ACVF icon

American Conservative Values ETF
ACVF

Overview Fund Activity

40 hedge funds and large institutions have $17.3M invested in American Conservative Values ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
3
Closed
3
Calls
$5.38M
Puts
$3.77M
Net Calls
+$1.61M
Net Calls Change
-$3.07M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.76M
2
Citadel Advisors
2
Citadel Advisors
Florida
$864K
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$451K
4
RJA
4
Raymond James & Associates
Florida
$279K
5
Betterment LLC
5
Betterment LLC
New York
$278K

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.39M
3
CP
3
Castleview Partners
Texas
$0
4
UBS Group
4
UBS Group
Switzerland
$436
5
AAS
5
Avantax Advisory Services
Texas
$736K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.76M 86,228 +23,887 +38%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.65M 37,693 +2,594 +7%
Morgan Stanley
3
Morgan Stanley
New York
$1.4M 32,029 – –
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.39M 31,839 -196 -0.6%
Citadel Advisors
5
Citadel Advisors
Florida
$864K 19,800 +19,800 New
AAS
6
Avantax Advisory Services
Texas
$736K 16,852 -178 -1%
BCM
7
Brookstone Capital Management
Illinois
$650K 14,893 +1,122 +8%
MML Investors Services
8
MML Investors Services
Massachusetts
$610K 13,983 +7 +0.1%
AWM
9
AE Wealth Management
Kansas
$577K 13,222 +682 +5%
Creative Planning
10
Creative Planning
Kansas
$547K 12,532 +201 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$488K 11,189 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$483K 11,075 +1,762 +19%
CCFM
13
Clear Creek Financial Management
Washington
$464K 10,641 +1,761 +20%
IWC
14
Integrated Wealth Concepts
Massachusetts
$451K 10,337 +10,337 New
MCG
15
McCollum Christoferson Group
New York
$402K 9,200 – –
PAG
16
Private Advisor Group
New Jersey
$337K 7,720 +1,021 +15%
KWM
17
Kingsview Wealth Management
Oregon
$326K 7,473 – –
RJA
18
Raymond James & Associates
Florida
$279K 6,401 +6,401 New
Betterment LLC
19
Betterment LLC
New York
$278K 6,361 +6,361 New
WA
20
Waverly Advisors
Alabama
$263K 6,037 +10 +0.2%
DADC
21
D.A. Davidson & Co
Montana
$262K 6,007 +154 +3%
MFG
22
Merit Financial Group
Georgia
$257K 5,889 +9 +0.2%
FG
23
Fairman Group
Pennsylvania
$216K 4,938 +8 +0.2%
WAS
24
Winch Advisory Services
Wisconsin
$189K 4,328 +6 +0.1%
GSEP
25
Golden State Equity Partners
California
$121K 2,769 +2,769 New
1
2