American Conservative Values ETF
ACVF
11 hedge funds and large institutions have $3.57M invested in American Conservative Values ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
87% more capital invested
Capital invested by funds: $1.91M → $3.57M (+$1.66M)
3.19% more ownership
Funds ownership: 7.04% → 10.23% (+3.2%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$984K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$445K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$173K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$73.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $1.02M | +$984K | +28,631 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $877K | +$445K | +12,947 | +111% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $721K | -$73.9K | -2,149 | -10% |
|
|
MCG
4
McCollum Christoferson Group
Amherst,
New York
| $328K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $315K | -$173K | -5,024 | -36% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $274K | +$238K | +6,918 | +872% |
|
|
TCM
7
Tradewinds Capital Management
Bellingham,
Washington
| $14K | – | – | – |
|
|
AIP
8
Ameritas Investment Partners
Lincoln,
Nebraska
| $11K | – | – | – |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $7K | – | – | – |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$24K | -750 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$5K | -166 | Closed |
|
ACVF Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q4 2021, worth a combined $3.57M — up 87% from $1.91M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ACVF and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Atria Investments, opening a new position worth an estimated $984K. The largest seller was Susquehanna International Group, cutting an estimated $173K.
- 11 institutional investors held American Conservative Values ETF (ACVF) as of Q4 2021, down from 12 in Q3 2021.
- Funds reported $3.57M of American Conservative Values ETF stock for Q4 2021, up 87% quarter-over-quarter.
- 1 fund opened new American Conservative Values ETF positions in Q4 2021 and 2 closed out, a net change of -1 holder.
- The largest American Conservative Values ETF buyer in Q4 2021 was Atria Investments, an estimated $984K added.
- The largest American Conservative Values ETF seller in Q4 2021 was Susquehanna International Group, an estimated $173K sold.
Based on aggregated 13F filings for Q4 2021.