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American Conservative Values ETF

45 hedge funds and large institutions have $27.4M invested in American Conservative Values ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

44% less call options, than puts

Call options by funds: $54.6M | Put options by funds: $97M

Holders
45
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.6M
Puts
$97M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.23M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.17M
AWM
3
AE Wealth Management
Kansas
$1.56M
Morgan Stanley
4
Morgan Stanley
New York
$1.41M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.4M
EMAM
6
Encompass More Asset Management
California
$1.28M
MML Investors Services
7
MML Investors Services
Massachusetts
$1.23M
BCM
8
Brookstone Capital Management
Illinois
$1.16M
Osaic Holdings
9
Osaic Holdings
Arizona
$675K
Creative Planning
10
Creative Planning
Kansas
$608K
CCFM
11
Clear Creek Financial Management
Washington
$559K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$546K
CCG
13
Ceeto Capital Group
Florida
$542K
IWC
14
Integrated Wealth Concepts
Massachusetts
$511K
MCG
15
McCollum Christoferson Group
New York
$413K
Raymond James Financial
16
Raymond James Financial
Florida
$405K
PAG
17
Private Advisor Group
New Jersey
$389K
KWM
18
Kingsview Wealth Management
Oregon
$368K
VCP
19
Verus Capital Partners
Arizona
$357K
GWWM
20
Great Waters Wealth Management
Minnesota
$328K
Betterment LLC
21
Betterment LLC
New York
$311K
GSEP
22
Golden State Equity Partners
California
$309K
WA
23
Waverly Advisors
Alabama
$300K
MFG
24
Merit Financial Group
Georgia
$292K
DADC
25
D.A. Davidson & Co
Montana
$287K