Strive 1000 Value ETF
STXV
23 hedge funds and large institutions have $39.8M invested in Strive 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
62% more capital invested
Capital invested by funds: $24.7M → $39.8M (+$15.2M)
13.96% more ownership
Funds ownership: 53.36% → 67.33% (+14%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Holistic Planning
Nacogdoches,
Texas
|
+$11.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$744K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$737K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$411K |
| 5 |
OC
OxenFree Capital
Satellite Beach,
Florida
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$221K |
| 2 |
GS
GTS Securities
New York
|
-$156K |
| 3 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
-$127K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$54.9K |
| 5 |
SF
Safeguard Financial
Minocqua,
Wisconsin
|
-$53.1K |
STXV Hedge Fund Activity: Q3 2024 in Review
23 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q3 2024, worth a combined $39.8M — up 62% from $24.7M a quarter earlier.
Fund positioning in STXV was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 10 added to existing stakes and 6 trimmed.
The largest buyer was Holistic Planning, adding an estimated $11.3M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $221K sold.
- 23 institutional investors held Strive 1000 Value ETF (STXV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $39.8M of Strive 1000 Value ETF stock for Q3 2024, up 62% quarter-over-quarter.
- 1 fund opened new Strive 1000 Value ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest Strive 1000 Value ETF buyer in Q3 2024 was Holistic Planning, an estimated $11.3M added.
- The largest Strive 1000 Value ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $221K sold.
Based on aggregated 13F filings for Q3 2024.