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American Conservative Values ETF

48 hedge funds and large institutions have $27.3M invested in American Conservative Values ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

164% more call options, than puts

Call options by funds: $74M | Put options by funds: $28.1M

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

26% more capital invested

Capital invested by funds: $21.7M → $27.3M (+$5.64M)

7% more funds holding

Funds holding: 4548 (+3)

2.71% more ownership

Funds ownership: 18.57%21.28% (+2.7%)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
8
Closed
1
Calls
$74M
Puts
$28.1M
Net Calls
+$45.9M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$279K +$438 +10 +0.2%
DADC
27
D.A. Davidson & Co
Montana
$273K +$3.55K +81 +1%
VFG
28
Victory Financial Group
Texas
$263K +$8.77K +200 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$236K +$131 +3 +0.1%
FG
30
Fairman Group
Pennsylvania
$234K +$351 +8 +0.2%
CL
31
CLG LLC
California
$226K +$351 +8 +0.2%
WAS
32
Winch Advisory Services
Wisconsin
$205K +$263 +6 +0.1%
UBS Group
33
UBS Group
Switzerland
$149K -$139K -3,168 -50%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$88.8K
RWM
35
RMG Wealth Management
Wisconsin
$84K +$77.2K +1,762 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$52K
JFA
37
JNBA Financial Advisors
Minnesota
$51K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$41K
SAM
39
S.A. Mason
Michigan
$38K
TAM
40
Tucker Asset Management
Colorado
$29.9K
PS
41
Principal Securities
Iowa
$28.8K
NA
42
NewEdge Advisors
Louisiana
$11.3K
TLA
43
Tanglewood Legacy Advisors
Texas
$8.02K -$4.82K -110 -39%
HI
44
Harbour Investments
Wisconsin
$6.17K
CTA
45
Colonial Trust Advisors
South Carolina
$3.54K
GSWM
46
Golden State Wealth Management
California
$2.31K
IA
47
IFP Advisors
Florida
$141
Fidelity Investments
48
Fidelity Investments
Massachusetts
$47 +$44 +1 New
SCA
49
Stuart Chaussee & Associates
California
-$85.6K -2,000 Closed

ACVF Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q2 2025, worth a combined $27.3M — up 26% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ACVF positions and 1 closed out — a net gain of 3 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.25M. The largest seller was UBS Group, cutting an estimated $139K.

  • 48 institutional investors held American Conservative Values ETF (ACVF) as of Q2 2025, up from 45 in Q1 2025.
  • Funds reported $27.3M of American Conservative Values ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 4 funds opened new American Conservative Values ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
  • The largest American Conservative Values ETF buyer in Q2 2025 was LPL Financial, an estimated $2.25M added.
  • The largest American Conservative Values ETF seller in Q2 2025 was UBS Group, an estimated $139K sold.

Based on aggregated 13F filings for Q2 2025.