Strive Total Return Bond ETF
STXT
10 hedge funds and large institutions have $60M invested in Strive Total Return Bond ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.
150% more funds holding
Funds holding: 4 → 10 (+6)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
55% more capital invested
Capital invested by funds: $38.6M → $60M (+$21.4M)
14.55% more ownership
Funds ownership: 78.75% → 93.29% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
TCP Asset Management
Columbus,
Ohio
|
+$6.95M |
| 2 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$1.4M |
| 3 |
GS
GTS Securities
New York
|
+$200K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$190K |
| 5 |
Jane Street
New York
|
+$115K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
1
McIlrath & Eck
Arlington,
Washington
| $40.5M | +$1.4M | +70,720 | +4% |
|
|
OC
2
OxenFree Capital
Satellite Beach,
Florida
| $9.93M | +$9.59M | +484,667 | New |
|
|
TAM
3
TCP Asset Management
Columbus,
Ohio
| $7.2M | +$6.95M | +351,444 | New |
|
|
WP
4
WealthPLAN Partners
Omaha,
Nebraska
| $756K | +$97.6K | +4,933 | +15% |
|
|
5
Jane Street
New York
| $535K | +$115K | +5,788 | +28% |
|
|
HP
6
Holistic Planning
Nacogdoches,
Texas
| $403K | +$389K | +19,679 | New |
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $238K | +$4.59K | +232 | +2% |
|
|
GS
8
GTS Securities
New York
| $207K | +$200K | +10,100 | New |
|
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $197K | +$190K | +9,597 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $73.8K | +$71.3K | +3,604 | New |
|
STXT Hedge Fund Activity: Q4 2023 in Review
10 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strive Total Return Bond ETF (STXT) for Q4 2023, worth a combined $60M — up 55% from $38.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new STXT positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was TCP Asset Management, opening a new position worth an estimated $6.95M.
- 10 institutional investors held Strive Total Return Bond ETF (STXT) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $60M of Strive Total Return Bond ETF stock for Q4 2023, up 55% quarter-over-quarter.
- 6 funds opened new Strive Total Return Bond ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
- The largest Strive Total Return Bond ETF buyer in Q4 2023 was TCP Asset Management, an estimated $6.95M added.
Based on aggregated 13F filings for Q4 2023.