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Strive Total Return Bond ETF

27 hedge funds and large institutions have $118M invested in Strive Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

29% more funds holding

Funds holding: 2127 (+6)

10% more capital invested

Capital invested by funds: $107M → $118M (+$10.6M)

0.73% more ownership

Funds ownership: 87.27%88% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$63.1M +$3.66M +183,476 +6%
TAM
2
TCP Asset Management
Ohio
$17.7M +$763K +38,247 +5%
OC
3
OxenFree Capital
Florida
$13.9M +$1.03M +51,718 +8%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.84M +$169K +8,458 +2%
SG
5
StoneX Group
New York
$3.08M +$62K +3,108 +2%
HP
6
Holistic Planning
Texas
$2.61M +$386K +19,345 +18%
WP
7
WealthPLAN Partners
Nebraska
$2.31M +$925K +46,328 +68%
AIM
8
Advyzon Investment Management
Illinois
$1.2M +$365K +18,278 +44%
EFG
9
Ethos Financial Group
Pennsylvania
$562K
AWA
10
Authentikos Wealth Advisory
California
$494K +$490K +24,545 New
BCI
11
Brinker Capital Investments
Pennsylvania
$394K +$39.7K +1,991 +11%
OPS
12
Orion Portfolio Solutions
Nebraska
$394K +$39.7K +1,991 +11%
GS
13
GWN Securities
Florida
$349K +$347K +17,366 New
KAS
14
Kestra Advisory Services
Texas
$318K +$315K +15,787 New
Jane Street
15
Jane Street
New York
$311K +$308K +15,455 New
Citadel Advisors
16
Citadel Advisors
Florida
$303K -$187K -9,370 -38%
HI
17
Harbour Investments
Wisconsin
$285K +$150K +7,536 +113%
TC
18
Trilogy Capital
California
$264K +$31.6K +1,582 +14%
BW
19
Balance Wealth
Ohio
$256K +$254K +12,740 New
GFG
20
Grantvest Financial Group
New Jersey
$231K -$2.14K -107 -0.9%
FTUS
21
Flow Traders U.S.
New York
$213K +$212K +10,600 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$193K
Osaic Holdings
23
Osaic Holdings
Arizona
$112K -$21.4K -1,071 -16%
ACA
24
Aptus Capital Advisors
Alabama
$54.6K
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.6K

STXT Hedge Fund Activity: Q1 2025 in Review

27 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Strive Total Return Bond ETF (STXT) for Q1 2025, worth a combined $118M — up 9.9% from $107M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STXT positions and 2 closed out — a net gain of 6 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was McIlrath & Eck, adding an estimated $3.66M. The largest seller was GTS Securities, exiting entirely with an estimated $390K sold.

  • 27 institutional investors held Strive Total Return Bond ETF (STXT) as of Q1 2025, up from 21 in Q4 2024.
  • Funds reported $118M of Strive Total Return Bond ETF stock for Q1 2025, up 9.9% quarter-over-quarter.
  • 8 funds opened new Strive Total Return Bond ETF positions in Q1 2025 and 2 closed out, a net change of +6 holders.
  • The largest Strive Total Return Bond ETF buyer in Q1 2025 was McIlrath & Eck, an estimated $3.66M added.
  • The largest Strive Total Return Bond ETF seller in Q1 2025 was GTS Securities, an estimated $390K sold.

Based on aggregated 13F filings for Q1 2025.