Strive MidCap ETF
STXM
STXM was delisted on the 26th of March, 2026.
9 hedge funds and large institutions have $15.5M invested in Strive MidCap ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
4% more capital invested
Capital invested by funds: $14.9M → $15.5M (+$554K)
7.84% less ownership
Funds ownership: 87.03% → 79.19% (-7.8%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
OxenFree Capital
Satellite Beach,
Florida
|
+$269K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$53.1K |
| 3 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$28.5K |
| 4 |
JP Morgan Chase
New York
|
+$3.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$585K |
| 2 |
HP
Holistic Planning
Nacogdoches,
Texas
|
-$140K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$110K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$41.5K |
| 5 |
GFG
Grantvest Financial Group
Matawan,
New Jersey
|
-$5.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HP
1
Holistic Planning
Nacogdoches,
Texas
| $5.27M | -$140K | -5,093 | -3% |
|
|
OC
2
OxenFree Capital
Satellite Beach,
Florida
| $4.5M | +$269K | +9,774 | +7% |
|
|
AIM
3
Advyzon Investment Management
Lisle,
Illinois
| $3.81M | +$28.5K | +1,036 | +0.8% |
|
|
WP
4
WealthPLAN Partners
Omaha,
Nebraska
| $1.23M | -$110K | -3,998 | -8% |
|
|
GFG
5
Grantvest Financial Group
Matawan,
New Jersey
| $353K | -$5.99K | -218 | -2% |
|
|
GS
6
GTS Securities
New York
| $255K | -$585K | -21,285 | -70% |
|
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $55K | +$53.1K | +1,933 | New |
|
|
NS
8
NBC Securities
Birmingham,
Alabama
| $11.7K | – | – | – |
|
|
9
JP Morgan Chase
New York
| $3.87K | +$3.76K | +137 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$41.5K | -1,571 | Closed |
|
STXM Hedge Fund Activity: Q3 2025 in Review
9 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Strive MidCap ETF (STXM) for Q3 2025, worth a combined $15.5M — up 3.7% from $14.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new STXM positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was OxenFree Capital, adding an estimated $269K. The largest seller was GTS Securities, cutting an estimated $585K.
- 9 institutional investors held Strive MidCap ETF (STXM) as of Q3 2025, up from 8 in Q2 2025.
- Funds reported $15.5M of Strive MidCap ETF stock for Q3 2025, up 3.7% quarter-over-quarter.
- 2 funds opened new Strive MidCap ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest Strive MidCap ETF buyer in Q3 2025 was OxenFree Capital, an estimated $269K added.
- The largest Strive MidCap ETF seller in Q3 2025 was GTS Securities, an estimated $585K sold.
Based on aggregated 13F filings for Q3 2025.