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American Conservative Values ETF
ACVF

Overview Fund Activity

44 hedge funds and large institutions have $21.7M invested in American Conservative Values ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
7
Closed
1
Calls
$52.9M
Puts
$21.9M
Net Calls
+$31M
Net Calls Change
-$9.24M

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.27M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.95M
3
LPL Financial
3
LPL Financial
California
$4.5M
4
EWM
4
Empirical Wealth Management
Washington
$310K
5
UBS Group
5
UBS Group
Switzerland
$271K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PAG
2
Private Advisor Group
New Jersey
$337K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.22M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$447K
5
NA
5
NewEdge Advisors
Louisiana
$10.3K
Name Market Value Shares Shares
Change 		Shares
Change %
VFG
26
Victory Financial Group
Texas
$230K 5,382 +5,382 New
FG
27
Fairman Group
Pennsylvania
$216K 4,954 +8 +0.2%
VCP
28
Verus Capital Partners
Arizona
$214K 5,000 +5,000 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$214K 4,994 +4 +0.1%
CL
30
CLG LLC
California
$205K 4,786 +8 +0.2%
WAS
31
Winch Advisory Services
Wisconsin
$186K 4,340 +6 +0.1%
SCA
32
Stuart Chaussee & Associates
California
$85.6K 2,000 – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$80.7K 1,884 – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$47K 1,095 – –
JFA
35
JNBA Financial Advisors
Minnesota
$46.3K 1,081 – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$37K 866 – –
SAM
37
S.A. Mason
Michigan
$34.5K 805 +60 +8%
PS
38
Principal Securities
Iowa
$26.7K 610 – –
TLA
39
Tanglewood Legacy Advisors
Texas
$12K 280 – –
NA
40
NewEdge Advisors
Louisiana
$10.3K 240 -500 -68%
HI
41
Harbour Investments
Wisconsin
$5.59K 131 +1 +0.8%
CTA
42
Colonial Trust Advisors
South Carolina
$3.21K 75 – –
GSWM
43
Golden State Wealth Management
California
$2.1K 49 – –
IA
44
IFP Advisors
Florida
$128 3 +3 New
Citadel Advisors
45
Citadel Advisors
Florida
– – -19,458 Closed
IMC Chicago
46
IMC Chicago
Illinois
– – – –
Simplex Trading
47
Simplex Trading
Illinois
– – – –
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
Group One Trading
49
Group One Trading
Illinois
– – – –
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