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STXF

Strive 500 ETF
STXF

95 hedge funds and large institutions have $176M invested in Strive 500 ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

18% more capital invested

Capital invested by funds: $150M → $176M (+$26.3M)

14% more funds holding

Funds holding: 83 → 95 (+12)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.07% less ownership

Funds ownership: 30.85% → 30.77% (-0.07%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
45
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.47M
2
Truist Financial
Truist Financial
North Carolina
+$2.34M
3
UBS Group
UBS Group
Switzerland
+$2.16M
4
UAG
United Advisor Group
Ohio
+$1.83M
5
Bank of America
Bank of America
North Carolina
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$638K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$404K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$354K
4
GS
GTS Securities
New York
-$162K
5
RIA
Realta Investment Advisors
Delaware
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.88M +$8.28K +246 +0.5%
KAS
27
Kestra Advisory Services
Texas
$1.74M +$26.6K +791 +2%
WP
28
WealthPLAN Partners
Nebraska
$1.37M +$475K +14,097 +56%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.26M +$12.7K +377 +1%
EFG
30
Everhart Financial Group
Ohio
$1.07M +$370K +11,004 +56%
PCMU
31
Paragon Capital Management (Utah)
Utah
$1.02M -$40K -1,187 -4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$977K +$303K +8,990 +47%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$975K -$21.5K -638 -2%
BAM
34
Belpointe Asset Management
Nevada
$912K +$71.3K +2,119 +9%
MML Investors Services
35
MML Investors Services
Massachusetts
$886K +$71.2K +2,114 +9%
SCA
36
Snowden Capital Advisors
New York
$878K -$114K -3,373 -12%
CPIG
37
Chicago Partners Investment Group
Illinois
$858K +$299K +8,871 +56%
ITIM
38
Indiana Trust & Investment Management
Indiana
$804K – – –
FG
39
Fairman Group
Pennsylvania
$773K +$2.19K +65 +0.3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$760K +$295K +8,754 +67%
WCAMG
41
Woodard & Company Asset Management Group
North Carolina
$708K +$25.5K +758 +4%
P
42
&Partners
Tennessee
$561K +$540K +16,031 New
GC
43
Gibson Capital
Pennsylvania
$546K – – –
FFWM
44
Future Financial Wealth Management
Ohio
$524K +$6.56K +195 +1%
POIA
45
Pin Oak Investment Advisors
Texas
$487K +$185K +5,485 +65%
TC
46
Trilogy Capital
California
$447K +$430K +12,784 New
PP
47
PDS Planning
Ohio
$435K +$91.6K +2,722 +28%
GS
48
GTS Securities
New York
$434K -$162K -4,805 -28%
CFA
49
Capstone Financial Advisors
Illinois
$393K +$158K +4,700 +72%
1W
50
1776 Wealth
Georgia
$380K – – –
1
2
3 4

STXF Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q2 2024, worth a combined $176M — up 18% from $150M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new STXF positions and 3 closed out — a net gain of 12 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.47M. The largest seller was Janney Montgomery Scott, cutting an estimated $638K.

  • 95 institutional investors held Strive 500 ETF (STXF) as of Q2 2024, up from 83 in Q1 2024.
  • Funds reported $176M of Strive 500 ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 15 funds opened new Strive 500 ETF positions in Q2 2024 and 3 closed out, a net change of +12 holders.
  • The largest Strive 500 ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $3.47M added.
  • The largest Strive 500 ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $638K sold.

Based on aggregated 13F filings for Q2 2024.