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STXF

Strive 500 ETF

95 hedge funds and large institutions have $176M invested in Strive 500 ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

18% more capital invested

Capital invested by funds: $150M → $176M (+$26.3M)

14% more funds holding

Funds holding: 8395 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.07% less ownership

Funds ownership: 30.85%30.77% (-0.07%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
45
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$22.8M +$663K +19,710 +3%
RJA
2
Raymond James & Associates
Florida
$15.4M +$302K +8,980 +2%
UBS Group
3
UBS Group
Switzerland
$12.5M +$2.16M +64,249 +22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.2M -$354K -10,510 -3%
Truist Financial
5
Truist Financial
North Carolina
$11.6M +$2.34M +69,448 +26%
WCM
6
Weaver Capital Management
Georgia
$10.3M -$6.7K -199 -0.1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.8M +$500K +14,846 +8%
UAG
8
United Advisor Group
Ohio
$5.78M +$1.83M +54,354 +49%
SRA
9
Secured Retirement Advisors
Minnesota
$4.53M -$81K -2,407 -2%
EFS
10
Essex Financial Services
Connecticut
$4.22M +$1.02M +30,339 +32%
Bank of America
11
Bank of America
North Carolina
$4.18M +$1.52M +45,035 +61%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$3.66M +$3.47M +103,124 +6,543%
VWA
13
Visionary Wealth Advisors
Illinois
$3.48M +$172K +5,103 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.42M +$979K +29,081 +42%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.38M -$43.8K -1,300 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.31M -$59.6K -1,770 -2%
LPL Financial
17
LPL Financial
California
$3.25M +$688K +20,442 +28%
SCM
18
Sage Capital Management
New Jersey
$3.05M +$362K +10,748 +14%
Creative Planning
19
Creative Planning
Kansas
$3M +$311K +9,227 +12%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.57M -$638K -18,960 -21%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.12M +$107K +3,186 +6%
Stifel Financial
22
Stifel Financial
Missouri
$2.09M +$14.9K +442 +0.7%
HP
23
Holistic Planning
Texas
$2.03M
FMN
24
Financial Management Network
California
$2.01M +$224K +6,650 +13%
SAM
25
S.A. Mason
Michigan
$1.88M +$353K +10,475 +24%

STXF Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q2 2024, worth a combined $176M — up 18% from $150M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new STXF positions and 3 closed out — a net gain of 12 holders — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.47M. The largest seller was Janney Montgomery Scott, cutting an estimated $638K.

  • 95 institutional investors held Strive 500 ETF (STXF) as of Q2 2024, up from 83 in Q1 2024.
  • Funds reported $176M of Strive 500 ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 15 funds opened new Strive 500 ETF positions in Q2 2024 and 3 closed out, a net change of +12 holders.
  • The largest Strive 500 ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $3.47M added.
  • The largest Strive 500 ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $638K sold.

Based on aggregated 13F filings for Q2 2024.