We are live on ! Find out more
STXF

Strive 500 ETF

116 hedge funds and large institutions have $317M invested in Strive 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 61 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 22

23% more capital invested

Capital invested by funds: $257M → $317M (+$59.5M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.55% more ownership

Funds ownership: 33.58%34.13% (+0.55%)

0% more funds holding

Funds holding: 116116 (0)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
61
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$35.2M +$2.22M +60,149 +7%
SAM
2
Strive Asset Management
Ohio
$23.4M +$13.4M +362,467 +164%
Raymond James Financial
3
Raymond James Financial
Florida
$23.2M +$667K +18,074 +3%
Truist Financial
4
Truist Financial
North Carolina
$17.3M +$1.55M +41,917 +11%
EFG
5
Ethos Financial Group
Pennsylvania
$13.7M -$1.27M -34,399 -9%
UAG
6
United Advisor Group
Ohio
$12.9M +$1.18M +31,998 +11%
WCM
7
Weaver Capital Management
Georgia
$11.2M -$349K -9,462 -3%
HP
8
Holistic Planning
Texas
$10.5M +$797K +21,589 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.99M +$290K +7,848 +3%
SRA
10
Secured Retirement Advisors
Minnesota
$9.44M -$98.3K -2,661 -1%
Stifel Financial
11
Stifel Financial
Missouri
$8.85M +$6.51M +176,237 +394%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.19M +$3.23M +87,546 +75%
LPL Financial
13
LPL Financial
California
$7.71M +$622K +16,851 +10%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.06M +$826K +22,353 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.83M -$1.21M -32,769 -18%
EFS
16
Essex Financial Services
Connecticut
$5.68M +$45.7K +1,237 +0.9%
UBS Group
17
UBS Group
Switzerland
$5.51M -$9.99M -270,382 -66%
Bank of America
18
Bank of America
North Carolina
$5.05M +$2.07K +56 +0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.81M -$1.06M -28,743 -19%
SCM
20
Sage Capital Management
New Jersey
$4.64M +$55.2K +1,494 +1%
FG
21
Fairman Group
Pennsylvania
$4.28M +$1.1M +29,755 +39%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.62M +$94.4K +2,555 +3%
SA
23
Sanctuary Advisors
Indiana
$3.5M -$4.1K -111 -0.1%
VWA
24
Visionary Wealth Advisors
Illinois
$3.49M +$64.3K +1,740 +2%
Creative Planning
25
Creative Planning
Kansas
$3.19M -$407K -11,033 -12%

STXF Hedge Fund Activity: Q2 2025 in Review

116 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q2 2025, worth a combined $317M — up 23% from $257M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new STXF positions and 11 closed out — a net gain of 1 holder — while 61 added to existing stakes and 22 trimmed.

The largest buyer was Strive Asset Management, adding an estimated $13.4M. The largest seller was UBS Group, cutting an estimated $9.99M.

  • 116 institutional investors held Strive 500 ETF (STXF) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $317M of Strive 500 ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 12 funds opened new Strive 500 ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest Strive 500 ETF buyer in Q2 2025 was Strive Asset Management, an estimated $13.4M added.
  • The largest Strive 500 ETF seller in Q2 2025 was UBS Group, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2025.