Strive 1000 Growth ETF
STXG
6 hedge funds and large institutions have $2.99M invested in Strive 1000 Growth ETF in 2023 Q1 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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
81% more capital invested
Capital invested by funds: $1.65M → $2.99M (+$1.34M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more funds holding
Funds holding: 5 → 6 (+1)
27.13% less ownership
Funds ownership: 62.52% → 35.39% (-27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.51M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$65.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$44.2K |
| 4 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$18.6K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$8.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$388K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$98K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$453 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $2.03M | +$1.51M | +56,241 | +355% |
|
|
2
Citadel Advisors
Miami,
Florida
| $590K | -$98K | -3,662 | -15% |
|
|
CAN
3
Cetera Advisor Networks
El Segundo,
California
| $293K | +$65.6K | +2,450 | +31% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $46.4K | +$44.2K | +1,651 | New |
|
|
ME
5
McIlrath & Eck
Arlington,
Washington
| $19.5K | +$18.6K | +693 | New |
|
|
AAS
6
Ameritas Advisory Services
Lincoln,
Nebraska
| $9.42K | +$8.97K | +335 | New |
|
|
WIM
7
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$388K | -14,044 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$453 | -18 | Closed |
|
STXG Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Growth ETF (STXG) for Q1 2023, worth a combined $2.99M — up 81% from $1.65M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new STXG positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $1.51M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $388K sold.
- 6 institutional investors held Strive 1000 Growth ETF (STXG) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $2.99M of Strive 1000 Growth ETF stock for Q1 2023, up 81% quarter-over-quarter.
- 3 funds opened new Strive 1000 Growth ETF positions in Q1 2023 and 2 closed out, a net change of +1 holder.
- The largest Strive 1000 Growth ETF buyer in Q1 2023 was WealthPLAN Partners, an estimated $1.51M added.
- The largest Strive 1000 Growth ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $388K sold.
Based on aggregated 13F filings for Q1 2023.