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Strive 1000 Value ETF

26 hedge funds and large institutions have $54.5M invested in Strive 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

8% more funds holding

Funds holding: 2426 (+2)

7% more capital invested

Capital invested by funds: $50.9M → $54.5M (+$3.6M)

3.07% less ownership

Funds ownership: 86.64%83.57% (-3.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
9
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
1
Holistic Planning
Texas
$17.8M -$366K -11,993 -2%
AIM
2
Advyzon Investment Management
Illinois
$12.1M -$72.9K -2,386 -0.6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.18M +$140K +4,588 +2%
WP
4
WealthPLAN Partners
Nebraska
$5.25M +$176K +5,767 +3%
OC
5
OxenFree Capital
Florida
$3.73M +$317K +10,370 +8%
GS
6
GTS Securities
New York
$1.53M +$1.53M +49,987 New
EFG
7
Everhart Financial Group
Ohio
$1.32M +$1.41K +46 +0.1%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$970K +$972K +31,807 New
SG
9
StoneX Group
New York
$780K +$209K +6,850 +37%
SF
10
Safeguard Financial
Wisconsin
$749K -$113K -3,713 -13%
PCMU
11
Paragon Capital Management (Utah)
Utah
$648K -$7.33K -240 -1%
EFS
12
Essex Financial Services
Connecticut
$485K +$550 +18 +0.1%
VVP
13
Venture Visionary Partners
Ohio
$443K +$149K +4,873 +50%
KCFA
14
Key Client Fiduciary Advisors
New Jersey
$426K
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$378K
Osaic Holdings
16
Osaic Holdings
Arizona
$337K +$38.6K +1,264 +13%
MML Investors Services
17
MML Investors Services
Massachusetts
$320K +$320K +10,482 New
HI
18
Harbour Investments
Wisconsin
$293K +$33K +1,079 +13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$225K -$1.02M -33,396 -82%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$221K
KAS
21
Kestra Advisory Services
Texas
$209K -$51.5K -1,687 -20%
ME
22
McIlrath & Eck
Washington
$64.6K -$6.17K -202 -9%
AG
23
AmeriFlex Group
Nevada
$39.7K +$39.7K +1,301 New
NEWAS
24
N.E.W. Advisory Services
Wisconsin
$11.6K +$11.6K +379 New
Morgan Stanley
25
Morgan Stanley
New York
$42 -$31 -1 -50%

STXV Hedge Fund Activity: Q1 2025 in Review

26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q1 2025, worth a combined $54.5M — up 7.1% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STXV positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $1.53M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.02M.

  • 26 institutional investors held Strive 1000 Value ETF (STXV) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $54.5M of Strive 1000 Value ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 5 funds opened new Strive 1000 Value ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest Strive 1000 Value ETF buyer in Q1 2025 was GTS Securities, an estimated $1.53M added.
  • The largest Strive 1000 Value ETF seller in Q1 2025 was Janney Montgomery Scott, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2025.