.2K +$4.82K +180 +84%
HI
42
Harbour Investments
Wisconsin
$10.2K +$9.05K +338 +1,470%
AAG
43
Armstrong Advisory Group
Massachusetts
$4.37K +$1.9K +71 +86%
Morgan Stanley
44
Morgan Stanley
New York
$2.83K +$2.68K +100 New
AAP
45
Arax Advisory Partners
Colorado
$1.79K
SF
46
Safeguard Financial
Wisconsin
$1K
Northern Trust
47
Northern Trust
Illinois
-$627K -24,000 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
-$37.2K -1,390 Closed
AAS
49
Ameritas Advisory Services
Nebraska
-$11K -421 Closed

STXF Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q2 2023, worth a combined $58.4M — up 89% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STXF positions and 3 closed out — a net gain of 5 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $5.9M. The largest seller was Northern Trust, exiting entirely with an estimated $627K sold.

  • 45 institutional investors held Strive 500 ETF (STXF) as of Q2 2023, up from 41 in Q1 2023.
  • Funds reported $58.4M of Strive 500 ETF stock for Q2 2023, up 89% quarter-over-quarter.
  • 8 funds opened new Strive 500 ETF positions in Q2 2023 and 3 closed out, a net change of +5 holders.
  • The largest Strive 500 ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $5.9M added.
  • The largest Strive 500 ETF seller in Q2 2023 was Northern Trust, an estimated $627K sold.

Based on aggregated 13F filings for Q2 2023.