Strive 500 ETF
STXF
97 hedge funds and large institutions have $192M invested in Strive 500 ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 7 closing their positions.
147% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 19
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $176M → $192M (+$15.7M)
2% more funds holding
Funds holding: 95 → 97 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.4% less ownership
Funds ownership: 30.77% → 29.37% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.7M |
| 2 |
OC
OxenFree Capital
Satellite Beach,
Florida
|
+$1.61M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.3M |
| 4 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
+$1.08M |
| 5 |
HP
Holistic Planning
Nacogdoches,
Texas
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.89M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.45M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.37M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$594K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNWA
101
Financial Network Wealth Advisors
Murray,
Utah
| – | -$14.1K | -403 | Closed |
|
|
ATPW
102
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$6.75K | -193 | Closed |
|
103
Simplex Trading
Chicago,
Illinois
| – | -$3K | -99 | Closed |
|
|
AAP
104
Arax Advisory Partners
Denver,
Colorado
| – | -$2.2K | -63 | Closed |
|
STXF Hedge Fund Activity: Q3 2024 in Review
97 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q3 2024, worth a combined $192M — up 8.9% from $176M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new STXF positions and 7 closed out — a net gain of 2 holders — while 47 added to existing stakes and 19 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $2.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $2.89M.
- 97 institutional investors held Strive 500 ETF (STXF) as of Q3 2024, up from 95 in Q2 2024.
- Funds reported $192M of Strive 500 ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
- 9 funds opened new Strive 500 ETF positions in Q3 2024 and 7 closed out, a net change of +2 holders.
- The largest Strive 500 ETF buyer in Q3 2024 was World Investment Advisors, an estimated $2.7M added.
- The largest Strive 500 ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $2.89M sold.
Based on aggregated 13F filings for Q3 2024.