Strive MidCap ETF
STXM
STXM was delisted on the 26th of March, 2026.
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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
36% more capital invested
Capital invested by funds: $8.85M → $12M (+$3.19M)
20% more funds holding
Funds holding: 5 → 6 (+1)
14.64% more ownership
Funds ownership: 69.45% → 84.1% (+15%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Holistic Planning
Nacogdoches,
Texas
|
+$240K |
| 2 |
OC
OxenFree Capital
Satellite Beach,
Florida
|
+$188K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$272K |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$179K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HP
1
Holistic Planning
Nacogdoches,
Texas
| $4.52M | +$240K | +8,973 | +5% |
|
|
OC
2
OxenFree Capital
Satellite Beach,
Florida
| $3.07M | +$188K | +7,005 | +6% |
|
|
AIM
3
Advyzon Investment Management
Lisle,
Illinois
| $2.96M | +$3.05M | +113,689 | New |
|
|
WP
4
WealthPLAN Partners
Omaha,
Nebraska
| $1.22M | -$179K | -6,694 | -12% |
|
|
GFG
5
Grantvest Financial Group
Matawan,
New Jersey
| $261K | +$269K | +10,021 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.58K | +$2.65K | +99 | New |
|
|
GS
7
GTS Securities
New York
| – | -$272K | -10,470 | Closed |
|
|
NS
8
NBC Securities
Birmingham,
Alabama
| – | -$10K | -415 | Closed |
|
STXM Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Strive MidCap ETF (STXM) for Q4 2024, worth a combined $12M — up 36% from $8.85M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new STXM positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Holistic Planning, adding an estimated $240K. The largest seller was GTS Securities, exiting entirely with an estimated $272K sold.
- 6 institutional investors held Strive MidCap ETF (STXM) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $12M of Strive MidCap ETF stock for Q4 2024, up 36% quarter-over-quarter.
- 3 funds opened new Strive MidCap ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest Strive MidCap ETF buyer in Q4 2024 was Holistic Planning, an estimated $240K added.
- The largest Strive MidCap ETF seller in Q4 2024 was GTS Securities, an estimated $272K sold.
Based on aggregated 13F filings for Q4 2024.