We are live on ! Find out more
ACVF icon

American Conservative Values ETF

34 hedge funds and large institutions have $16.2M invested in American Conservative Values ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $13.1M → $16.2M (+$3.16M)

21% more funds holding

Funds holding: 2834 (+6)

1.65% more ownership

Funds ownership: 21.4%23.04% (+1.6%)

44% less call options, than puts

Call options by funds: $203K | Put options by funds: $362K

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
6
Closed
3
Calls
$203K
Puts
$362K
Net Calls
-$159K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
WorthPointe
California
$2.6M +$663K +19,389 +37%
Morgan Stanley
2
Morgan Stanley
New York
$2.24M +$1.05M +30,690 +100%
AI
3
Atria Investments
North Carolina
$1.98M +$121K +3,544 +7%
LPL Financial
4
LPL Financial
California
$1.73M +$295K +8,617 +22%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.21M -$45.2K -1,321 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.07M +$6.19K +181 +0.6%
PAG
7
Private Advisor Group
New Jersey
$771K -$41.8K -1,223 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$692K -$480K -14,031 -43%
MML Investors Services
9
MML Investors Services
Massachusetts
$533K +$24.3K +712 +5%
BCM
10
Brookstone Capital Management
Illinois
$433K +$25.5K +747 +7%
Creative Planning
11
Creative Planning
Kansas
$417K +$7.25K +212 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$393K -$93.1K -2,724 -20%
AWM
13
AE Wealth Management
Kansas
$390K +$69.1K +2,020 +24%
MCG
14
McCollum Christoferson Group
New York
$336K
KWM
15
Kingsview Wealth Management
Oregon
$273K +$255K +7,473 New
CA
16
Cetera Advisors
Colorado
$235K -$4.96K -145 -2%
MFG
17
Merit Financial Group
Georgia
$215K +$201K +5,880 New
FG
18
Fairman Group
Pennsylvania
$179K +$168K +4,916 New
WAS
19
Winch Advisory Services
Wisconsin
$157K +$410 +12 +0.3%
GWMIA
20
Global Wealth Management Investment Advisory
Florida
$113K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$93K
JFA
22
JNBA Financial Advisors
Minnesota
$39.4K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$29.1K +$27.1K +794 New
PS
24
Principal Securities
Iowa
$22.3K +$20.9K +610 New
SAM
25
S.A. Mason
Michigan
$19K +$17.8K +520 New

ACVF Hedge Fund Activity: Q4 2023 in Review

34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q4 2023, worth a combined $16.2M — up 24% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ACVF positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Susquehanna International Group, cutting an estimated $480K.

  • 34 institutional investors held American Conservative Values ETF (ACVF) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $16.2M of American Conservative Values ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 9 funds opened new American Conservative Values ETF positions in Q4 2023 and 3 closed out, a net change of +6 holders.
  • The largest American Conservative Values ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.05M added.
  • The largest American Conservative Values ETF seller in Q4 2023 was Susquehanna International Group, an estimated $480K sold.

Based on aggregated 13F filings for Q4 2023.