EA Series Trust Strive Small-Cap ETF
STXK
18 hedge funds and large institutions have $11.3M invested in EA Series Trust Strive Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
154% more capital invested
Capital invested by funds: $4.44M → $11.3M (+$6.83M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
18.79% more ownership
Funds ownership: 15.42% → 34.21% (+19%)
13% more funds holding
Funds holding: 16 → 18 (+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 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$16K |
| 5 |
SF
Safeguard Financial
Minocqua,
Wisconsin
|
+$11.8K |
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
18 of the 6,860 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 $11.3M — up 154% from $4.44M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new STXK positions and 4 closed out — a net gain of 2 holders — while 5 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.
- 18 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $11.3M of EA Series Trust Strive Small-Cap ETF stock for Q4 2023, up 154% 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.