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Strive 1000 Value ETF
STXV

13 hedge funds and large institutions have $6.75M invested in Strive 1000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

44% more funds holding

Funds holding: 9 → 13 (+4)

27% more capital invested

Capital invested by funds: $5.33M → $6.75M (+$1.42M)

1.91% less ownership

Funds ownership: 38.43% → 36.52% (-1.9%)

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SG
StoneX Group
New York
+$958K
2
Citadel Advisors
Citadel Advisors
Florida
+$306K
3
SF
Safeguard Financial
Wisconsin
+$96.6K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$91.4K
5
WP
WealthPLAN Partners
Nebraska
+$87.5K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$14K
2
EFG
Everhart Financial Group
Ohio
-$2.04K

STXV Hedge Fund Activity: Q3 2023 in Review

13 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q3 2023, worth a combined $6.75M — up 27% from $5.33M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STXV positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was StoneX Group, opening a new position worth an estimated $958K. The largest seller was Carson Wealth (CWM LLC), exiting entirely with an estimated $14K sold.

  • 13 institutional investors held Strive 1000 Value ETF (STXV) as of Q3 2023, up from 9 in Q2 2023.
  • Funds reported $6.75M of Strive 1000 Value ETF stock for Q3 2023, up 27% quarter-over-quarter.
  • 5 funds opened new Strive 1000 Value ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Strive 1000 Value ETF buyer in Q3 2023 was StoneX Group, an estimated $958K 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.