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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
CSWM
76
Cassady Schiller Wealth Management
Ohio
$48.4K
JFA
77
JNBA Financial Advisors
Minnesota
$45K +$1.78K +53 +4%
ME
78
McIlrath & Eck
Washington
$44.6K -$11.8K -351 -22%
BCWM
79
Bartlett & Co Wealth Management
Ohio
$33.4K
NS
80
NBC Securities
Alabama
$28K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$17.5K +$16.9K +501 New
CA
82
Clearstead Advisors
Ohio
$16.1K
PFA
83
Pathway Financial Advisers
Indiana
$15.4K +$34 +1 +0.2%
FNWA
84
Financial Network Wealth Advisors
Utah
$14.1K +$13.6K +403 New
CIAS
85
Capital Investment Advisory Services
North Carolina
$14K +$13.5K +400 New
IA
86
IFP Advisors
Florida
$12.8K
CA
87
CoreCap Advisors
Michigan
$12.3K -$101 -3 -0.8%
GRP
88
Global Retirement Partners
California
$8.64K
ATPW
89
Ashton Thomas Private Wealth
Arizona
$6.75K +$6.5K +193 New
AAG
90
Armstrong Advisory Group
Massachusetts
$5.47K
AWM
91
Abound Wealth Management
Tennessee
$4.7K +$4.51K +134 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$3.5K -$404K -12,000 -99%
Simplex Trading
93
Simplex Trading
Illinois
$3K +$3.33K +99 New
APC
94
Aspire Private Capital
North Carolina
$2.81K +$2.69K +80 New
AAP
95
Arax Advisory Partners
Colorado
$2.2K
RIA
96
Realta Investment Advisors
Delaware
-$147K -4,380 Closed
PFBT
97
Parkside Financial Bank & Trust
Missouri
-$18.5K -550 Closed
FFA
98
Farther Finance Advisors
California
-$302 -9 Closed

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.