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American Conservative Values ETF

44 hedge funds and large institutions have $20.3M invested in American Conservative Values ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
4
Closed
2
Calls
$82M
Puts
$41.7M
Net Calls
+$40.3M
Net Calls Change
+$38.7M
Name Market Value Shares Shares
Change
Shares
Change %
FG
26
Fairman Group
Pennsylvania
$216K 4,946 +8 +0.2%
CL
27
CLG LLC
California
$209K 4,778 +4,778 New
WAS
28
Winch Advisory Services
Wisconsin
$189K 4,334 +6 +0.1%
SCA
29
Stuart Chaussee & Associates
California
$87.4K 2,000 +2,000 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$82.4K 1,884 +1,090 +137%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$48K 1,095
JFA
32
JNBA Financial Advisors
Minnesota
$47.3K 1,081
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$38K 866
SAM
34
S.A. Mason
Michigan
$32.6K 745 +50 +7%
NA
35
NewEdge Advisors
Louisiana
$32.4K 740 +501 +210%
TAM
36
Tucker Asset Management
Colorado
$27.8K 635
PS
37
Principal Securities
Iowa
$26.7K 610
WWP
38
WR Wealth Planners
Missouri
$24K 550
SWM
39
Sugarloaf Wealth Management
Georgia
$21.9K 500
TLA
40
Tanglewood Legacy Advisors
Texas
$12.2K 280
HI
41
Harbour Investments
Wisconsin
$5.7K 130
UBS Group
42
UBS Group
Switzerland
$5.6K 128 +118 +1,180%
CTA
43
Colonial Trust Advisors
South Carolina
$3.28K 75
GSWM
44
Golden State Wealth Management
California
$2.14K 49 +49 New
GSEP
45
Golden State Equity Partners
California
-2,769 Closed
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
-305 Closed
IMC Chicago
47
IMC Chicago
Illinois
Group One Trading
48
Group One Trading
Illinois
CFGS
49
Concourse Financial Group Securities
Alabama
Simplex Trading
50
Simplex Trading
Illinois