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American Conservative Values ETF

17 hedge funds and large institutions have $3.93M invested in American Conservative Values ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

42% more funds holding

Funds holding: 1217 (+5)

27% more capital invested

Capital invested by funds: $3.1M → $3.93M (+$836K)

1.07% more ownership

Funds ownership: 10.44%11.5% (+1.1%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1M +$993K +33,717 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$915K +$16.4K +557 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$818K +$13.7K +465 +2%
MCG
4
McCollum Christoferson Group
New York
$274K
MML Investors Services
5
MML Investors Services
Massachusetts
$273K +$12.2K +414 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$229K -$37.4K -1,271 -14%
LPL Financial
7
LPL Financial
California
$209K +$207K +7,039 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$79K +$78.1K +2,650 New
BWM
9
BerganKDV Wealth Management
Minnesota
$63.9K +$22.6K +766 +55%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$22K +$22.1K +750 New
UBS Group
11
UBS Group
Switzerland
$11.7K +$11K +372 +1,771%
WAS
12
Winch Advisory Services
Wisconsin
$11K +$10.9K +370 New
JFA
13
JNBA Financial Advisors
Minnesota
$8.92K
ASN
14
Advisory Services Network
Georgia
$7.28K +$7.22K +245 New
CFGS
15
Concourse Financial Group Securities
Alabama
$4.76K +$560 +19 +13%
CTA
16
Colonial Trust Advisors
South Carolina
$2.23K +$2.21K +75 New
MCC
17
Money Concepts Capital
Florida
$1.49K +$1.47K +50 New
Jane Street
18
Jane Street
New York
-$286K -10,611 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$286K -10,603 Closed
CA
20
Cetera Advisors
Colorado
-$202K -7,500 Closed

ACVF Hedge Fund Activity: Q4 2022 in Review

17 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q4 2022, worth a combined $3.93M — up 27% from $3.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ACVF positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $993K. The largest seller was Jane Street, exiting entirely with an estimated $286K sold.

  • 17 institutional investors held American Conservative Values ETF (ACVF) as of Q4 2022, up from 12 in Q3 2022.
  • Funds reported $3.93M of American Conservative Values ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 8 funds opened new American Conservative Values ETF positions in Q4 2022 and 3 closed out, a net change of +5 holders.
  • The largest American Conservative Values ETF buyer in Q4 2022 was Morgan Stanley, an estimated $993K added.
  • The largest American Conservative Values ETF seller in Q4 2022 was Jane Street, an estimated $286K sold.

Based on aggregated 13F filings for Q4 2022.