American Conservative Values ETF
ACVF
38 hedge funds and large institutions have $19.3M invested in American Conservative Values ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 0 closing their positions.
118% more call options, than puts
Call options by funds: $8.65M | Put options by funds: $3.97M
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
27% more capital invested
Capital invested by funds: $15.2M → $19.3M (+$4.08M)
6% more funds holding
Funds holding: 36 → 38 (+2)
2.22% more ownership
Funds ownership: 18.08% → 20.31% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.9M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$678K |
| 3 |
LPL Financial
San Diego,
California
|
+$648K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$74.5K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$249K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$57.5K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$56.7K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.1K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$27.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
26
S.A. Mason
Holland,
Michigan
| $28.7K | +$5.18K | +130 | +23% |
|
|
TAM
27
Tucker Asset Management
Littleton,
Colorado
| $26.2K | +$25.3K | +635 | New |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $25.2K | – | – | – |
|
|
WWP
29
WR Wealth Planners
Columbia,
Missouri
| $22.7K | – | – | – |
|
|
SWM
30
Sugarloaf Wealth Management
Duluth,
Georgia
| $20.6K | – | – | – |
|
|
HGERS
31
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $12K | – | – | – |
|
|
TLA
32
Tanglewood Legacy Advisors
Houston,
Texas
| $11.6K | – | – | – |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $9.85K | +$40 | +1 | +0.4% |
|
|
CP
34
Castleview Partners
Dallas,
Texas
| $8.34K | – | – | – |
|
35
UBS Group
Zurich,
Switzerland
| $7.92K | +$7.65K | +192 | New |
|
|
HI
36
Harbour Investments
Madison,
Wisconsin
| $5.36K | – | – | – |
|
|
CTA
37
Colonial Trust Advisors
Spartanburg,
South Carolina
| $3.1K | – | – | – |
|
|
CA
38
CoreCap Advisors
Southfield,
Michigan
| $2.89K | – | – | – |
|
ACVF Hedge Fund Activity: Q2 2024 in Review
38 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q2 2024, worth a combined $19.3M — up 27% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ACVF positions and 0 closed out — a net gain of 4 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Atria Investments, adding an estimated $2.9M. The largest seller was Osaic Holdings, cutting an estimated $249K.
- 38 institutional investors held American Conservative Values ETF (ACVF) as of Q2 2024, up from 36 in Q1 2024.
- Funds reported $19.3M of American Conservative Values ETF stock for Q2 2024, up 27% quarter-over-quarter.
- 4 funds opened new American Conservative Values ETF positions in Q2 2024 and 0 closed out, a net change of +4 holders.
- The largest American Conservative Values ETF buyer in Q2 2024 was Atria Investments, an estimated $2.9M added.
- The largest American Conservative Values ETF seller in Q2 2024 was Osaic Holdings, an estimated $249K sold.
Based on aggregated 13F filings for Q2 2024.