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Strive 1000 Value ETF

28 hedge funds and large institutions have $49.9M invested in Strive 1000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

12% more funds holding

Funds holding: 2528 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.12% less ownership

Funds ownership: 80.55%72.43% (-8.1%)

9% less capital invested

Capital invested by funds: $55M → $49.9M (-$5.07M)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
1
Holistic Planning
Texas
$18.4M -$2.54M -77,541 -12%
AIM
2
Advyzon Investment Management
Illinois
$7.46M -$6.35M -193,944 -47%
WP
3
WealthPLAN Partners
Nebraska
$6.49M +$238K +7,275 +4%
OC
4
OxenFree Capital
Florida
$5.51M +$231K +7,048 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.65M -$14.8K -451 -0.9%
SA
6
SPWM Advisors
Michigan
$1.57M +$1.54M +46,932 New
EFG
7
Everhart Financial Group
Ohio
$1.29M -$69.9K -2,135 -5%
SG
8
StoneX Group
New York
$881K +$47.4K +1,448 +6%
PCMU
9
Paragon Capital Management (Utah)
Utah
$775K +$28.8K +878 +4%
SF
10
Summit Financial
New Jersey
$739K +$13.7K +418 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$592K +$580K +17,699 New
MFG
12
Merit Financial Group
Georgia
$584K +$2.06K +63 +0.4%
GS
13
GTS Securities
New York
$556K -$462K -14,107 -46%
EFS
14
Essex Financial Services
Connecticut
$534K +$982 +30 +0.2%
VVP
15
Venture Visionary Partners
Ohio
$480K
MML Investors Services
16
MML Investors Services
Massachusetts
$436K -$42.3K -1,291 -9%
HI
17
Harbour Investments
Wisconsin
$362K +$3.54K +108 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$346K -$15K -458 -4%
KAS
19
Kestra Advisory Services
Texas
$264K +$131 +4 +0.1%
FFA
20
Farther Finance Advisors
California
$242K +$237K +7,245 New
KCFA
21
Key Client Fiduciary Advisors
New Jersey
$238K -$205K -6,250 -47%
CPIG
22
Chicago Partners Investment Group
Illinois
$205K +$192K +5,859 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$121K -$60K -1,833 -34%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$92K +$90.1K +2,750 New
ME
25
McIlrath & Eck
Washington
$68.7K -$2.03K -62 -3%

STXV Hedge Fund Activity: Q4 2025 in Review

28 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q4 2025, worth a combined $49.9M — down 9.2% from $55M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STXV positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $580K. The largest seller was Advyzon Investment Management, cutting an estimated $6.35M.

  • 28 institutional investors held Strive 1000 Value ETF (STXV) as of Q4 2025, up from 25 in Q3 2025.
  • Funds reported $49.9M of Strive 1000 Value ETF stock for Q4 2025, down 9.2% quarter-over-quarter.
  • 5 funds opened new Strive 1000 Value ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest Strive 1000 Value ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $580K added.
  • The largest Strive 1000 Value ETF seller in Q4 2025 was Advyzon Investment Management, an estimated $6.35M sold.

Based on aggregated 13F filings for Q4 2025.