EA Series Trust Strive Small-Cap ETF
STXK
19 hedge funds and large institutions have $12.5M invested in EA Series Trust Strive Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
130% more capital invested
Capital invested by funds: $5.42M → $12.5M (+$7.05M)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
19.01% more ownership
Funds ownership: 18.8% → 37.81% (+19%)
12% more funds holding
Funds holding: 17 → 19 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMN
Financial Management Network
Mission Viejo,
California
|
+$474K |
| 2 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$185K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$77.2K |
| 4 |
SG
StoneX Group
New York
|
+$55.7K |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$567K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$415K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$113K |
| 4 |
PP
PDS Planning
Dublin,
Ohio
|
-$15.5K |
| 5 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$8.62K |
STXK Hedge Fund Activity: Q4 2023 in Review
19 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Strive Small-Cap ETF (STXK) for Q4 2023, worth a combined $12.5M — up 130% from $5.42M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new STXK positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Financial Management Network, adding an estimated $474K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $567K sold.
- 19 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $12.5M of EA Series Trust Strive Small-Cap ETF stock for Q4 2023, up 130% quarter-over-quarter.
- 6 funds opened new EA Series Trust Strive Small-Cap ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest EA Series Trust Strive Small-Cap ETF buyer in Q4 2023 was Financial Management Network, an estimated $474K added.
- The largest EA Series Trust Strive Small-Cap ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $567K sold.
Based on aggregated 13F filings for Q4 2023.