Strive 1000 Value ETF
STXV
32 hedge funds and large institutions have $48M invested in Strive 1000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
14% more funds holding
Funds holding: 28 → 32 (+4)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
4% less capital invested
Capital invested by funds: $49.9M → $48M (-$1.88M)
7.8% less ownership
Funds ownership: 72.43% → 64.63% (-7.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$6.73M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$379K |
| 3 |
Betterment LLC
New York
|
+$301K |
| 4 |
LPL Financial
San Diego,
California
|
+$244K |
| 5 |
GS
GTS Securities
New York
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$6.49M |
| 2 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
-$2.75M |
| 3 |
SA
SPWM Advisors
Traverse City,
Michigan
|
-$1.57M |
| 4 |
HP
Holistic Planning
Nacogdoches,
Texas
|
-$1.17M |
| 5 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
26
Longview Financial Advisors
Huntsville,
Alabama
| $78.4K | +$79.1K | +2,230 | New |
|
|
ME
27
McIlrath & Eck
Arlington,
Washington
| $66.4K | -$5.78K | -163 | -8% |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $35.1K | +$35.5K | +1,000 | New |
|
29
William Blair & Company
Chicago,
Illinois
| $18K | – | – | – |
|
30
JP Morgan Chase
New York
| $14.5K | +$14.9K | +419 | New |
|
|
NEWAS
31
N.E.W. Advisory Services
De Pere,
Wisconsin
| $13.3K | – | – | – |
|
32
Morgan Stanley
New York
| $45 | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
|
WP
34
WealthPLAN Partners
Omaha,
Nebraska
| – | -$6.49M | -193,855 | Closed |
|
|
SA
35
SPWM Advisors
Traverse City,
Michigan
| – | -$1.57M | -46,932 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$92K | -2,750 | Closed |
|
STXV Hedge Fund Activity: Q1 2026 in Review
32 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q1 2026, worth a combined $48M — down 3.8% from $49.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new STXV positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $6.73M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $6.49M sold.
- 32 institutional investors held Strive 1000 Value ETF (STXV) as of Q1 2026, up from 28 in Q4 2025.
- Funds reported $48M of Strive 1000 Value ETF stock for Q1 2026, down 3.8% quarter-over-quarter.
- 7 funds opened new Strive 1000 Value ETF positions in Q1 2026 and 3 closed out, a net change of +4 holders.
- The largest Strive 1000 Value ETF buyer in Q1 2026 was WealthPlan Investment Management, an estimated $6.73M added.
- The largest Strive 1000 Value ETF seller in Q1 2026 was WealthPLAN Partners, an estimated $6.49M sold.
Based on aggregated 13F filings for Q1 2026.