STRV: Weaver Capital Trims Strive 500 ETF Position in Q1 Tactical Shift

Weaver Capital Trims Strive 500 ETF Position in Q1 Tactical Shift

Apr 17, 2026 19:17 UTC

STRV

Medium term

Weaver Capital Management has reduced its exposure to the Strive 500 ETF (STRV), selling 88,895 shares during the first quarter of 2026. Based on average quarterly pricing, the transaction is estimated at $3.90 million. The reduction appears to be a tactical adjustment within the fund's broader portfolio strategy. Despite the sale, Weaver Capital maintains a significant position in the ETF, with 277,643 shares remaining at a quarter-end valuation of $11.65 million. The STRV ETF, which tracks the S&P 500 Index with a low expense ratio of 0.0545%, now represents 2.53% of Weaver Capital's total assets under management (AUM). This shift moves the holding outside of the fund's top five positions. Market analysts suggest the trim is a positioning move rather than a reaction to performance, as the S&P 500 has seen roughly 35% gains over the past year. Weaver's current strategy appears to favor a mix of short-term Treasurys, which make up 6% of AUM, and growth and factor ETFs such as SCHG and VTV.

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Weaver Capital Trims Strive 500 ETF Position in Q1 Tactical Shift

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