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American Conservative Values ETF
ACVF

Overview Fund Activity

47 hedge funds and large institutions have $27.2M invested in American Conservative Values ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
8
Closed
1
Calls
$74M
Puts
$28.1M
Net Calls
+$45.9M
Net Calls Change
+$14.9M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.37M
2
CCG
2
Ceeto Capital Group
Florida
$519K
3
GSEP
3
Golden State Equity Partners
California
$303K
4
EMAM
4
Encompass More Asset Management
California
$1M
5
EWM
5
Empirical Wealth Management
Washington
$465K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$512K
2
UBS Group
2
UBS Group
Switzerland
$149K
3
SCA
3
Stuart Chaussee & Associates
California
$0
4
MCG
4
McCollum Christoferson Group
New York
$395K
5
PAG
5
Private Advisor Group
New Jersey
$351K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.37M 156,380 +51,245 +49%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.14M 45,312 -324 -0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.08M 44,071 +841 +2%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.41M 29,861 +258 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$1.35M 28,577 -1 -0%
BCM
6
Brookstone Capital Management
Illinois
$1.12M 23,780 +1,538 +7%
AWM
7
AE Wealth Management
Kansas
$1.04M 22,093 +110 +0.5%
EMAM
8
Encompass More Asset Management
California
$1M 21,236 +2,891 +16%
AAS
9
Avantax Advisory Services
Texas
$784K 16,629 -80 -0.5%
Creative Planning
10
Creative Planning
Kansas
$588K 12,464 – –
CCFM
11
Clear Creek Financial Management
Washington
$551K 11,683 +168 +1%
CCG
12
Ceeto Capital Group
Florida
$519K 11,000 +11,000 New
Osaic Holdings
13
Osaic Holdings
Arizona
$512K 11,622 -3,431 -23%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$493K 10,443 +1 +0%
IWC
15
Integrated Wealth Concepts
Massachusetts
$489K 10,370 – –
EWM
16
Empirical Wealth Management
Washington
$465K 9,857 +2,628 +36%
MCG
17
McCollum Christoferson Group
New York
$395K 8,370 -830 -9%
Raymond James Financial
18
Raymond James Financial
Florida
$388K 8,219 +122 +2%
KWM
19
Kingsview Wealth Management
Oregon
$352K 7,473 – –
PAG
20
Private Advisor Group
New Jersey
$351K 7,449 -411 -5%
VCP
21
Verus Capital Partners
Arizona
$342K 7,250 +2,250 +45%
Betterment LLC
22
Betterment LLC
New York
$313K 6,630 +95 +1%
GSEP
23
Golden State Equity Partners
California
$303K 6,428 +6,428 New
WA
24
Waverly Advisors
Alabama
$286K 6,066 +10 +0.2%
GWWM
25
Great Waters Wealth Management
Minnesota
$280K 5,947 – –
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