Strive 500 ETF
STXF
83 hedge funds and large institutions have $150M invested in Strive 500 ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 7 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
30% more capital invested
Capital invested by funds: $115M → $150M (+$35M)
6% more funds holding
Funds holding: 78 → 83 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.14% less ownership
Funds ownership: 30.98% → 30.85% (-0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Weaver Capital Management
Suwanee,
Georgia
|
+$9.42M |
| 2 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$3.56M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.34M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.2M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.12M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.09M |
| 4 |
HP
Holistic Planning
Nacogdoches,
Texas
|
-$559K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$392K |
STXF Hedge Fund Activity: Q1 2024 in Review
83 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q1 2024, worth a combined $150M — up 30% from $115M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new STXF positions and 7 closed out — a net gain of 5 holders — while 35 added to existing stakes and 15 trimmed.
The largest buyer was Weaver Capital Management, opening a new position worth an estimated $9.42M. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.2M sold.
- 83 institutional investors held Strive 500 ETF (STXF) as of Q1 2024, up from 78 in Q4 2023.
- Funds reported $150M of Strive 500 ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 12 funds opened new Strive 500 ETF positions in Q1 2024 and 7 closed out, a net change of +5 holders.
- The largest Strive 500 ETF buyer in Q1 2024 was Weaver Capital Management, an estimated $9.42M added.
- The largest Strive 500 ETF seller in Q1 2024 was AE Wealth Management, an estimated $4.2M sold.
Based on aggregated 13F filings for Q1 2024.