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EA Series Trust Strive Small-Cap ETF
STXK

12 hedge funds and large institutions have $3.28M invested in EA Series Trust Strive Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

105% more capital invested

Capital invested by funds: $1.6M → $3.28M (+$1.68M)

71% more funds holding

Funds holding: 7 → 12 (+5)

4.81% less ownership

Funds ownership: 21.26% → 16.45% (-4.8%)

Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$441K
2
FMN
Financial Management Network
California
+$308K
3
EFG
Everhart Financial Group
Ohio
+$209K
4
SF
Safeguard Financial
Wisconsin
+$204K
5
Creative Planning
Creative Planning
Kansas
+$193K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$11.2K
2
AAS
Ameritas Advisory Services
Nebraska
-$2.27K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$1.1M +$48.1K +1,904 +5%
FMN
2
Financial Management Network
California
$933K +$308K +12,197 +54%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$464K +$441K +17,449 New
EFG
4
Everhart Financial Group
Ohio
$220K +$209K +8,263 New
SF
5
Safeguard Financial
Wisconsin
$214K +$204K +8,077 New
Creative Planning
6
Creative Planning
Kansas
$203K +$193K +7,647 New
Osaic Holdings
7
Osaic Holdings
Arizona
$85.5K +$77.2K +3,054 +1,885%
PA
8
Parallel Advisors
California
$31.9K +$30.3K +1,200 New
IGWM
9
ICA Group Wealth Management
Colorado
$16.5K +$5.06K +200 +48%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
JFA
11
JNBA Financial Advisors
Minnesota
$3.16K +$3.01K +119 New
IA
12
IFP Advisors
Florida
$1.22K +$1.16K +46 New
UBS Group
13
UBS Group
Switzerland
– -$11.2K -442 Closed
AAS
14
Ameritas Advisory Services
Nebraska
– -$2.27K -90 Closed

STXK Hedge Fund Activity: Q2 2023 in Review

12 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Strive Small-Cap ETF (STXK) for Q2 2023, worth a combined $3.28M — up 105% from $1.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new STXK positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $441K. The largest seller was UBS Group, exiting entirely with an estimated $11.2K sold.

  • 12 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q2 2023, up from 7 in Q1 2023.
  • Funds reported $3.28M of EA Series Trust Strive Small-Cap ETF stock for Q2 2023, up 105% quarter-over-quarter.
  • 7 funds opened new EA Series Trust Strive Small-Cap ETF positions in Q2 2023 and 2 closed out, a net change of +5 holders.
  • The largest EA Series Trust Strive Small-Cap ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $441K added.
  • The largest EA Series Trust Strive Small-Cap ETF seller in Q2 2023 was UBS Group, an estimated $11.2K sold.

Based on aggregated 13F filings for Q2 2023.