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American Conservative Values ETF
ACVF

46 hedge funds and large institutions have $27.4M invested in American Conservative Values ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

0% more capital invested

Capital invested by funds: $27.3M → $27.4M (+$42.3K)

1.08% less ownership

Funds ownership: 21.28% → 20.21% (-1.1%)

4% less funds holding

Funds holding: 48 → 46 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

44% less call options, than puts

Call options by funds: $54.6M | Put options by funds: $97M

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
10
Closed
4
Calls
$54.6M
Puts
$97M
Net Calls
-$42.4M
Net Calls Change
-$88.2M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$513K
2
AWM
AE Wealth Management
Kansas
+$456K
3
EMAM
Encompass More Asset Management
California
+$229K
4
LFG
Larson Financial Group
Missouri
+$91.6K
5
GWWM
Great Waters Wealth Management
Minnesota
+$33.8K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$816K
2
EWM
Empirical Wealth Management
Washington
-$465K
3
MML Investors Services
MML Investors Services
Massachusetts
-$234K
4
UBS Group
UBS Group
Switzerland
-$149K
5
SAM
S.A. Mason
Michigan
-$38K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
26
Victory Financial Group
Texas
$279K +$3.81K +79 +1%
FG
27
Fairman Group
Pennsylvania
$245K +$337 +7 +0.1%
CL
28
CLG LLC
California
$237K +$289 +6 +0.1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$234K -$12.1K -250 -5%
WAS
30
Winch Advisory Services
Wisconsin
$215K +$289 +6 +0.1%
LFG
31
Larson Financial Group
Missouri
$93.7K +$91.6K +1,900 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$92.9K – – –
RWM
33
RMG Wealth Management
Wisconsin
$87K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$54K – – –
JFA
35
JNBA Financial Advisors
Minnesota
$53.3K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$43K +$48 +1 +0.1%
TAM
37
Tucker Asset Management
Colorado
$31.3K – – –
PS
38
Principal Securities
Iowa
$29.6K -$434 -9 -1%
SPIA
39
Steward Partners Investment Advisory
New York
$12.1K +$11.8K +245 New
NA
40
NewEdge Advisors
Louisiana
$11.9K +$48 +1 +0.4%
JP Morgan Chase
41
JP Morgan Chase
New York
$8.63K +$8.44K +175 New
TLA
42
Tanglewood Legacy Advisors
Texas
$8.38K – – –
HI
43
Harbour Investments
Wisconsin
$6.46K – – –
CTA
44
Colonial Trust Advisors
South Carolina
$3.7K – – –
GSWM
45
Golden State Wealth Management
California
$2.42K – – –
IA
46
IFP Advisors
Florida
$148 – – –
EWM
47
Empirical Wealth Management
Washington
– -$465K -9,857 Closed
UBS Group
48
UBS Group
Switzerland
– -$149K -3,151 Closed
SAM
49
S.A. Mason
Michigan
– -$38K -805 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– -$47 -1 Closed
1
2

ACVF Hedge Fund Activity: Q3 2025 in Review

46 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q3 2025, worth a combined $27.4M — up 0.15% from $27.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ACVF and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $513K. The largest seller was Envestnet Asset Management, cutting an estimated $816K.

  • 46 institutional investors held American Conservative Values ETF (ACVF) as of Q3 2025, down from 48 in Q2 2025.
  • Funds reported $27.4M of American Conservative Values ETF stock for Q3 2025, up 0.15% quarter-over-quarter.
  • 3 funds opened new American Conservative Values ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest American Conservative Values ETF buyer in Q3 2025 was LPL Financial, an estimated $513K added.
  • The largest American Conservative Values ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $816K sold.

Based on aggregated 13F filings for Q3 2025.