American Conservative Values ETF
ACVF
28 hedge funds and large institutions have $13.1M invested in American Conservative Values ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
91% more capital invested
Capital invested by funds: $6.84M → $13.1M (+$6.23M)
33% more funds holding
Funds holding: 21 → 28 (+7)
8.35% more ownership
Funds ownership: 13.04% → 21.4% (+8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.13M |
| 3 |
W
WorthPointe
La Jolla,
California
|
+$717K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$558K |
| 5 |
LPL Financial
San Diego,
California
|
+$536K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$25K |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$6.63K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.79K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$34 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $4.27K | – | – | – |
|
|
CTA
27
Colonial Trust Advisors
Spartanburg,
South Carolina
| $2.48K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$991 | +29 | New |
|
|
BTI
29
Blue Trust Inc
Alpharetta,
Georgia
| – | -$25K | -783 | Closed |
|
|
WIM
30
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$6.63K | -196 | Closed |
|
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$34 | -1 | Closed |
|
ACVF Hedge Fund Activity: Q3 2023 in Review
28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q3 2023, worth a combined $13.1M — up 91% from $6.84M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ACVF positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $1.73M. The largest seller was Blue Trust Inc, exiting entirely with an estimated $25K sold.
- 28 institutional investors held American Conservative Values ETF (ACVF) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $13.1M of American Conservative Values ETF stock for Q3 2023, up 91% quarter-over-quarter.
- 11 funds opened new American Conservative Values ETF positions in Q3 2023 and 3 closed out, a net change of +8 holders.
- The largest American Conservative Values ETF buyer in Q3 2023 was Atria Investments, an estimated $1.73M added.
- The largest American Conservative Values ETF seller in Q3 2023 was Blue Trust Inc, an estimated $25K sold.
Based on aggregated 13F filings for Q3 2023.