We are live on ! Find out more
STXF

Strive 500 ETF

45 hedge funds and large institutions have $58.4M invested in Strive 500 ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

89% more capital invested

Capital invested by funds: $30.8M → $58.4M (+$27.6M)

10% more funds holding

Funds holding: 4145 (+4)

1.46% more ownership

Funds ownership: 24.48%25.94% (+1.5%)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$9.32M +$5.9M +220,233 +203%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.04M +$1.26M +47,121 +17%
Truist Financial
3
Truist Financial
North Carolina
$4.23M +$4M +149,393 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.83M +$344K +12,828 +10%
AWM
5
AE Wealth Management
Kansas
$3.76M +$119K +4,445 +3%
UBS Group
6
UBS Group
Switzerland
$3.5M +$2.19M +81,803 +197%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.4M -$112K -4,187 -5%
Creative Planning
8
Creative Planning
Kansas
$2.02M -$5.76K -215 -0.3%
IA
9
IFP Advisors
Florida
$2.02M +$349K +13,025 +22%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.74M +$1.65M +61,412 New
Stifel Financial
11
Stifel Financial
Missouri
$1.68M +$115K +4,307 +8%
Bank of America
12
Bank of America
North Carolina
$1.59M +$1.5M +56,075 +86,269%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.34M +$183K +6,841 +17%
GS
14
GTS Securities
New York
$1.29M +$1.22M +45,501 New
VWA
15
Visionary Wealth Advisors
Illinois
$1.14M +$251K +9,378 +30%
CAN
16
Cetera Advisor Networks
California
$984K +$5.95K +222 +0.6%
FMN
17
Financial Management Network
California
$952K +$359K +13,403 +67%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$901K +$852K +31,805 New
PCMU
19
Paragon Capital Management (Utah)
Utah
$892K -$3.51K -131 -0.4%
Citadel Advisors
20
Citadel Advisors
Florida
$871K -$96.7K -3,608 -11%
SCA
21
Snowden Capital Advisors
New York
$807K
EFG
22
Everhart Financial Group
Ohio
$693K +$656K +24,469 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$474K +$449K +16,742 New
Osaic Holdings
24
Osaic Holdings
Arizona
$421K +$66.8K +2,492 +20%
WP
25
WealthPLAN Partners
Nebraska
$379K +$31.4K +1,173 +10%

STXF Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q2 2023, worth a combined $58.4M — up 89% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STXF positions and 3 closed out — a net gain of 5 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $5.9M. The largest seller was Northern Trust, exiting entirely with an estimated $627K sold.

  • 45 institutional investors held Strive 500 ETF (STXF) as of Q2 2023, up from 41 in Q1 2023.
  • Funds reported $58.4M of Strive 500 ETF stock for Q2 2023, up 89% quarter-over-quarter.
  • 8 funds opened new Strive 500 ETF positions in Q2 2023 and 3 closed out, a net change of +5 holders.
  • The largest Strive 500 ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $5.9M added.
  • The largest Strive 500 ETF seller in Q2 2023 was Northern Trust, an estimated $627K sold.

Based on aggregated 13F filings for Q2 2023.