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American Conservative Values ETF

21 hedge funds and large institutions have $6.84M invested in American Conservative Values ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.05M 30,916 -114 -0.4%
W
2
WorthPointe
California
$1.04M 30,833 +30,833 New
Morgan Stanley
3
Morgan Stanley
New York
$1.04M 30,688
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$980K 28,947 +570 +2%
LPL Financial
5
LPL Financial
California
$779K 23,016 +11,399 +98%
MML Investors Services
6
MML Investors Services
Massachusetts
$316K 9,339 +5 +0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$315K 9,312 +1,487 +19%
MCG
8
McCollum Christoferson Group
New York
$311K 9,200
Creative Planning
9
Creative Planning
Kansas
$273K 8,072
PAG
10
Private Advisor Group
New Jersey
$204K 6,025 +6,025 New
WAS
11
Winch Advisory Services
Wisconsin
$145K 4,295 +615 +17%
BWM
12
BerganKDV Wealth Management
Minnesota
$107K 3,148 +1,000 +47%
GWMIA
13
Global Wealth Management Investment Advisory
Florida
$105K 3,100 +3,100 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$90K 2,650
JFA
15
JNBA Financial Advisors
Minnesota
$36.6K 1,081 +507 +88%
BTI
16
Blue Trust Inc
Georgia
$25K 783 -450 -36%
WWP
17
WR Wealth Planners
Missouri
$11.8K 350
WIM
18
WealthPlan Investment Management
Nebraska
$6.64K 196
HI
19
Harbour Investments
Wisconsin
$4.37K 129 +129 New
CTA
20
Colonial Trust Advisors
South Carolina
$2.54K 75
Fidelity Investments
21
Fidelity Investments
Massachusetts
$34 1 +1 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-10,807 Closed
UBS Group
23
UBS Group
Switzerland
-513 Closed
ASN
24
Advisory Services Network
Georgia
-245 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
-160 Closed