We are live on ! Find out more
STXK icon

EA Series Trust Strive Small-Cap ETF

30 hedge funds and large institutions have $26.8M invested in EA Series Trust Strive Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

15% more capital invested

Capital invested by funds: $23.3M → $26.8M (+$3.49M)

11% more funds holding

Funds holding: 2730 (+3)

3.49% more ownership

Funds ownership: 42.32%45.81% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
14
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$8.38M +$414K +12,849 +5%
FMN
2
Financial Management Network
California
$3.48M +$81.4K +2,526 +2%
WP
3
WealthPLAN Partners
Nebraska
$2.44M +$347K +10,777 +16%
HP
4
Holistic Planning
Texas
$2.26M +$81.6K +2,531 +4%
SG
5
StoneX Group
New York
$1.73M +$1.78M +55,280 New
AIM
6
Advyzon Investment Management
Illinois
$1.2M +$1.24M +38,406 New
GS
7
GTS Securities
New York
$976K -$464K -14,388 -32%
PCMU
8
Paragon Capital Management (Utah)
Utah
$822K -$17.4K -541 -2%
CPIG
9
Chicago Partners Investment Group
Illinois
$744K +$92.4K +2,867 +14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$627K -$363K -11,260 -36%
WIA
11
World Investment Advisors
California
$582K +$88K +2,730 +17%
PP
12
PDS Planning
Ohio
$502K -$31.4K -975 -6%
EFS
13
Essex Financial Services
Connecticut
$479K
PI
14
PFG Investments
New York
$454K +$118K +3,657 +34%
EFG
15
Everhart Financial Group
Ohio
$374K -$1.19K -37 -0.3%
Creative Planning
16
Creative Planning
Kansas
$329K +$92.7K +2,876 +38%
SF
17
Safeguard Financial
Wisconsin
$297K +$75.4K +2,340 +33%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$268K +$43.2K +1,340 +19%
Raymond James Financial
19
Raymond James Financial
Florida
$264K +$272K +8,427 New
Osaic Holdings
20
Osaic Holdings
Arizona
$248K +$7.54K +234 +3%
LPL Financial
21
LPL Financial
California
$247K +$48.2K +1,495 +23%
UBS Group
22
UBS Group
Switzerland
$39K +$40.2K +1,246 New
PA
23
Parallel Advisors
California
$32.8K +$4.84K +150 +17%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$29K
JFA
25
JNBA Financial Advisors
Minnesota
$11.1K -$1.94K -60 -14%

STXK Hedge Fund Activity: Q4 2024 in Review

30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Strive Small-Cap ETF (STXK) for Q4 2024, worth a combined $26.8M — up 15% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new STXK positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was StoneX Group, opening a new position worth an estimated $1.78M. The largest seller was GTS Securities, cutting an estimated $464K.

  • 30 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $26.8M of EA Series Trust Strive Small-Cap ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 6 funds opened new EA Series Trust Strive Small-Cap ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
  • The largest EA Series Trust Strive Small-Cap ETF buyer in Q4 2024 was StoneX Group, an estimated $1.78M added.
  • The largest EA Series Trust Strive Small-Cap ETF seller in Q4 2024 was GTS Securities, an estimated $464K sold.

Based on aggregated 13F filings for Q4 2024.