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STXF

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
35
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCM
Weaver Capital Management
Georgia
+$9.42M
2
UAG
United Advisor Group
Ohio
+$3.56M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.34M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2M
5
LPL Financial
LPL Financial
California
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$4.2M
2
RJA
Raymond James & Associates
Florida
-$1.12M
3
CAN
Cetera Advisor Networks
California
-$1.09M
4
HP
Holistic Planning
Texas
-$559K
5
Creative Planning
Creative Planning
Kansas
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Clearstead Advisors
Ohio
$15.4K – – –
PFA
77
Pathway Financial Advisers
Indiana
$14.8K – – –
IA
78
IFP Advisors
Florida
$12.3K +$5.29K +165 +83%
CA
79
CoreCap Advisors
Michigan
$12K +$11.4K +356 New
GRP
80
Global Retirement Partners
California
$8.31K +$7.92K +247 New
AAG
81
Armstrong Advisory Group
Massachusetts
$4.75K – – –
AAP
82
Arax Advisory Partners
Colorado
$2.12K – – –
FFA
83
Farther Finance Advisors
California
$302 – – –
AWM
84
AE Wealth Management
Kansas
– -$4.2M -133,777 Closed
CAN
85
Cetera Advisor Networks
California
– -$1.09M -35,665 Closed
Mariner
86
Mariner
Kansas
– -$235K -7,678 Closed
HR
87
Hardy Reed
Mississippi
– -$214K -7,000 Closed
AA
88
AlphaMark Advisors
Kentucky
– -$31K -1,000 Closed
TVAMP
89
Tennessee Valley Asset Management Partners
Tennessee
– -$23K -753 Closed
RIM
90
Rockbridge Investment Management
New York
– -$1.53K -50 Closed
1 2 3
4

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.