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American Conservative Values ETF

20 hedge funds and large institutions have $4.11M invested in American Conservative Values ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

18% more funds holding

Funds holding: 1720 (+3)

1.2% more ownership

Funds ownership: 11.5%12.7% (+1.2%)

4% more capital invested

Capital invested by funds: $3.93M → $4.11M (+$176K)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$978K +$7.67K +249 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$967K -$93.3K -3,029 -9%
LPL Financial
3
LPL Financial
California
$366K +$141K +4,578 +65%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$341K +$333K +10,807 New
MML Investors Services
5
MML Investors Services
Massachusetts
$294K +$4.74K +154 +2%
MCG
6
McCollum Christoferson Group
New York
$290K
Creative Planning
7
Creative Planning
Kansas
$254K +$249K +8,072 New
Osaic Holdings
8
Osaic Holdings
Arizona
$247K +$3.54K +115 +1%
WAS
9
Winch Advisory Services
Wisconsin
$116K +$102K +3,310 +895%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$84K
BWM
11
BerganKDV Wealth Management
Minnesota
$67.7K
BTI
12
Blue Trust Inc
Georgia
$37K +$38K +1,233 New
JFA
13
JNBA Financial Advisors
Minnesota
$18.1K +$8.44K +274 +91%
UBS Group
14
UBS Group
Switzerland
$16.2K +$3.7K +120 +31%
WWP
15
WR Wealth Planners
Missouri
$11K +$10.8K +350 New
ASN
16
Advisory Services Network
Georgia
$7.72K
WIM
17
WealthPlan Investment Management
Nebraska
$6.18K +$6.04K +196 New
CFGS
18
Concourse Financial Group Securities
Alabama
$5.04K
CTA
19
Colonial Trust Advisors
South Carolina
$2.36K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$894 +$26.1K +847 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$22K -750 Closed
MCC
22
Money Concepts Capital
Florida
-$1.49K -50 Closed

ACVF Hedge Fund Activity: Q1 2023 in Review

20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q1 2023, worth a combined $4.11M — up 4.5% from $3.93M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ACVF positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $333K. The largest seller was Morgan Stanley, cutting an estimated $93.3K.

  • 20 institutional investors held American Conservative Values ETF (ACVF) as of Q1 2023, up from 17 in Q4 2022.
  • Funds reported $4.11M of American Conservative Values ETF stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 5 funds opened new American Conservative Values ETF positions in Q1 2023 and 2 closed out, a net change of +3 holders.
  • The largest American Conservative Values ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $333K added.
  • The largest American Conservative Values ETF seller in Q1 2023 was Morgan Stanley, an estimated $93.3K sold.

Based on aggregated 13F filings for Q1 2023.