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Strive MidCap ETF

6 hedge funds and large institutions have $12M invested in Strive MidCap ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HP
1
Holistic Planning
Texas
$4.52M +$233K +8,973 +5%
OC
2
OxenFree Capital
Florida
$3.07M +$182K +7,005 +6%
AIM
3
Advyzon Investment Management
Illinois
$2.96M +$2.96M +113,689 New
WP
4
WealthPLAN Partners
Nebraska
$1.22M -$174K -6,694 -12%
GFG
5
Grantvest Financial Group
New Jersey
$261K +$261K +10,021 New
UBS Group
6
UBS Group
Switzerland
$2.58K +$2.58K +99 New
GS
7
GTS Securities
New York
-$272K -10,470 Closed
NS
8
NBC Securities
Alabama
-$10K -415 Closed