We are live on ! Find out more
STXF

Strive 500 ETF
STXF

49 hedge funds and large institutions have $70.5M invested in Strive 500 ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 5

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $58.4M → $70.5M (+$12M)

9% more funds holding

Funds holding: 45 → 49 (+4)

0.86% more ownership

Funds ownership: 25.94% → 26.79% (+0.86%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.7M
2
RJA
Raymond James & Associates
Florida
+$2.12M
3
Truist Financial
Truist Financial
North Carolina
+$1.61M
4
SAM
S.A. Mason
Michigan
+$1.14M
5
Osaic Holdings
Osaic Holdings
Arizona
+$910K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$1.29M
2
Citadel Advisors
Citadel Advisors
Florida
-$871K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$671K
4
EFG
Everhart Financial Group
Ohio
-$130K
5
AWM
AE Wealth Management
Kansas
-$66.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$420K +$56.2K +1,974 +15%
MML Investors Services
27
MML Investors Services
Massachusetts
$391K +$407K +14,287 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$339K +$192K +6,729 +120%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$332K +$2.85K +100 +0.8%
Goldman Sachs
30
Goldman Sachs
New York
$330K +$343K +12,061 New
PP
31
PDS Planning
Ohio
$291K +$302K +10,614 New
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$285K – – –
NA
33
NewEdge Advisors
Louisiana
$265K +$276K +9,689 New
C1AG
34
Client 1st Advisory Group
Florida
$264K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$134K +$11.6K +406 +9%
Bessemer Group
36
Bessemer Group
New Jersey
$113K – – –
S
37
SignatureFD
Georgia
$110K – – –
MA
38
MCF Advisors
Kentucky
$107K +$1.54K +54 +1%
AF
39
Allworth Financial
California
$70.6K -$3.79K -133 -5%
ME
40
McIlrath & Eck
Washington
$48.3K – – –
CSWM
41
Cassady Schiller Wealth Management
Ohio
$29.7K – – –
HI
42
Harbour Investments
Wisconsin
$28K +$18.8K +661 +183%
AA
43
AlphaMark Advisors
Kentucky
$27K – – –
CA
44
Clearstead Advisors
Ohio
$25.2K +$13.1K +459 +100%
PFA
45
Pathway Financial Advisers
Indiana
$12K +$12.5K +438 New
JFA
46
JNBA Financial Advisors
Minnesota
$10.8K – – –
AAG
47
Armstrong Advisory Group
Massachusetts
$4.23K – – –
Legacy Financial Group (Iowa)
48
Legacy Financial Group (Iowa)
Iowa
$3.62K +$3.76K +132 New
AAP
49
Arax Advisory Partners
Colorado
$1.73K – – –
GS
50
GTS Securities
New York
– -$1.29M -45,501 Closed
1
2
3

STXF Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q3 2023, worth a combined $70.5M — up 21% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STXF positions and 3 closed out — a net gain of 5 holders — while 25 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $4.7M. The largest seller was GTS Securities, exiting entirely with an estimated $1.29M sold.

  • 49 institutional investors held Strive 500 ETF (STXF) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $70.5M of Strive 500 ETF stock for Q3 2023, up 21% quarter-over-quarter.
  • 8 funds opened new Strive 500 ETF positions in Q3 2023 and 3 closed out, a net change of +5 holders.
  • The largest Strive 500 ETF buyer in Q3 2023 was UBS Group, an estimated $4.7M added.
  • The largest Strive 500 ETF seller in Q3 2023 was GTS Securities, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2023.