Strive 500 ETF
STXF
78 hedge funds and large institutions have $115M invested in Strive 500 ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 2 closing their positions.
1,450% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 2
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
63% more capital invested
Capital invested by funds: $70.5M → $115M (+$44.5M)
59% more funds holding
Funds holding: 49 → 78 (+29)
4.19% more ownership
Funds ownership: 26.79% → 30.98% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.82M |
| 2 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$1.55M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.16M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$1.02M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$945K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$778K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$703K |
| 5 |
Goldman Sachs
New York
|
-$330K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
76
Rockbridge Investment Management
Syracuse,
New York
| $1.53K | +$1.43K | +50 | New |
|
|
FFA
77
Farther Finance Advisors
San Francisco,
California
| $275 | +$258 | +9 | New |
|
78
Morgan Stanley
New York
| $110 | +$57 | +2 | New |
|
|
79
Goldman Sachs
New York
| – | -$330K | -12,061 | Closed |
|
80
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$3.62K | -132 | Closed |
|
STXF Hedge Fund Activity: Q4 2023 in Review
78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q4 2023, worth a combined $115M — up 63% from $70.5M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new STXF positions and 2 closed out — a net gain of 29 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.82M. The largest seller was IFP Advisors, cutting an estimated $2.6M.
- 78 institutional investors held Strive 500 ETF (STXF) as of Q4 2023, up from 49 in Q3 2023.
- Funds reported $115M of Strive 500 ETF stock for Q4 2023, up 63% quarter-over-quarter.
- 31 funds opened new Strive 500 ETF positions in Q4 2023 and 2 closed out, a net change of +29 holders.
- The largest Strive 500 ETF buyer in Q4 2023 was Raymond James & Associates, an estimated $1.82M added.
- The largest Strive 500 ETF seller in Q4 2023 was IFP Advisors, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2023.