Strive 1000 Growth ETF
STXG
12 hedge funds and large institutions have $6.47M invested in Strive 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
117% more capital invested
Capital invested by funds: $2.99M → $6.47M (+$3.48M)
100% more funds holding
Funds holding: 6 → 12 (+6)
11.09% less ownership
Funds ownership: 35.39% → 24.3% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
+$697K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$631K |
| 3 |
SF
Safeguard Financial
Minocqua,
Wisconsin
|
+$391K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$266K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$9.42K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $2.29M | +$35.1K | +1,206 | +2% |
|
2
Citadel Advisors
Miami,
Florida
| $834K | +$166K | +5,688 | +27% |
|
|
EFG
3
Everhart Financial Group
Dublin,
Ohio
| $750K | +$697K | +23,948 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $679K | +$631K | +21,684 | New |
|
|
SF
5
Safeguard Financial
Minocqua,
Wisconsin
| $420K | +$391K | +13,441 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $338K | +$266K | +9,150 | +554% |
|
|
CAN
7
Cetera Advisor Networks
El Segundo,
California
| $324K | -$2.01K | -69 | -0.7% |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $244K | +$227K | +7,801 | New |
|
9
Jane Street
New York
| $241K | +$224K | +7,699 | New |
|
10
Commonwealth Equity Services
Waltham,
Massachusetts
| $212K | +$197K | +6,783 | New |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $107K | +$99.5K | +3,419 | New |
|
|
ME
12
McIlrath & Eck
Arlington,
Washington
| $21.7K | – | – | – |
|
|
AAS
13
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$9.42K | -335 | Closed |
|
STXG Hedge Fund Activity: Q2 2023 in Review
12 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Growth ETF (STXG) for Q2 2023, worth a combined $6.47M — up 117% from $2.99M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new STXG positions and 1 closed out — a net gain of 6 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Everhart Financial Group, opening a new position worth an estimated $697K. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $9.42K sold.
- 12 institutional investors held Strive 1000 Growth ETF (STXG) as of Q2 2023, up from 6 in Q1 2023.
- Funds reported $6.47M of Strive 1000 Growth ETF stock for Q2 2023, up 117% quarter-over-quarter.
- 7 funds opened new Strive 1000 Growth ETF positions in Q2 2023 and 1 closed out, a net change of +6 holders.
- The largest Strive 1000 Growth ETF buyer in Q2 2023 was Everhart Financial Group, an estimated $697K added.
- The largest Strive 1000 Growth ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $9.42K sold.
Based on aggregated 13F filings for Q2 2023.