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American Conservative Values ETF
ACVF

Overview Fund Activity

47 hedge funds and large institutions have $27.2M 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
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% 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

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.42M
2
CCG
Ceeto Capital Group
Florida
+$519K
3
GSEP
Golden State Equity Partners
California
+$303K
4
EMAM
Encompass More Asset Management
California
+$136K
5
EWM
Empirical Wealth Management
Washington
+$124K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$151K
2
UBS Group
UBS Group
Switzerland
-$149K
3
SCA
Stuart Chaussee & Associates
California
-$85.6K
4
MCG
McCollum Christoferson Group
New York
-$39.1K
5
PAG
Private Advisor Group
New Jersey
-$19.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$279K +$472 +10 +0.2%
DADC
27
D.A. Davidson & Co
Montana
$273K +$3.82K +81 +1%
VFG
28
Victory Financial Group
Texas
$263K +$9.43K +200 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$236K +$142 +3 +0.1%
FG
30
Fairman Group
Pennsylvania
$234K +$377 +8 +0.2%
CL
31
CLG LLC
California
$226K +$377 +8 +0.2%
WAS
32
Winch Advisory Services
Wisconsin
$205K +$283 +6 +0.1%
UBS Group
33
UBS Group
Switzerland
$149K -$149K -3,168 -50%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$88.8K – – –
RWM
35
RMG Wealth Management
Wisconsin
$84K +$84K +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 – – –
PS
40
Principal Securities
Iowa
$28.8K – – –
NA
41
NewEdge Advisors
Louisiana
$11.3K – – –
TLA
42
Tanglewood Legacy Advisors
Texas
$8.02K -$5.19K -110 -39%
HI
43
Harbour Investments
Wisconsin
$6.17K – – –
CTA
44
Colonial Trust Advisors
South Carolina
$3.54K – – –
GSWM
45
Golden State Wealth Management
California
$2.31K – – –
IA
46
IFP Advisors
Florida
$141 – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$47 +$47 +1 New
SCA
48
Stuart Chaussee & Associates
California
– -$85.6K -2,000 Closed
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