We are live on ! Find out more
STXV icon

Strive 1000 Value ETF

23 hedge funds and large institutions have $50M invested in Strive 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.28% less ownership

Funds ownership: 83.57%80.29% (-3.3%)

8% less capital invested

Capital invested by funds: $54.5M → $50M (-$4.48M)

12% less funds holding

Funds holding: 2623 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
1
Holistic Planning
Texas
$18.1M +$157K +5,296 +0.9%
AIM
2
Advyzon Investment Management
Illinois
$12.7M +$416K +14,041 +4%
WP
3
WealthPLAN Partners
Nebraska
$5.5M +$184K +6,231 +4%
OC
4
OxenFree Capital
Florida
$4.44M +$317K +10,726 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.61M -$4.45M -150,260 -74%
EFG
6
Everhart Financial Group
Ohio
$1.36M +$21.3K +718 +2%
GS
7
GTS Securities
New York
$1.06M -$464K -15,676 -31%
SG
8
StoneX Group
New York
$786K -$2.01K -68 -0.3%
MFG
9
Merit Financial Group
Georgia
$762K +$732K +24,719 New
PCMU
10
Paragon Capital Management (Utah)
Utah
$670K +$14.5K +489 +2%
EFS
11
Essex Financial Services
Connecticut
$490K +$296 +10 +0.1%
VVP
12
Venture Visionary Partners
Ohio
$448K
KCFA
13
Key Client Fiduciary Advisors
New Jersey
$419K -$11.1K -375 -3%
MML Investors Services
14
MML Investors Services
Massachusetts
$347K +$23.3K +786 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$340K +$326 +11 +0.1%
HI
16
Harbour Investments
Wisconsin
$326K +$28.4K +961 +10%
KAS
17
Kestra Advisory Services
Texas
$243K +$30.2K +1,022 +15%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$223K
AG
19
AmeriFlex Group
Nevada
$124K +$79.9K +2,698 +207%
ME
20
McIlrath & Eck
Washington
$65.2K
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$11.7K
Wells Fargo
22
Wells Fargo
California
$40
Morgan Stanley
23
Morgan Stanley
New York
$32
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
-$970K -31,807 Closed
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
-$378K -12,400 Closed

STXV Hedge Fund Activity: Q2 2025 in Review

23 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q2 2025, worth a combined $50M — down 8.2% from $54.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of STXV and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 12 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $732K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.45M.

  • 23 institutional investors held Strive 1000 Value ETF (STXV) as of Q2 2025, down from 26 in Q1 2025.
  • Funds reported $50M of Strive 1000 Value ETF stock for Q2 2025, down 8.2% quarter-over-quarter.
  • 1 fund opened new Strive 1000 Value ETF positions in Q2 2025 and 3 closed out, a net change of -2 holders.
  • The largest Strive 1000 Value ETF buyer in Q2 2025 was Merit Financial Group, an estimated $732K added.
  • The largest Strive 1000 Value ETF seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q2 2025.