American Conservative Values ETF
ACVF
34 hedge funds and large institutions have $16.2M invested in American Conservative Values ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
24% more capital invested
Capital invested by funds: $13.1M → $16.2M (+$3.16M)
21% more funds holding
Funds holding: 28 → 34 (+6)
1.65% more ownership
Funds ownership: 21.4% → 23.04% (+1.6%)
44% less call options, than puts
Call options by funds: $203K | Put options by funds: $362K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.05M |
| 2 |
W
WorthPointe
La Jolla,
California
|
+$663K |
| 3 |
LPL Financial
San Diego,
California
|
+$295K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$255K |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$480K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$370K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$225K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$93.1K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TLA
26
Tanglewood Legacy Advisors
Houston,
Texas
| $16.2K | – | – | – |
|
|
HGERS
27
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $11K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $8.94K | +$8.38K | +245 | New |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $8.69K | +$8.14K | +238 | New |
|
30
UBS Group
Zurich,
Switzerland
| $8.17K | -$10.6K | -309 | -58% |
|
|
CP
31
Castleview Partners
Dallas,
Texas
| $7.37K | +$6.91K | +202 | New |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $4.73K | +$34 | +1 | +0.8% |
|
|
CTA
33
Colonial Trust Advisors
Spartanburg,
South Carolina
| $2.74K | – | – | – |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
35
Stifel Financial
St. Louis,
Missouri
| – | -$370K | -11,188 | Closed |
|
|
36
Citadel Advisors
Miami,
Florida
| – | -$225K | -6,819 | Closed |
|
|
WWP
37
WR Wealth Planners
Columbia,
Missouri
| – | -$11.6K | -350 | Closed |
|
ACVF Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q4 2023, worth a combined $16.2M — up 24% from $13.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ACVF positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Susquehanna International Group, cutting an estimated $480K.
- 34 institutional investors held American Conservative Values ETF (ACVF) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $16.2M of American Conservative Values ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 9 funds opened new American Conservative Values ETF positions in Q4 2023 and 3 closed out, a net change of +6 holders.
- The largest American Conservative Values ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.05M added.
- The largest American Conservative Values ETF seller in Q4 2023 was Susquehanna International Group, an estimated $480K sold.
Based on aggregated 13F filings for Q4 2023.