Strive 1000 Value ETF
STXV
14 hedge funds and large institutions have $10.8M invested in Strive 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
85% more capital invested
Capital invested by funds: $5.82M → $10.8M (+$4.93M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
17% more funds holding
Funds holding: 12 → 14 (+2)
15.94% more ownership
Funds ownership: 31.51% → 47.45% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$258K |
| 2 |
PCWA
Pacific Capital Wealth Advisors
Corona,
California
|
+$51.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$29.9K |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
+$13.8K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$13.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$607K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$244K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$41.1K |
| 4 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
-$5.79K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.26K |
STXV Hedge Fund Activity: Q4 2023 in Review
14 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q4 2023, worth a combined $10.8M — up 85% from $5.82M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STXV positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $258K. The largest seller was Citadel Advisors, exiting entirely with an estimated $607K sold.
- 14 institutional investors held Strive 1000 Value ETF (STXV) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $10.8M of Strive 1000 Value ETF stock for Q4 2023, up 85% quarter-over-quarter.
- 5 funds opened new Strive 1000 Value ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest Strive 1000 Value ETF buyer in Q4 2023 was WealthPLAN Partners, an estimated $258K added.
- The largest Strive 1000 Value ETF seller in Q4 2023 was Citadel Advisors, an estimated $607K sold.
Based on aggregated 13F filings for Q4 2023.