Strive MidCap ETF
STXM
STXM was delisted on the 26th of March, 2026.
10 hedge funds and large institutions have $14.3M invested in Strive MidCap ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
8% less capital invested
Capital invested by funds: $15.5M → $14.3M (-$1.17M)
11.31% less ownership
Funds ownership: 79.19% → 67.89% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$904K |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$397K |
| 3 |
GS
GTS Securities
New York
|
+$334K |
| 4 |
OC
OxenFree Capital
Satellite Beach,
Florida
|
+$132K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$31.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
-$1.84M |
| 2 |
HP
Holistic Planning
Nacogdoches,
Texas
|
-$1.08M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$87.6K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$55K |
| 5 |
JP Morgan Chase
New York
|
-$3.87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
1
OxenFree Capital
Satellite Beach,
Florida
| $4.62M | +$132K | +4,640 | +3% |
|
|
HP
2
Holistic Planning
Nacogdoches,
Texas
| $4.24M | -$1.08M | -38,060 | -20% |
|
|
AIM
3
Advyzon Investment Management
Lisle,
Illinois
| $2M | -$1.84M | -64,716 | -48% |
|
|
WP
4
WealthPLAN Partners
Omaha,
Nebraska
| $1.15M | -$87.6K | -3,084 | -7% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $908K | +$904K | +31,842 | New |
|
|
GS
6
GTS Securities
New York
| $593K | +$334K | +11,778 | +130% |
|
|
APP
7
Avantax Planning Partners
Dubuque,
Iowa
| $399K | +$397K | +13,980 | New |
|
|
GFG
8
Grantvest Financial Group
Matawan,
New Jersey
| $371K | +$14.8K | +520 | +4% |
|
|
KAS
9
Kestra Advisory Services
Austin,
Texas
| $31.6K | +$31.4K | +1,107 | New |
|
|
NS
10
NBC Securities
Birmingham,
Alabama
| $11.8K | – | – | – |
|
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$55K | -1,933 | Closed |
|
|
12
JP Morgan Chase
New York
| – | -$3.87K | -137 | Closed |
|
STXM Hedge Fund Activity: Q4 2025 in Review
10 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Strive MidCap ETF (STXM) for Q4 2025, worth a combined $14.3M — down 7.5% from $15.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new STXM positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $904K. The largest seller was Advyzon Investment Management, cutting an estimated $1.84M.
- 10 institutional investors held Strive MidCap ETF (STXM) as of Q4 2025, up from 9 in Q3 2025.
- Funds reported $14.3M of Strive MidCap ETF stock for Q4 2025, down 7.5% quarter-over-quarter.
- 3 funds opened new Strive MidCap ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
- The largest Strive MidCap ETF buyer in Q4 2025 was Cambridge Investment Research Advisors, an estimated $904K added.
- The largest Strive MidCap ETF seller in Q4 2025 was Advyzon Investment Management, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2025.