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STXF

Strive 500 ETF
STXF

49 hedge funds and large institutions have $70.5M invested in Strive 500 ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $58.4M → $70.5M (+$12M)

9% more funds holding

Funds holding: 45 → 49 (+4)

0.85% more ownership

Funds ownership: 25.94% → 26.79% (+0.85%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.7M
2
RJA
Raymond James & Associates
Florida
+$2.12M
3
Truist Financial
Truist Financial
North Carolina
+$1.61M
4
SAM
S.A. Mason
Michigan
+$1.14M
5
Osaic Holdings
Osaic Holdings
Arizona
+$910K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
Florida
-$1.29M
2
Citadel Advisors
Citadel Advisors
Florida
-$871K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$671K
4
EFG
Everhart Financial Group
Ohio
-$130K
5
AWM
AE Wealth Management
Kansas
-$66.5K

STXF Hedge Fund Activity: Q3 2023 in Review

49 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q3 2023, worth a combined $70.5M — up 21% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STXF positions and 3 closed out — a net gain of 5 holders — while 24 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $4.7M. The largest seller was GTS Securities, exiting entirely with an estimated $1.29M sold.

  • 49 institutional investors held Strive 500 ETF (STXF) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $70.5M of Strive 500 ETF stock for Q3 2023, up 21% quarter-over-quarter.
  • 8 funds opened new Strive 500 ETF positions in Q3 2023 and 3 closed out, a net change of +5 holders.
  • The largest Strive 500 ETF buyer in Q3 2023 was UBS Group, an estimated $4.7M added.
  • The largest Strive 500 ETF seller in Q3 2023 was GTS Securities, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2023.