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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.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

97% more call options, than puts

Call options by funds: $82M | Put options by funds: $41.7M

17% more capital invested

Capital invested by funds: $17.3M → $20.3M (+$2.92M)

10% more funds holding

Funds holding: 4044 (+4)

1.48% more ownership

Funds ownership: 16.35%17.83% (+1.5%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.58%
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 Holding Trade Value Shares
Change
Change in
Stake
FG
26
Fairman Group
Pennsylvania
$216K +$357 +8 +0.2%
CL
27
CLG LLC
California
$209K +$213K +4,778 New
WAS
28
Winch Advisory Services
Wisconsin
$189K +$268 +6 +0.1%
SCA
29
Stuart Chaussee & Associates
California
$87.4K +$89.3K +2,000 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$82.4K +$48.7K +1,090 +137%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$48K
JFA
32
JNBA Financial Advisors
Minnesota
$47.3K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$38K
SAM
34
S.A. Mason
Michigan
$32.6K +$2.23K +50 +7%
NA
35
NewEdge Advisors
Louisiana
$32.4K +$22.4K +501 +210%
TAM
36
Tucker Asset Management
Colorado
$27.8K
PS
37
Principal Securities
Iowa
$26.7K
WWP
38
WR Wealth Planners
Missouri
$24K
SWM
39
Sugarloaf Wealth Management
Georgia
$21.9K
TLA
40
Tanglewood Legacy Advisors
Texas
$12.2K
HI
41
Harbour Investments
Wisconsin
$5.7K
UBS Group
42
UBS Group
Switzerland
$5.6K +$5.27K +118 +1,180%
CTA
43
Colonial Trust Advisors
South Carolina
$3.28K
GSWM
44
Golden State Wealth Management
California
$2.14K +$2.19K +49 New
GSEP
45
Golden State Equity Partners
California
-$121K -2,769 Closed
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
-$13K -305 Closed

ACVF Hedge Fund Activity: Q4 2024 in Review

44 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q4 2024, worth a combined $20.3M — up 17% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ACVF positions and 2 closed out — a net gain of 5 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Encompass More Asset Management, opening a new position worth an estimated $683K. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $121K sold.

  • 44 institutional investors held American Conservative Values ETF (ACVF) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $20.3M of American Conservative Values ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 7 funds opened new American Conservative Values ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest American Conservative Values ETF buyer in Q4 2024 was Encompass More Asset Management, an estimated $683K added.
  • The largest American Conservative Values ETF seller in Q4 2024 was Golden State Equity Partners, an estimated $121K sold.

Based on aggregated 13F filings for Q4 2024.