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American Conservative Values ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
MFG
26
Merit Financial Group
Georgia
$279K 5,918 +10 +0.2%
DADC
27
D.A. Davidson & Co
Montana
$273K 5,798 +81 +1%
VFG
28
Victory Financial Group
Texas
$263K 5,582 +200 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$236K 4,997 +3 +0.1%
FG
30
Fairman Group
Pennsylvania
$234K 4,962 +8 +0.2%
CL
31
CLG LLC
California
$226K 4,794 +8 +0.2%
WAS
32
Winch Advisory Services
Wisconsin
$205K 4,346 +6 +0.1%
UBS Group
33
UBS Group
Switzerland
$149K 3,151 -3,168 -50%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$88.8K 1,884
RWM
35
RMG Wealth Management
Wisconsin
$84K 1,762 +1,762 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$52K 1,095
JFA
37
JNBA Financial Advisors
Minnesota
$51K 1,081
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$41K 866
SAM
39
S.A. Mason
Michigan
$38K 805
PS
40
Principal Securities
Iowa
$28.8K 610
NA
41
NewEdge Advisors
Louisiana
$11.3K 240
TLA
42
Tanglewood Legacy Advisors
Texas
$8.02K 170 -110 -39%
HI
43
Harbour Investments
Wisconsin
$6.17K 131
CTA
44
Colonial Trust Advisors
South Carolina
$3.54K 75
GSWM
45
Golden State Wealth Management
California
$2.31K 49
IA
46
IFP Advisors
Florida
$141 3
Fidelity Investments
47
Fidelity Investments
Massachusetts
$47 1 +1 New
SCA
48
Stuart Chaussee & Associates
California
-2,000 Closed
Group One Trading
49
Group One Trading
Illinois
Simplex Trading
50
Simplex Trading
Illinois