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STXF

Strive 500 ETF
STXF

32 hedge funds and large institutions have $22.4M invested in Strive 500 ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 1

1,245% more capital invested

Capital invested by funds: $1.67M → $22.4M (+$20.8M)

357% more funds holding

Funds holding: 7 → 32 (+25)

19.19% more ownership

Funds ownership: 5.42% → 24.61% (+19%)

Holders
32
Holders Change
+25
Holders Change %
+357.14%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.78M
2
Creative Planning
Creative Planning
Kansas
+$2.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.38M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.98M
5
RJA
Raymond James & Associates
Florida
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
HR
Howe & Rusling
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.76M +$6.78M +277,437 +22,338%
Creative Planning
2
Creative Planning
Kansas
$2.69M +$2.7M +110,576 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.36M +$2.38M +97,351 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.96M +$1.98M +80,976 New
RJA
5
Raymond James & Associates
Florida
$1.5M +$1.51M +61,848 New
IA
6
IFP Advisors
Florida
$1.34M +$1.32M +54,112 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$863K +$870K +35,582 New
AWM
8
AE Wealth Management
Kansas
$837K +$844K +34,495 New
CAN
9
Cetera Advisor Networks
California
$828K +$835K +34,140 New
PCMU
10
Paragon Capital Management (Utah)
Utah
$746K +$752K +30,743 New
SCA
11
Snowden Capital Advisors
New York
$691K +$697K +28,482 New
FMN
12
Financial Management Network
California
$308K +$310K +12,660 New
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$253K – – –
VWA
14
Visionary Wealth Advisors
Illinois
$247K +$249K +10,200 New
Osaic Holdings
15
Osaic Holdings
Arizona
$241K +$242K +9,895 New
C1AG
16
Client 1st Advisory Group
Florida
$233K +$235K +9,622 New
Bessemer Group
17
Bessemer Group
New Jersey
$100K +$101K +4,118 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$99.5K +$100K +4,100 New
SPIA
19
Steward Partners Investment Advisory
New York
$97K +$58.7K +2,400 +150%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$53K +$52.9K +2,165 New
NA
21
NewEdge Advisors
Louisiana
$46.8K +$47.2K +1,931 New
MA
22
MCF Advisors
Kentucky
$38.7K +$38.9K +1,590 New
ME
23
McIlrath & Eck
Washington
$32.4K +$32.6K +1,335 New
AF
24
Allworth Financial
California
$28.5K +$28.8K +1,176 New
CSWM
25
Cassady Schiller Wealth Management
Ohio
$26.3K +$26.5K +1,084 New
1
2

STXF Hedge Fund Activity: Q4 2022 in Review

32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q4 2022, worth a combined $22.4M — up 1,245% from $1.67M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new STXF positions and 1 closed out — a net gain of 27 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $6.78M. The largest seller was Howe & Rusling, exiting entirely with an estimated $1K sold.

  • 32 institutional investors held Strive 500 ETF (STXF) as of Q4 2022, up from 7 in Q3 2022.
  • Funds reported $22.4M of Strive 500 ETF stock for Q4 2022, up 1,245% quarter-over-quarter.
  • 28 funds opened new Strive 500 ETF positions in Q4 2022 and 1 closed out, a net change of +27 holders.
  • The largest Strive 500 ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $6.78M added.
  • The largest Strive 500 ETF seller in Q4 2022 was Howe & Rusling, an estimated $1K sold.

Based on aggregated 13F filings for Q4 2022.