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EA Series Trust Strive Small-Cap ETF
STXK

16 hedge funds and large institutions have $4.44M invested in EA Series Trust Strive Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

35% more capital invested

Capital invested by funds: $3.28M → $4.44M (+$1.15M)

33% more funds holding

Funds holding: 12 → 16 (+4)

1.04% less ownership

Funds ownership: 16.45% → 15.42% (-1%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$438K
2
PP
PDS Planning
Ohio
+$368K
3
FMN
Financial Management Network
California
+$147K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$135K
5
IA
IFP Advisors
Florida
+$118K

Top Sellers

Rank Fund Capital Flow
1
IGWM
ICA Group Wealth Management
Colorado
-$16.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$1.15M +$116K +4,368 +11%
FMN
2
Financial Management Network
California
$988K +$147K +5,521 +16%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$567K +$135K +5,052 +29%
Citadel Advisors
4
Citadel Advisors
Florida
$415K +$438K +16,452 New
PP
5
PDS Planning
Ohio
$348K +$368K +13,829 New
Creative Planning
6
Creative Planning
Kansas
$231K +$40.4K +1,517 +20%
EFG
7
Everhart Financial Group
Ohio
$208K – – –
SF
8
Safeguard Financial
Wisconsin
$204K +$400 +15 +0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$153K +$75.6K +2,839 +88%
IA
10
IFP Advisors
Florida
$113K +$118K +4,430 +9,630%
PA
11
Parallel Advisors
California
$30.2K – – –
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$8.62K +$9.11K +342 New
ITIM
14
Indiana Trust & Investment Management
Indiana
$3.78K +$4K +150 New
JFA
15
JNBA Financial Advisors
Minnesota
$3K – – –
UBS Group
16
UBS Group
Switzerland
$328 +$346 +13 New
IGWM
17
ICA Group Wealth Management
Colorado
– -$16.5K -620 Closed

STXK Hedge Fund Activity: Q3 2023 in Review

16 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Strive Small-Cap ETF (STXK) for Q3 2023, worth a combined $4.44M — up 35% from $3.28M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STXK positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $438K. The largest seller was ICA Group Wealth Management, exiting entirely with an estimated $16.5K sold.

  • 16 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q3 2023, up from 12 in Q2 2023.
  • Funds reported $4.44M of EA Series Trust Strive Small-Cap ETF stock for Q3 2023, up 35% quarter-over-quarter.
  • 5 funds opened new EA Series Trust Strive Small-Cap ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest EA Series Trust Strive Small-Cap ETF buyer in Q3 2023 was Citadel Advisors, an estimated $438K added.
  • The largest EA Series Trust Strive Small-Cap ETF seller in Q3 2023 was ICA Group Wealth Management, an estimated $16.5K sold.

Based on aggregated 13F filings for Q3 2023.