Strive 1000 Value ETF
STXV
26 hedge funds and large institutions have $54.5M invested in Strive 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
8% more funds holding
Funds holding: 24 → 26 (+2)
7% more capital invested
Capital invested by funds: $50.9M → $54.5M (+$3.6M)
3.07% less ownership
Funds ownership: 86.64% → 83.57% (-3.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$1.53M |
| 2 |
Rockefeller Capital Management
New York
|
+$972K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$320K |
| 4 |
OC
OxenFree Capital
Satellite Beach,
Florida
|
+$317K |
| 5 |
SG
StoneX Group
New York
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.02M |
| 2 |
HP
Holistic Planning
Nacogdoches,
Texas
|
-$366K |
| 3 |
SF
Safeguard Financial
Minocqua,
Wisconsin
|
-$113K |
| 4 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
-$72.9K |
| 5 |
PCWA
Pacific Capital Wealth Advisors
Corona,
California
|
-$60.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $26 | – | – | – |
|
|
PCWA
27
Pacific Capital Wealth Advisors
Corona,
California
| – | -$60.5K | -2,050 | Closed |
|
|
CP
28
Castleview Partners
Dallas,
Texas
| – | -$16.2K | -551 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$1.39K | -47 | Closed |
|
STXV Hedge Fund Activity: Q1 2025 in Review
26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q1 2025, worth a combined $54.5M — up 7.1% from $50.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STXV positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $1.53M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.02M.
- 26 institutional investors held Strive 1000 Value ETF (STXV) as of Q1 2025, up from 24 in Q4 2024.
- Funds reported $54.5M of Strive 1000 Value ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
- 5 funds opened new Strive 1000 Value ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
- The largest Strive 1000 Value ETF buyer in Q1 2025 was GTS Securities, an estimated $1.53M added.
- The largest Strive 1000 Value ETF seller in Q1 2025 was Janney Montgomery Scott, an estimated $1.02M sold.
Based on aggregated 13F filings for Q1 2025.