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American Conservative Values ETF
ACVF

48 hedge funds and large institutions have $35.3M invested in American Conservative Values ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

94% more call options, than puts

Call options by funds: $40.9M | Put options by funds: $21.1M

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $27.4M → $35.3M (+$7.88M)

5.76% more ownership

Funds ownership: 20.21% → 25.97% (+5.8%)

4% more funds holding

Funds holding: 46 → 48 (+2)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
7
Closed
4
Calls
$40.9M
Puts
$21.1M
Net Calls
+$19.9M
Net Calls Change
+$62.2M

Top Buyers

Rank Fund Capital Flow
1
W
WorthPointe
California
+$4.72M
2
EMAM
Encompass More Asset Management
California
+$732K
3
RIA
Regal Investment Advisors
Michigan
+$499K
4
MML Investors Services
MML Investors Services
Massachusetts
+$282K
5
AWM
AE Wealth Management
Kansas
+$266K

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$511K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$167K
3
LPL Financial
LPL Financial
California
-$129K
4
RWM
RMG Wealth Management
Wisconsin
-$87K
5
LFG
Larson Financial Group
Missouri
-$73.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
Merit Financial Group
Georgia
$293K +$394 +8 +0.1%
DADC
27
D.A. Davidson & Co
Montana
$292K +$5.36K +109 +2%
VFG
28
Victory Financial Group
Texas
$290K +$9.89K +201 +4%
FG
29
Fairman Group
Pennsylvania
$246K +$344 +7 +0.1%
CL
30
CLG LLC
California
$237K +$344 +7 +0.1%
HI
31
Harbour Investments
Wisconsin
$237K +$230K +4,667 +3,563%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$235K +$148 +3 +0.1%
WAS
33
Winch Advisory Services
Wisconsin
$215K +$246 +5 +0.1%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$103K +$10.1K +206 +11%
KAS
35
Kestra Advisory Services
Texas
$84.9K +$84.5K +1,718 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$54K – – –
JFA
37
JNBA Financial Advisors
Minnesota
$53.4K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$43K – – –
TAM
39
Tucker Asset Management
Colorado
$31.4K – – –
LFG
40
Larson Financial Group
Missouri
$19.8K -$73.8K -1,500 -79%
Wells Fargo
41
Wells Fargo
California
$14.8K +$14.8K +301 New
FFA
42
Farther Finance Advisors
California
$12.6K +$12.6K +256 New
SPIA
43
Steward Partners Investment Advisory
New York
$12.1K – – –
NA
44
NewEdge Advisors
Louisiana
$11.9K – – –
JP Morgan Chase
45
JP Morgan Chase
New York
$5.78K -$2.85K -58 -33%
CTA
46
Colonial Trust Advisors
South Carolina
$3.7K – – –
GSWM
47
Golden State Wealth Management
California
$2.42K – – –
IA
48
IFP Advisors
Florida
$148 – – –
IWC
49
Integrated Wealth Concepts
Massachusetts
– -$511K -10,370 Closed
RWM
50
RMG Wealth Management
Wisconsin
– -$87K -1,762 Closed
1
2
3

ACVF Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q4 2025, worth a combined $35.3M — up 29% from $27.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ACVF positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was WorthPointe, opening a new position worth an estimated $4.72M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $511K sold.

  • 48 institutional investors held American Conservative Values ETF (ACVF) as of Q4 2025, up from 46 in Q3 2025.
  • Funds reported $35.3M of American Conservative Values ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 6 funds opened new American Conservative Values ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest American Conservative Values ETF buyer in Q4 2025 was WorthPointe, an estimated $4.72M added.
  • The largest American Conservative Values ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $511K sold.

Based on aggregated 13F filings for Q4 2025.