Strive 500 ETF
STXF
41 hedge funds and large institutions have $30.8M invested in Strive 500 ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 1 closing their positions.
950% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 2
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
38% more capital invested
Capital invested by funds: $22.4M → $30.8M (+$8.42M)
28% more funds holding
Funds holding: 32 → 41 (+9)
0.13% less ownership
Funds ownership: 24.61% → 24.48% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.38M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$1.39M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.05M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$992K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$173K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$46.8K |
STXF Hedge Fund Activity: Q1 2023 in Review
41 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q1 2023, worth a combined $30.8M — up 38% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new STXF positions and 1 closed out — a net gain of 9 holders — while 21 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.38M. The largest seller was Creative Planning, cutting an estimated $992K.
- 41 institutional investors held Strive 500 ETF (STXF) as of Q1 2023, up from 32 in Q4 2022.
- Funds reported $30.8M of Strive 500 ETF stock for Q1 2023, up 38% quarter-over-quarter.
- 10 funds opened new Strive 500 ETF positions in Q1 2023 and 1 closed out, a net change of +9 holders.
- The largest Strive 500 ETF buyer in Q1 2023 was AE Wealth Management, an estimated $2.38M added.
- The largest Strive 500 ETF seller in Q1 2023 was Creative Planning, an estimated $992K sold.
Based on aggregated 13F filings for Q1 2023.