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STXF

Strive 500 ETF

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: 8395 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$372K
NA
52
NewEdge Advisors
Louisiana
$356K +$673 +20 +0.2%
C1AG
53
Client 1st Advisory Group
Florida
$336K
PA
54
Parallel Advisors
California
$325K +$33.7K +1,000 +12%
TAM
55
TCP Asset Management
Ohio
$315K +$303K +9,000 New
SA
56
Sanctuary Advisors
Indiana
$309K +$317K +9,430 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$306K +$294K +8,747 New
BPA
58
Beacon Pointe Advisors
California
$275K
GB
59
Goepper Burkhardt
South Carolina
$263K +$47.3K +1,405 +23%
PCWA
60
Pacific Capital Wealth Advisors
California
$246K
PI
61
PFG Investments
New York
$244K +$235K +6,972 New
NEWAS
62
N.E.W. Advisory Services
Wisconsin
$236K -$75.6K -2,246 -25%
CWS
63
Cypress Wealth Services
California
$214K +$206K +6,107 New
AF
64
Allworth Financial
California
$208K +$67.8K +2,013 +52%
TIA
65
Traphagen Investment Advisors
New Jersey
$205K -$22.1K -657 -10%
SPIA
66
Steward Partners Investment Advisory
New York
$181K +$5.92K +176 +4%
CTA
67
Colonial Trust Advisors
South Carolina
$147K
MA
68
MCF Advisors
Kentucky
$144K +$9.39K +279 +7%
Bessemer Group
69
Bessemer Group
New Jersey
$144K
S
70
SignatureFD
Georgia
$140K
EWA
71
EverSource Wealth Advisors
Alabama
$109K
Morgan Stanley
72
Morgan Stanley
New York
$88.4K +$34 +1 +0%
FCA
73
FinTrust Capital Advisors
South Carolina
$79.5K +$8.62K +256 +13%
HI
74
Harbour Investments
Wisconsin
$74.4K +$10.9K +325 +18%
ACA
75
Aptus Capital Advisors
Alabama
$61K +$58.7K +1,745 New

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.