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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.

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 Market Value Shares Shares
Change
Shares
Change %
W
1
WorthPointe
California
$2.6M 71,204 +19,389 +37%
Morgan Stanley
2
Morgan Stanley
New York
$2.24M 61,378 +30,690 +100%
AI
3
Atria Investments
North Carolina
$1.98M 54,306 +3,544 +7%
LPL Financial
4
LPL Financial
California
$1.73M 47,309 +8,617 +22%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.21M 33,088 -1,321 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.07M 29,448 +181 +0.6%
PAG
7
Private Advisor Group
New Jersey
$771K 21,144 -1,223 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$692K 18,960 -14,031 -43%
MML Investors Services
9
MML Investors Services
Massachusetts
$533K 14,598 +712 +5%
BCM
10
Brookstone Capital Management
Illinois
$433K 11,879 +747 +7%
Creative Planning
11
Creative Planning
Kansas
$417K 11,432 +212 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$393K 10,777 -2,724 -20%
AWM
13
AE Wealth Management
Kansas
$390K 10,438 +2,020 +24%
MCG
14
McCollum Christoferson Group
New York
$336K 9,200
KWM
15
Kingsview Wealth Management
Oregon
$273K 7,473 +7,473 New
CA
16
Cetera Advisors
Colorado
$235K 6,446 -145 -2%
MFG
17
Merit Financial Group
Georgia
$215K 5,880 +5,880 New
FG
18
Fairman Group
Pennsylvania
$179K 4,916 +4,916 New
WAS
19
Winch Advisory Services
Wisconsin
$157K 4,312 +12 +0.3%
GWMIA
20
Global Wealth Management Investment Advisory
Florida
$113K 3,100
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$93K 2,539
JFA
22
JNBA Financial Advisors
Minnesota
$39.4K 1,081
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$29.1K 794 +794 New
PS
24
Principal Securities
Iowa
$22.3K 610 +610 New
SAM
25
S.A. Mason
Michigan
$19K 520 +520 New