We are live on ! Find out more
STXG icon

Strive 1000 Growth ETF
STXG

26 hedge funds and large institutions have $27.1M invested in Strive 1000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more funds holding

Funds holding: 16 → 26 (+10)

47% more capital invested

Capital invested by funds: $18.5M → $27.1M (+$8.65M)

0.46% more ownership

Funds ownership: 44.18% → 44.64% (+0.46%)

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
10
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HP
Holistic Planning
Texas
+$2.18M
2
DFG
Demars Financial Group
Washington
+$1.54M
3
OC
OxenFree Capital
Florida
+$586K
4
Osaic Holdings
Osaic Holdings
Arizona
+$382K
5
GS
GTS Securities
New York
+$367K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$428K
2
EFG
Everhart Financial Group
Ohio
-$2.87K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1
OxenFree Capital
Florida
$13M +$586K +16,336 +5%
HP
2
Holistic Planning
Texas
$3.44M +$2.18M +60,784 +197%
WP
3
WealthPLAN Partners
Nebraska
$3.16M +$291K +8,118 +11%
DFG
4
Demars Financial Group
Washington
$1.61M +$1.54M +42,968 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.24M +$382K +10,649 +48%
EFG
6
Everhart Financial Group
Ohio
$886K -$2.87K -80 -0.3%
SF
7
Safeguard Financial
Wisconsin
$662K +$6.7K +187 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$465K +$98.7K +2,752 +29%
GS
9
GTS Securities
New York
$384K +$367K +10,237 New
LPL Financial
10
LPL Financial
California
$342K +$327K +9,123 New
WCM
11
Whitener Capital Management
North Carolina
$337K +$23.3K +650 +8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$310K +$296K +8,268 New
VFG
13
Victory Financial Group
Texas
$244K – – –
KAS
14
Kestra Advisory Services
Texas
$232K +$222K +6,190 New
MCWS
15
McKinley Carter Wealth Services
West Virginia
$219K +$209K +5,829 New
EFS
16
Essex Financial Services
Connecticut
$205K +$196K +5,462 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$160K +$110K +3,079 +257%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$128K – – –
ME
19
McIlrath & Eck
Washington
$35.7K +$19.1K +534 +127%
FCA
20
FinTrust Capital Advisors
South Carolina
$33.7K +$32.2K +899 New
CP
21
Castleview Partners
Texas
$24K – – –
ITIM
22
Indiana Trust & Investment Management
Indiana
$9.37K – – –
CA
23
CoreCap Advisors
Michigan
$6K +$5.74K +160 New
UBS Group
24
UBS Group
Switzerland
$4.87K +$3.91K +109 +519%
AssetMark Inc
25
AssetMark Inc
California
$1.01K +$968 +27 New
1
2

STXG Hedge Fund Activity: Q1 2024 in Review

26 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Growth ETF (STXG) for Q1 2024, worth a combined $27.1M — up 47% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new STXG positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Holistic Planning, adding an estimated $2.18M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $428K sold.

  • 26 institutional investors held Strive 1000 Growth ETF (STXG) as of Q1 2024, up from 16 in Q4 2023.
  • Funds reported $27.1M of Strive 1000 Growth ETF stock for Q1 2024, up 47% quarter-over-quarter.
  • 11 funds opened new Strive 1000 Growth ETF positions in Q1 2024 and 1 closed out, a net change of +10 holders.
  • The largest Strive 1000 Growth ETF buyer in Q1 2024 was Holistic Planning, an estimated $2.18M added.
  • The largest Strive 1000 Growth ETF seller in Q1 2024 was Cetera Advisor Networks, an estimated $428K sold.

Based on aggregated 13F filings for Q1 2024.