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STXF

Strive 500 ETF

116 hedge funds and large institutions have $257M invested in Strive 500 ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

3% less funds holding

Funds holding: 119116 (-3)

4.6% less ownership

Funds ownership: 38.18%33.58% (-4.6%)

12% less capital invested

Capital invested by funds: $293M → $257M (-$35.2M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
54
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$27.2M +$3.14M +82,712 +11%
Raymond James Financial
2
Raymond James Financial
Florida
$20.2M -$449K -11,826 -2%
UBS Group
3
UBS Group
Switzerland
$14.7M +$1.63M +42,922 +12%
Truist Financial
4
Truist Financial
North Carolina
$14.1M +$130K +3,419 +0.9%
EFG
5
Ethos Financial Group
Pennsylvania
$13.6M -$1.93M -50,953 -12%
WCM
6
Weaver Capital Management
Georgia
$10.5M -$93.2K -2,456 -0.8%
UAG
7
United Advisor Group
Ohio
$10.4M +$1.04M +27,417 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.71M +$5.83M +153,604 +175%
HP
9
Holistic Planning
Texas
$8.7M +$1.01M +26,738 +12%
SRA
10
Secured Retirement Advisors
Minnesota
$8.6M +$4.29M +112,983 +90%
SAM
11
Strive Asset Management
Ohio
$7.99M +$7.9M +208,280 +1,578%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.43M -$4.73M -124,646 -41%
LPL Financial
13
LPL Financial
California
$6.33M +$859K +22,643 +15%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.37M +$425K +11,197 +8%
EFS
15
Essex Financial Services
Connecticut
$5.06M +$149K +3,921 +3%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$4.64M +$2.09M +54,955 +74%
Bank of America
17
Bank of America
North Carolina
$4.55M -$153K -4,020 -3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.22M +$158K +4,173 +4%
SCM
19
Sage Capital Management
New Jersey
$4.12M +$617K +16,272 +17%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$3.95M +$3.1M +81,642 +292%
Creative Planning
21
Creative Planning
Kansas
$3.27M -$197K -5,190 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.17M +$228K +6,011 +7%
SA
23
Sanctuary Advisors
Indiana
$3.16M +$4.21K +111 +0.1%
VWA
24
Visionary Wealth Advisors
Illinois
$3.08M -$454K -11,978 -12%
WIA
25
World Investment Advisors
California
$2.59M -$274K -7,220 -9%

STXF Hedge Fund Activity: Q1 2025 in Review

116 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q1 2025, worth a combined $257M — down 12% from $293M a quarter earlier.

Fund positioning in STXF was balanced in Q1 2025: 10 funds opened new positions, 10 closed out, 54 added to existing stakes and 25 trimmed.

The largest buyer was Strive Asset Management, adding an estimated $7.9M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $16.2M sold.

  • 116 institutional investors held Strive 500 ETF (STXF) as of Q1 2025, down from 119 in Q4 2024.
  • Funds reported $257M of Strive 500 ETF stock for Q1 2025, down 12% quarter-over-quarter.
  • 10 funds opened new Strive 500 ETF positions in Q1 2025 and 10 closed out, a net change of 0 holders.
  • The largest Strive 500 ETF buyer in Q1 2025 was Strive Asset Management, an estimated $7.9M added.
  • The largest Strive 500 ETF seller in Q1 2025 was Almanack Investment Partners, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2025.