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American Conservative Values ETF

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.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.58%
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
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$48K 1,095
JFA
27
JNBA Financial Advisors
Minnesota
$47.2K 1,081
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$38K 866 +2 +0.2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$34.6K 794
SAM
30
S.A. Mason
Michigan
$30.3K 695
TAM
31
Tucker Asset Management
Colorado
$27.7K 635
PS
32
Principal Securities
Iowa
$26.6K 610
WWP
33
WR Wealth Planners
Missouri
$24K 550
SWM
34
Sugarloaf Wealth Management
Georgia
$21.8K 500
HGERS
35
Householder Group Estate & Retirement Specialist
Arizona
$13K 305
TLA
36
Tanglewood Legacy Advisors
Texas
$12.2K 280
NA
37
NewEdge Advisors
Louisiana
$10.4K 239
HI
38
Harbour Investments
Wisconsin
$5.68K 130
CTA
39
Colonial Trust Advisors
South Carolina
$3.27K 75
UBS Group
40
UBS Group
Switzerland
$436 10 -182 -95%
AI
41
Atria Investments
North Carolina
-147,811 Closed
CP
42
Castleview Partners
Texas
-202 Closed
CA
43
CoreCap Advisors
Michigan
-70 Closed
IMC Chicago
44
IMC Chicago
Illinois
Jane Street
45
Jane Street
New York
CFGS
46
Concourse Financial Group Securities
Alabama
Simplex Trading
47
Simplex Trading
Illinois