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American Conservative Values ETF
ACVF

Overview Fund Activity

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.

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
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$341K
2
Creative Planning
2
Creative Planning
Kansas
$254K
3
LPL Financial
3
LPL Financial
California
$366K
4
WAS
4
Winch Advisory Services
Wisconsin
$116K
5
BTI
5
Blue Trust Inc
Georgia
$37K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$967K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
3
MCC
3
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$978K 31,030 +249 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$967K 30,688 -3,029 -9%
LPL Financial
3
LPL Financial
California
$366K 11,617 +4,578 +65%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$341K 10,807 +10,807 New
MML Investors Services
5
MML Investors Services
Massachusetts
$294K 9,334 +154 +2%
MCG
6
McCollum Christoferson Group
New York
$290K 9,200 – –
Creative Planning
7
Creative Planning
Kansas
$254K 8,072 +8,072 New
Osaic Holdings
8
Osaic Holdings
Arizona
$247K 7,825 +115 +1%
WAS
9
Winch Advisory Services
Wisconsin
$116K 3,680 +3,310 +895%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$84K 2,650 – –
BWM
11
BerganKDV Wealth Management
Minnesota
$67.7K 2,148 – –
BTI
12
Blue Trust Inc
Georgia
$37K 1,233 +1,233 New
JFA
13
JNBA Financial Advisors
Minnesota
$18.1K 574 +274 +91%
UBS Group
14
UBS Group
Switzerland
$16.2K 513 +120 +31%
WWP
15
WR Wealth Planners
Missouri
$11K 350 +350 New
ASN
16
Advisory Services Network
Georgia
$7.72K 245 – –
WIM
17
WealthPlan Investment Management
Nebraska
$6.18K 196 +196 New
CFGS
18
Concourse Financial Group Securities
Alabama
$5.04K 160 – –
CTA
19
Colonial Trust Advisors
South Carolina
$2.36K 75 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$894 28,377 +847 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – -750 Closed
MCC
22
Money Concepts Capital
Florida
– – -50 Closed