American Conservative Values ETF
ACVF
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.
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
43% more call options, than puts
Call options by funds: $5.38M | Put options by funds: $3.77M
5% more funds holding
Funds holding: 38 → 40 (+2)
3.96% less ownership
Funds ownership: 20.31% → 16.35% (-4%)
10% less capital invested
Capital invested by funds: $19.3M → $17.3M (-$1.95M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$831K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$434K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$269K |
| 5 |
Betterment LLC
New York
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$6.1M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$8.34K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.23K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.64K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$7.47K |
ACVF Hedge Fund Activity: Q3 2024 in Review
40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q3 2024, worth a combined $17.3M — down 10% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ACVF positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $1M. The largest seller was Atria Investments, exiting entirely with an estimated $6.1M sold.
- 40 institutional investors held American Conservative Values ETF (ACVF) as of Q3 2024, up from 38 in Q2 2024.
- Funds reported $17.3M of American Conservative Values ETF stock for Q3 2024, down 10% quarter-over-quarter.
- 5 funds opened new American Conservative Values ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
- The largest American Conservative Values ETF buyer in Q3 2024 was LPL Financial, an estimated $1M added.
- The largest American Conservative Values ETF seller in Q3 2024 was Atria Investments, an estimated $6.1M sold.
Based on aggregated 13F filings for Q3 2024.