Strive 1000 Value ETF
STXV
9 hedge funds and large institutions have $5.33M invested in Strive 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
41% more capital invested
Capital invested by funds: $3.79M → $5.33M (+$1.54M)
13% more funds holding
Funds holding: 8 → 9 (+1)
12.88% less ownership
Funds ownership: 51.31% → 38.43% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
+$734K |
| 2 |
SF
Safeguard Financial
Minocqua,
Wisconsin
|
+$625K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$234K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$146K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$99.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$248K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$178K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $2.95M | +$99.1K | +4,029 | +4% |
|
|
EFG
2
Everhart Financial Group
Dublin,
Ohio
| $752K | +$734K | +29,827 | New |
|
|
SF
3
Safeguard Financial
Minocqua,
Wisconsin
| $640K | +$625K | +25,411 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $318K | -$248K | -10,067 | -44% |
|
|
VVP
5
Venture Visionary Partners
Sylvania,
Ohio
| $244K | +$24.8K | +1,010 | +12% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $239K | +$234K | +9,499 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $152K | +$146K | +5,930 | +4,861% |
|
|
ME
8
McIlrath & Eck
Arlington,
Washington
| $21.2K | – | – | – |
|
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $14K | -$178K | -7,225 | -93% |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$22K | -893 | Closed |
|
|
AAS
11
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$2.62K | -105 | Closed |
|
STXV Hedge Fund Activity: Q2 2023 in Review
9 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q2 2023, worth a combined $5.33M — up 41% from $3.79M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new STXV positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Everhart Financial Group, opening a new position worth an estimated $734K. The largest seller was Citadel Advisors, cutting an estimated $248K.
- 9 institutional investors held Strive 1000 Value ETF (STXV) as of Q2 2023, up from 8 in Q1 2023.
- Funds reported $5.33M of Strive 1000 Value ETF stock for Q2 2023, up 41% quarter-over-quarter.
- 3 funds opened new Strive 1000 Value ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Strive 1000 Value ETF buyer in Q2 2023 was Everhart Financial Group, an estimated $734K added.
- The largest Strive 1000 Value ETF seller in Q2 2023 was Citadel Advisors, an estimated $248K sold.
Based on aggregated 13F filings for Q2 2023.