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American Conservative Values ETF
ACVF

Overview Fund Activity

38 hedge funds and large institutions have $19.3M invested in American Conservative Values ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
7
Closed
–
Calls
$8.65M
Puts
$3.97M
Net Calls
+$4.68M
Net Calls Change
+$1.18M

Top Buyers

1
AI
1
Atria Investments
North Carolina
$6.1M
2
AAS
2
Avantax Advisory Services
Texas
$703K
3
LPL Financial
3
LPL Financial
California
$2.57M
4
BCM
4
Brookstone Capital Management
Illinois
$581K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.45M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$384K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$45K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$462K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.32M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$577K
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Atria Investments
North Carolina
$6.1M 147,811 +72,753 +97%
LPL Financial
2
LPL Financial
California
$2.57M 62,341 +16,269 +35%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.45M 35,099 +1,657 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.32M 32,035 -705 -2%
Morgan Stanley
5
Morgan Stanley
New York
$1.32M 32,029 +1,340 +4%
AAS
6
Avantax Advisory Services
Texas
$703K 17,030 +17,030 New
BCM
7
Brookstone Capital Management
Illinois
$581K 13,771 +1,871 +16%
MML Investors Services
8
MML Investors Services
Massachusetts
$577K 13,976 -698 -5%
AWM
9
AE Wealth Management
Kansas
$518K 12,540 +818 +7%
Creative Planning
10
Creative Planning
Kansas
$509K 12,331 +1,111 +10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$462K 11,189 -1,424 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$384K 9,313 -6,256 -40%
MCG
13
McCollum Christoferson Group
New York
$380K 9,200 – –
CCFM
14
Clear Creek Financial Management
Washington
$366K 8,880 -143 -2%
KWM
15
Kingsview Wealth Management
Oregon
$308K 7,473 – –
PAG
16
Private Advisor Group
New Jersey
$276K 6,699 +171 +3%
WA
17
Waverly Advisors
Alabama
$249K 6,027 +8 +0.1%
MFG
18
Merit Financial Group
Georgia
$243K 5,880 – –
DADC
19
D.A. Davidson & Co
Montana
$242K 5,853 -627 -10%
FG
20
Fairman Group
Pennsylvania
$203K 4,930 +6 +0.1%
WAS
21
Winch Advisory Services
Wisconsin
$178K 4,322 +5 +0.1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$45K 1,095 -1,444 -57%
JFA
23
JNBA Financial Advisors
Minnesota
$44.6K 1,081 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$36K 864 +864 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$33.1K 794 – –
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