We are live on ! Find out more
STXF

Strive 500 ETF

119 hedge funds and large institutions have $293M invested in Strive 500 ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

236% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 14

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

52% more capital invested

Capital invested by funds: $192M → $293M (+$100M)

23% more funds holding

Funds holding: 97119 (+22)

8.81% more ownership

Funds ownership: 29.37%38.18% (+8.8%)

Holders
119
Holders Change
+22
Holders Change %
+22.68%
% of All Funds
1.57%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
32
Increased
47
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1
Stenger Family Office
Illinois
$29.7M +$29.8M +784,622 New
OC
2
OxenFree Capital
Florida
$27.9M +$1.49M +39,238 +6%
Raymond James Financial
3
Raymond James Financial
Florida
$21.6M +$21.7M +572,174 New
AIP
4
Almanack Investment Partners
Pennsylvania
$16.2M +$16.2M +427,594 New
EFG
5
Ethos Financial Group
Pennsylvania
$16.1M +$16.2M +427,094 New
Truist Financial
6
Truist Financial
North Carolina
$14.6M +$1.15M +30,243 +8%
UBS Group
7
UBS Group
Switzerland
$13.8M +$312K +8,229 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.5M -$160K -4,208 -1%
WCM
9
Weaver Capital Management
Georgia
$11.1M -$65.4K -1,723 -0.6%
UAG
10
United Advisor Group
Ohio
$9.89M +$2.89M +76,041 +41%
HP
11
Holistic Planning
Texas
$8.11M +$4.73M +124,589 +138%
LPL Financial
12
LPL Financial
California
$5.78M +$895K +23,587 +18%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.2M +$1.25M +32,997 +32%
EFS
14
Essex Financial Services
Connecticut
$5.16M +$184K +4,845 +4%
Bank of America
15
Bank of America
North Carolina
$4.92M +$340K +8,953 +7%
SRA
16
Secured Retirement Advisors
Minnesota
$4.74M -$28.8K -760 -0.6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.26M +$91.3K +2,406 +2%
SCM
18
Sage Capital Management
New Jersey
$3.7M -$188K -4,955 -5%
VWA
19
Visionary Wealth Advisors
Illinois
$3.68M +$313K +8,251 +9%
Creative Planning
20
Creative Planning
Kansas
$3.62M +$338K +8,901 +10%
Two Sigma Investments
21
Two Sigma Investments
New York
$3.59M +$3.61M +95,000 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.49M +$204K +5,371 +6%
SA
23
Sanctuary Advisors
Indiana
$3.42M +$2.97M +78,157 +838%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.32M -$23.6K -622 -0.7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.09M +$770K +20,288 +33%

STXF Hedge Fund Activity: Q4 2024 in Review

119 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q4 2024, worth a combined $293M — up 52% from $192M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new STXF positions and 7 closed out — a net gain of 25 holders — while 47 added to existing stakes and 14 trimmed.

The largest buyer was Almanack Investment Partners, opening a new position worth an estimated $16.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.62M sold.

  • 119 institutional investors held Strive 500 ETF (STXF) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $293M of Strive 500 ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 32 funds opened new Strive 500 ETF positions in Q4 2024 and 7 closed out, a net change of +25 holders.
  • The largest Strive 500 ETF buyer in Q4 2024 was Almanack Investment Partners, an estimated $16.2M added.
  • The largest Strive 500 ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2024.