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Strive 1000 Value ETF
STXV

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

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

105% more capital invested

Capital invested by funds: $10.8M → $22.1M (+$11.3M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

71% more funds holding

Funds holding: 14 → 24 (+10)

10.2% more ownership

Funds ownership: 47.45% → 57.65% (+10%)

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

Rank Fund Capital Flow
1
HP
Holistic Planning
Texas
+$3.23M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.85M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$956K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$648K
5
PCMU
Paragon Capital Management (Utah)
Utah
+$564K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$31.1K
2
Morgan Stanley
Morgan Stanley
New York
-$27
Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1
Holistic Planning
Texas
$5.3M +$3.23M +118,427 +184%
WP
2
WealthPLAN Partners
Nebraska
$3.96M +$158K +5,798 +4%
OC
3
OxenFree Capital
Florida
$3.82M +$211K +7,735 +6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.03M +$2.85M +104,373 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.02M +$956K +35,050 New
SF
6
Safeguard Financial
Wisconsin
$862K +$4.17K +153 +0.5%
EFG
7
Everhart Financial Group
Ohio
$861K +$4.15K +152 +0.5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$689K +$648K +23,759 New
PCMU
9
Paragon Capital Management (Utah)
Utah
$600K +$564K +20,672 New
GS
10
GTS Securities
New York
$414K +$389K +14,262 New
VVP
11
Venture Visionary Partners
Ohio
$280K – – –
EFS
12
Essex Financial Services
Connecticut
$259K +$244K +8,940 New
Osaic Holdings
13
Osaic Holdings
Arizona
$236K +$15.2K +558 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$230K +$217K +7,939 New
MCWS
15
McKinley Carter Wealth Services
West Virginia
$210K +$198K +7,245 New
ME
16
McIlrath & Eck
Washington
$113K +$51.3K +1,879 +94%
PCWA
17
Pacific Capital Wealth Advisors
California
$59.5K – – –
HI
18
Harbour Investments
Wisconsin
$37.3K +$4.06K +149 +13%
FCA
19
FinTrust Capital Advisors
South Carolina
$34.3K +$32.2K +1,181 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$23K -$31.1K -1,139 -59%
CP
21
Castleview Partners
Texas
$16K – – –
UBS Group
22
UBS Group
Switzerland
$15.4K +$14.5K +532 New
ITIM
23
Indiana Trust & Investment Management
Indiana
$7.54K – – –
Morgan Stanley
24
Morgan Stanley
New York
$52 -$27 -1 -50%

STXV Hedge Fund Activity: Q1 2024 in Review

24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q1 2024, worth a combined $22.1M — up 105% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STXV positions and 0 closed out — a net gain of 10 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Holistic Planning, adding an estimated $3.23M. The largest seller was Royal Bank of Canada, cutting an estimated $31.1K.

  • 24 institutional investors held Strive 1000 Value ETF (STXV) as of Q1 2024, up from 14 in Q4 2023.
  • Funds reported $22.1M of Strive 1000 Value ETF stock for Q1 2024, up 105% quarter-over-quarter.
  • 10 funds opened new Strive 1000 Value ETF positions in Q1 2024 and 0 closed out, a net change of +10 holders.
  • The largest Strive 1000 Value ETF buyer in Q1 2024 was Holistic Planning, an estimated $3.23M added.
  • The largest Strive 1000 Value ETF seller in Q1 2024 was Royal Bank of Canada, an estimated $31.1K sold.

Based on aggregated 13F filings for Q1 2024.