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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.12M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.61M |
| 4 |
SAM
S.A. Mason
Holland,
Michigan
|
+$1.14M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$910K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$871K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$671K |
| 4 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
-$130K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$66.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$871K | -30,747 | Closed |
|
52
Morgan Stanley
New York
| – | -$2.83K | -100 | Closed |
|
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.