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Strive 1000 Growth ETF

35 hedge funds and large institutions have $109M invested in Strive 1000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

141% more capital invested

Capital invested by funds: $45.4M → $109M (+$63.7M)

89.51% more ownership

Funds ownership: 48.26%137.77% (+90%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 2935 (+6)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
11
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1
Demars Financial Group
Washington
$45.7M +$83.5M +1,932,502 +3,779%
OC
2
OxenFree Capital
Florida
$17.1M +$778K +18,023 +5%
HP
3
Holistic Planning
Texas
$13.6M +$758K +17,548 +6%
AIM
4
Advyzon Investment Management
Illinois
$8.56M +$8.51M +197,070 New
WP
5
WealthPLAN Partners
Nebraska
$5.15M +$315K +7,285 +7%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.49M +$3.47M +80,451 New
OPS
7
Orion Portfolio Solutions
Nebraska
$3.49M +$3.47M +80,451 New
SG
8
StoneX Group
New York
$2.44M +$2.42M +56,129 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.16M +$133K +3,069 +7%
EFG
10
Everhart Financial Group
Ohio
$1.38M -$7.3K -169 -0.5%
SF
11
Safeguard Financial
Wisconsin
$969K +$17.1K +395 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$643K +$640K +14,818 New
LPL Financial
13
LPL Financial
California
$545K +$23.2K +537 +4%
EFS
14
Essex Financial Services
Connecticut
$531K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$421K -$15.7K -363 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$410K +$8.42K +195 +2%
TC
17
Trilogy Capital
California
$399K -$1.6K -37 -0.4%
WCM
18
Whitener Capital Management
North Carolina
$390K
KAS
19
Kestra Advisory Services
Texas
$345K +$79.8K +1,847 +30%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$249K
VFG
21
Victory Financial Group
Texas
$232K +$231K +5,346 New
Stifel Financial
22
Stifel Financial
Missouri
$229K +$228K +5,271 New
HH
23
Hilltop Holdings
Texas
$226K
Citadel Advisors
24
Citadel Advisors
Florida
$211K +$209K +4,851 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$148K

STXG Hedge Fund Activity: Q4 2024 in Review

35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Growth ETF (STXG) for Q4 2024, worth a combined $109M — up 141% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new STXG positions and 4 closed out — a net gain of 7 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $83.5M. The largest seller was GTS Securities, exiting entirely with an estimated $2.85M sold.

  • 35 institutional investors held Strive 1000 Growth ETF (STXG) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $109M of Strive 1000 Growth ETF stock for Q4 2024, up 141% quarter-over-quarter.
  • 11 funds opened new Strive 1000 Growth ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest Strive 1000 Growth ETF buyer in Q4 2024 was Demars Financial Group, an estimated $83.5M added.
  • The largest Strive 1000 Growth ETF seller in Q4 2024 was GTS Securities, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2024.