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American Conservative Values ETF
ACVF

11 hedge funds and large institutions have $2.94M invested in American Conservative Values ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 11 → 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.8% less ownership

Funds ownership: 10.23% → 8.42% (-1.8%)

18% less capital invested

Capital invested by funds: $3.57M → $2.94M (-$629K)

Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$250K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$131K
3
Osaic Holdings
Osaic Holdings
Arizona
+$73.7K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$53.2K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.04K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$1.02M
2
AIP
Ameritas Investment Partners
Nebraska
-$11K
3
SPIA
Steward Partners Investment Advisory
New York
-$7K
4
GWM
Geneos Wealth Management
Colorado
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$967K +$131K +3,928 +16%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$740K +$53.2K +1,596 +8%
Osaic Holdings
3
Osaic Holdings
Arizona
$336K +$73.7K +2,210 +29%
MCG
4
McCollum Christoferson Group
New York
$312K – – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$308K +$8.04K +241 +3%
CA
6
Cetera Advisors
Colorado
$254K +$250K +7,500 New
TCM
7
Tradewinds Capital Management
Washington
$14K – – –
LPWM
8
Lake Point Wealth Management
Texas
$6K +$5.84K +175 New
MCC
9
Money Concepts Capital
Florida
$2K +$1.67K +50 New
AI
10
Atria Investments
North Carolina
– -$1.02M -28,631 Closed
AIP
11
Ameritas Investment Partners
Nebraska
– -$11K -320 Closed
SPIA
12
Steward Partners Investment Advisory
New York
– -$7K -200 Closed
GWM
13
Geneos Wealth Management
Colorado
– -$1K -33 Closed
UBS Group
14
UBS Group
Switzerland
– +$334 +10 New

ACVF Hedge Fund Activity: Q1 2022 in Review

11 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q1 2022, worth a combined $2.94M — down 18% from $3.57M a quarter earlier.

Fund positioning in ACVF was balanced in Q1 2022: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 0 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $250K. The largest seller was Atria Investments, exiting entirely with an estimated $1.02M sold.

  • 11 institutional investors held American Conservative Values ETF (ACVF) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $2.94M of American Conservative Values ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 4 funds opened new American Conservative Values ETF positions in Q1 2022 and 4 closed out, a net change of 0 holders.
  • The largest American Conservative Values ETF buyer in Q1 2022 was Cetera Advisors, an estimated $250K added.
  • The largest American Conservative Values ETF seller in Q1 2022 was Atria Investments, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2022.