EA Series Trust Strive Small-Cap ETF
STXK
7 hedge funds and large institutions have $1.6M invested in EA Series Trust Strive Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
82% more capital invested
Capital invested by funds: $882K → $1.6M (+$723K)
40% more funds holding
Funds holding: 5 → 7 (+2)
14.61% less ownership
Funds ownership: 35.87% → 21.26% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.02M |
| 2 |
FMN
Financial Management Network
Mission Viejo,
California
|
+$110K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.5K |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$10.9K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$2.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$410K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $998K | +$1.02M | +39,418 | New |
|
|
FMN
2
Financial Management Network
Mission Viejo,
California
| $566K | +$110K | +4,239 | +23% |
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $13K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $11.2K | +$11.5K | +442 | New |
|
|
IGWM
5
ICA Group Wealth Management
Denver,
Colorado
| $10.6K | +$10.9K | +420 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $4.07K | +$1.82K | +70 | +76% |
|
|
AAS
7
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.27K | +$2.34K | +90 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$410K | -16,738 | Closed |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | -$1K | -33 | Closed |
|
STXK Hedge Fund Activity: Q1 2023 in Review
7 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Strive Small-Cap ETF (STXK) for Q1 2023, worth a combined $1.6M — up 82% from $882K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new STXK positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $1.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $410K sold.
- 7 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $1.6M of EA Series Trust Strive Small-Cap ETF stock for Q1 2023, up 82% quarter-over-quarter.
- 4 funds opened new EA Series Trust Strive Small-Cap ETF positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest EA Series Trust Strive Small-Cap ETF buyer in Q1 2023 was WealthPLAN Partners, an estimated $1.02M added.
- The largest EA Series Trust Strive Small-Cap ETF seller in Q1 2023 was Citadel Advisors, an estimated $410K sold.
Based on aggregated 13F filings for Q1 2023.