Strive 1000 Value ETF
STXV
8 hedge funds and large institutions have $3.79M invested in Strive 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
81% more capital invested
Capital invested by funds: $2.09M → $3.79M (+$1.7M)
60% more funds holding
Funds holding: 5 → 8 (+3)
31.16% less ownership
Funds ownership: 82.47% → 51.31% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.52M |
| 2 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$219K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$196K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$22.5K |
| 5 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$21.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$841K |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$346K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $2.78M | +$2.52M | +99,684 | +756% |
|
|
2
Citadel Advisors
Miami,
Florida
| $558K | -$841K | -33,290 | -59% |
|
|
VVP
3
Venture Visionary Partners
Sylvania,
Ohio
| $213K | +$219K | +8,653 | New |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $191K | +$196K | +7,764 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $22K | +$22.5K | +892 | +89,200% |
|
|
ME
6
McIlrath & Eck
Arlington,
Washington
| $20.7K | +$21.2K | +841 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $3.02K | – | – | – |
|
|
AAS
8
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.62K | +$2.65K | +105 | New |
|
|
WIM
9
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$346K | -13,184 | Closed |
|
STXV Hedge Fund Activity: Q1 2023 in Review
8 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q1 2023, worth a combined $3.79M — up 81% from $2.09M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new STXV positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $2.52M. The largest seller was Citadel Advisors, cutting an estimated $841K.
- 8 institutional investors held Strive 1000 Value ETF (STXV) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $3.79M of Strive 1000 Value ETF stock for Q1 2023, up 81% quarter-over-quarter.
- 4 funds opened new Strive 1000 Value ETF positions in Q1 2023 and 1 closed out, a net change of +3 holders.
- The largest Strive 1000 Value ETF buyer in Q1 2023 was WealthPLAN Partners, an estimated $2.52M added.
- The largest Strive 1000 Value ETF seller in Q1 2023 was Citadel Advisors, an estimated $841K sold.
Based on aggregated 13F filings for Q1 2023.