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Strive 1000 Value ETF
STXV

Overview Fund Activity

24 hedge funds and large institutions have $22.1M invested in Strive 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HP
Holistic Planning
Texas
+$3.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.03M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.02M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$689K
5
PCMU
Paragon Capital Management (Utah)
Utah
+$600K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32.7K
2
Morgan Stanley
Morgan Stanley
New York
-$52
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
1
Holistic Planning
Texas
$5.3M +$3.44M +118,427 +184%
WP
2
WealthPLAN Partners
Nebraska
$3.96M +$168K +5,798 +4%
OC
3
OxenFree Capital
Florida
$3.82M +$224K +7,735 +6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.03M +$3.03M +104,373 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.02M +$1.02M +35,050 New
SF
6
Safeguard Financial
Wisconsin
$862K +$4.44K +153 +0.5%
EFG
7
Everhart Financial Group
Ohio
$861K +$4.41K +152 +0.5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$689K +$689K +23,759 New
PCMU
9
Paragon Capital Management (Utah)
Utah
$600K +$600K +20,672 New
GS
10
GTS Securities
New York
$414K +$414K +14,262 New
VVP
11
Venture Visionary Partners
Ohio
$280K – – –
EFS
12
Essex Financial Services
Connecticut
$259K +$259K +8,940 New
Osaic Holdings
13
Osaic Holdings
Arizona
$236K +$16.2K +558 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$230K +$230K +7,939 New
MCWS
15
McKinley Carter Wealth Services
West Virginia
$210K +$210K +7,245 New
ME
16
McIlrath & Eck
Washington
$113K +$54.5K +1,879 +94%
PCWA
17
Pacific Capital Wealth Advisors
California
$59.5K – – –
HI
18
Harbour Investments
Wisconsin
$37.3K +$4.32K +149 +13%
FCA
19
FinTrust Capital Advisors
South Carolina
$34.3K +$34.3K +1,181 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$23K -$32.7K -1,139 -59%
CP
21
Castleview Partners
Texas
$16K – – –
UBS Group
22
UBS Group
Switzerland
$15.4K +$15.4K +532 New
ITIM
23
Indiana Trust & Investment Management
Indiana
$7.54K – – –
Morgan Stanley
24
Morgan Stanley
New York
$52 -$52 -1 -50%