Strive 1000 Value ETF
STXV
12 hedge funds and large institutions have $5.82M invested in Strive 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
9% more capital invested
Capital invested by funds: $5.33M → $5.82M (+$498K)
6.92% less ownership
Funds ownership: 38.43% → 31.51% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$306K |
| 2 |
SF
Safeguard Financial
Minocqua,
Wisconsin
|
+$96.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$91.4K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$87.5K |
| 5 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$29.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$14K |
| 2 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
-$2.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $2.96M | +$87.5K | +3,427 | +3% |
|
|
EFG
2
Everhart Financial Group
Dublin,
Ohio
| $733K | -$2.04K | -80 | -0.3% |
|
|
SF
3
Safeguard Financial
Minocqua,
Wisconsin
| $719K | +$96.6K | +3,784 | +15% |
|
|
4
Citadel Advisors
Miami,
Florida
| $607K | +$306K | +12,006 | +95% |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $244K | +$9.83K | +385 | +4% |
|
|
VVP
6
Venture Visionary Partners
Sylvania,
Ohio
| $238K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $158K | +$8.8K | +345 | +6% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $88K | +$91.4K | +3,580 | New |
|
|
ME
9
McIlrath & Eck
Arlington,
Washington
| $49.4K | +$29.7K | +1,165 | +139% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $14.7K | +$15.2K | +595 | New |
|
|
ITIM
11
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $6.41K | +$6.64K | +260 | New |
|
12
UBS Group
Zurich,
Switzerland
| $1.26K | +$1.3K | +51 | New |
|
|
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$14K | -539 | Closed |
|
STXV Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q3 2023, worth a combined $5.82M — up 9.3% from $5.33M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new STXV positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $306K. The largest seller was Carson Wealth (CWM LLC), exiting entirely with an estimated $14K sold.
- 12 institutional investors held Strive 1000 Value ETF (STXV) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $5.82M of Strive 1000 Value ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
- 4 funds opened new Strive 1000 Value ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest Strive 1000 Value ETF buyer in Q3 2023 was Citadel Advisors, an estimated $306K added.
- The largest Strive 1000 Value ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $14K sold.
Based on aggregated 13F filings for Q3 2023.