Strive 500 ETF
STXF
78 hedge funds and large institutions have $115M invested in Strive 500 ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 2 closing their positions.
1,450% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 2
545% more capital inflows, than outflows
Capital inflows: $40.2M | Capital outflows: $6.23M
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
59% more funds holding
Funds holding: 49 → 78 (+29)
4.19% more ownership
Funds ownership: 26.79% → 30.98% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$1.82M |
| 2 |
Essex Financial Services
Essex,
Connecticut
|
+$1.55M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.16M |
| 4 |
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$1.02M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$945K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP Advisors
Tampa,
Florida
|
-$2.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$778K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$703K |
| 5 |
Goldman Sachs
New York
|
-$330K |
STXF Hedge Fund Activity: Q4 2023 in Review
78 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q4 2023, worth a combined $115M — up 63% from $70.5M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new STXF positions and 2 closed out — a net gain of 29 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.82M. The largest seller was IFP Advisors, cutting an estimated $2.6M.
- 78 institutional investors held Strive 500 ETF (STXF) as of Q4 2023, up from 49 in Q3 2023.
- Funds reported $115M of Strive 500 ETF stock for Q4 2023, up 63% quarter-over-quarter.
- 31 funds opened new Strive 500 ETF positions in Q4 2023 and 2 closed out, a net change of +29 holders.
- The largest Strive 500 ETF buyer in Q4 2023 was Raymond James & Associates, an estimated $1.82M added.
- The largest Strive 500 ETF seller in Q4 2023 was IFP Advisors, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2023.