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STXF

Strive 500 ETF

129 hedge funds and large institutions have $366M invested in Strive 500 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

16% more capital invested

Capital invested by funds: $317M → $366M (+$49.6M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more funds holding

Funds holding: 116129 (+13)

1.58% more ownership

Funds ownership: 34.13%35.71% (+1.6%)

Holders
129
Holders Change
+13
Holders Change %
+11.21%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
18
Increased
50
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$41.9M +$3.43M +82,574 +9%
SAM
2
Strive Asset Management
Ohio
$26.6M +$1.29M +31,171 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$25.6M +$577K +13,897 +2%
Truist Financial
4
Truist Financial
North Carolina
$18.7M +$35.5K +856 +0.2%
Stifel Financial
5
Stifel Financial
Missouri
$15.4M +$5.67M +136,581 +62%
UAG
6
United Advisor Group
Ohio
$15.3M +$1.4M +33,860 +11%
HP
7
Holistic Planning
Texas
$14M +$2.57M +61,914 +24%
EFG
8
Ethos Financial Group
Pennsylvania
$12.4M -$2.24M -53,969 -16%
WCM
9
Weaver Capital Management
Georgia
$11.7M -$357K -8,610 -3%
LPL Financial
10
LPL Financial
California
$9.78M +$1.41M +33,906 +18%
SRA
11
Secured Retirement Advisors
Minnesota
$9.35M -$799K -19,261 -8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.71M -$116K -2,788 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.16M -$2.51M -60,384 -24%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$8.15M +$1.58M +37,973 +25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.46M +$161K +3,869 +3%
EFS
16
Essex Financial Services
Connecticut
$6.34M +$214K +5,169 +4%
UBS Group
17
UBS Group
Switzerland
$5.9M -$39.1K -942 -0.7%
SCM
18
Sage Capital Management
New Jersey
$5.58M +$554K +13,362 +12%
Bank of America
19
Bank of America
North Carolina
$5.49M +$36.5K +879 +0.7%
FG
20
Fairman Group
Pennsylvania
$4.63M +$12.1K +291 +0.3%
Goldman Sachs
21
Goldman Sachs
New York
$4.53M +$2.05M +49,457 +89%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.24M +$325K +7,836 +9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.09M -$1.05M -25,337 -21%
SA
24
Sanctuary Advisors
Indiana
$3.78M
SFO
25
Stenger Family Office
Illinois
$3.76M +$3.52M +84,755 New

STXF Hedge Fund Activity: Q3 2025 in Review

129 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q3 2025, worth a combined $366M — up 16% from $317M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STXF positions and 4 closed out — a net gain of 14 holders — while 50 added to existing stakes and 37 trimmed.

The largest buyer was Stifel Financial, adding an estimated $5.67M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.51M.

  • 129 institutional investors held Strive 500 ETF (STXF) as of Q3 2025, up from 116 in Q2 2025.
  • Funds reported $366M of Strive 500 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 18 funds opened new Strive 500 ETF positions in Q3 2025 and 4 closed out, a net change of +14 holders.
  • The largest Strive 500 ETF buyer in Q3 2025 was Stifel Financial, an estimated $5.67M added.
  • The largest Strive 500 ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2025.