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American Conservative Values ETF
ACVF

40 hedge funds and large institutions have $17.3M invested in American Conservative Values ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

43% more call options, than puts

Call options by funds: $5.38M | Put options by funds: $3.77M

5% more funds holding

Funds holding: 38 → 40 (+2)

3.96% less ownership

Funds ownership: 20.31% → 16.35% (-4%)

10% less capital invested

Capital invested by funds: $19.3M → $17.3M (-$1.95M)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
3
Closed
3
Calls
$5.38M
Puts
$3.77M
Net Calls
+$1.61M
Net Calls Change
-$3.07M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1M
2
Citadel Advisors
Citadel Advisors
Florida
+$831K
3
IWC
Integrated Wealth Concepts
Massachusetts
+$434K
4
RJA
Raymond James & Associates
Florida
+$269K
5
Betterment LLC
Betterment LLC
New York
+$267K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$6.1M
2
CP
Castleview Partners
Texas
-$8.34K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.23K
4
UBS Group
UBS Group
Switzerland
-$7.64K
5
AAS
Avantax Advisory Services
Texas
-$7.47K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$48K – – –
JFA
27
JNBA Financial Advisors
Minnesota
$47.2K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$38K +$84 +2 +0.2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$34.6K – – –
SAM
30
S.A. Mason
Michigan
$30.3K – – –
TAM
31
Tucker Asset Management
Colorado
$27.7K – – –
PS
32
Principal Securities
Iowa
$26.6K – – –
WWP
33
WR Wealth Planners
Missouri
$24K – – –
SWM
34
Sugarloaf Wealth Management
Georgia
$21.8K – – –
HGERS
35
Householder Group Estate & Retirement Specialist
Arizona
$13K – – –
TLA
36
Tanglewood Legacy Advisors
Texas
$12.2K – – –
NA
37
NewEdge Advisors
Louisiana
$10.4K – – –
HI
38
Harbour Investments
Wisconsin
$5.68K – – –
CTA
39
Colonial Trust Advisors
South Carolina
$3.27K – – –
UBS Group
40
UBS Group
Switzerland
$436 -$7.64K -182 -95%
AI
41
Atria Investments
North Carolina
– -$6.1M -147,811 Closed
CP
42
Castleview Partners
Texas
– -$8.34K -202 Closed
CA
43
CoreCap Advisors
Michigan
– -$2.89K -70 Closed
1
2

ACVF Hedge Fund Activity: Q3 2024 in Review

40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q3 2024, worth a combined $17.3M — down 10% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ACVF positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $1M. The largest seller was Atria Investments, exiting entirely with an estimated $6.1M sold.

  • 40 institutional investors held American Conservative Values ETF (ACVF) as of Q3 2024, up from 38 in Q2 2024.
  • Funds reported $17.3M of American Conservative Values ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 5 funds opened new American Conservative Values ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest American Conservative Values ETF buyer in Q3 2024 was LPL Financial, an estimated $1M added.
  • The largest American Conservative Values ETF seller in Q3 2024 was Atria Investments, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2024.