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American Conservative Values ETF

28 hedge funds and large institutions have $13.1M invested in American Conservative Values ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
1
WorthPointe
California
$1.71M 51,815 +20,982 +68%
AI
2
Atria Investments
North Carolina
$1.68M 50,762 +50,762 New
LPL Financial
3
LPL Financial
California
$1.28M 38,692 +15,676 +68%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.14M 34,409 +3,493 +11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.09M 32,991 +32,991 New
Morgan Stanley
6
Morgan Stanley
New York
$1.01M 30,688
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$967K 29,267 +320 +1%
PAG
8
Private Advisor Group
New Jersey
$739K 22,367 +16,342 +271%
MML Investors Services
9
MML Investors Services
Massachusetts
$459K 13,886 +4,547 +49%
Osaic Holdings
10
Osaic Holdings
Arizona
$446K 13,501 +4,189 +45%
Creative Planning
11
Creative Planning
Kansas
$371K 11,220 +3,148 +39%
Stifel Financial
12
Stifel Financial
Missouri
$370K 11,188 +11,188 New
BCM
13
Brookstone Capital Management
Illinois
$365K 11,132 +11,132 New
MCG
14
McCollum Christoferson Group
New York
$304K 9,200
AWM
15
AE Wealth Management
Kansas
$278K 8,418 +8,418 New
Citadel Advisors
16
Citadel Advisors
Florida
$225K 6,819 +6,819 New
CA
17
Cetera Advisors
Colorado
$218K 6,591 +6,591 New
WAS
18
Winch Advisory Services
Wisconsin
$142K 4,300 +5 +0.1%
GWMIA
19
Global Wealth Management Investment Advisory
Florida
$102K 3,100
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$84K 2,539 -111 -4%
JFA
21
JNBA Financial Advisors
Minnesota
$35.7K 1,081
UBS Group
22
UBS Group
Switzerland
$17.6K 533 +533 New
TLA
23
Tanglewood Legacy Advisors
Texas
$14.7K 445 +445 New
WWP
24
WR Wealth Planners
Missouri
$11.6K 350
HGERS
25
Householder Group Estate & Retirement Specialist
Arizona
$10.1K 305 +305 New