ACVF icon

American Conservative Values ETF
ACVF

Overview Fund Activity

36 hedge funds and large institutions have $15.2M invested in American Conservative Values ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
6
Closed
6
Calls
$4.04M
Puts
$529K
Net Calls
+$3.51M
Net Calls Change
+$3.67M

Top Buyers

1
AI
1
Atria Investments
North Carolina
$3.04M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$510K
3
CCFM
3
Clear Creek Financial Management
Washington
$365K
4
DADC
4
D.A. Davidson & Co
Montana
$262K
5
CAN
5
Cetera Advisor Networks
California
$249K

Top Sellers

1
W
1
WorthPointe
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PAG
4
Private Advisor Group
New Jersey
$264K
5
GWMIA
5
Global Wealth Management Investment Advisory
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Atria Investments
North Carolina
$3.04M 75,058 +20,752 +38%
LPL Financial
2
LPL Financial
California
$1.86M 46,072 -1,237 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.35M 33,442 +3,994 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.33M 32,740 -348 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.24M 30,689 -30,689 -50%
Osaic Holdings
6
Osaic Holdings
Arizona
$630K 15,569 +4,792 +44%
MML Investors Services
7
MML Investors Services
Massachusetts
$594K 14,674 +76 +0.5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$510K 12,613 +12,613 New
BCM
9
Brookstone Capital Management
Illinois
$482K 11,900 +21 +0.2%
AWM
10
AE Wealth Management
Kansas
$474K 11,722 +1,284 +12%
Creative Planning
11
Creative Planning
Kansas
$454K 11,220 -212 -2%
MCG
12
McCollum Christoferson Group
New York
$372K 9,200 – –
CCFM
13
Clear Creek Financial Management
Washington
$365K 9,023 +9,023 New
KWM
14
Kingsview Wealth Management
Oregon
$302K 7,473 – –
PAG
15
Private Advisor Group
New Jersey
$264K 6,528 -14,616 -69%
DADC
16
D.A. Davidson & Co
Montana
$262K 6,480 +6,480 New
CA
17
Cetera Advisors
Colorado
$262K 6,462 +16 +0.2%
CAN
18
Cetera Advisor Networks
California
$249K 6,151 +6,151 New
WA
19
Waverly Advisors
Alabama
$244K 6,019 +6,019 New
MFG
20
Merit Financial Group
Georgia
$228K 5,880 – –
FG
21
Fairman Group
Pennsylvania
$199K 4,924 +8 +0.2%
WAS
22
Winch Advisory Services
Wisconsin
$175K 4,317 +5 +0.1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$103K 2,539 – –
JFA
24
JNBA Financial Advisors
Minnesota
$43.8K 1,081 – –
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$32.2K 794 – –
1
2