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American Conservative Values ETF

44 hedge funds and large institutions have $20.3M invested in American Conservative Values ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

97% more call options, than puts

Call options by funds: $82M | Put options by funds: $41.7M

17% more capital invested

Capital invested by funds: $17.3M → $20.3M (+$2.92M)

10% more funds holding

Funds holding: 4044 (+4)

1.48% more ownership

Funds ownership: 16.35%17.83% (+1.5%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
4
Closed
2
Calls
$82M
Puts
$41.7M
Net Calls
+$40.3M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.23M +$468K +10,471 +12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.76M +$116K +2,595 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.5M +$109K +2,435 +8%
Morgan Stanley
4
Morgan Stanley
New York
$1.4M
Citadel Advisors
5
Citadel Advisors
Florida
$851K -$15.3K -342 -2%
AWM
6
AE Wealth Management
Kansas
$844K +$272K +6,089 +46%
MML Investors Services
7
MML Investors Services
Massachusetts
$787K +$179K +4,016 +29%
AAS
8
Avantax Advisory Services
Texas
$738K +$1.16K +26 +0.2%
BCM
9
Brookstone Capital Management
Illinois
$703K +$53.2K +1,190 +8%
EMAM
10
Encompass More Asset Management
California
$668K +$683K +15,289 New
Osaic Holdings
11
Osaic Holdings
Arizona
$561K +$78.5K +1,758 +16%
Creative Planning
12
Creative Planning
Kansas
$545K -$3.04K -68 -0.5%
PAG
13
Private Advisor Group
New Jersey
$539K +$206K +4,618 +60%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$479K -$9.96K -223 -2%
CCFM
15
Clear Creek Financial Management
Washington
$465K
IWC
16
Integrated Wealth Concepts
Massachusetts
$453K +$715 +16 +0.2%
MCG
17
McCollum Christoferson Group
New York
$402K
Raymond James Financial
18
Raymond James Financial
Florida
$352K +$360K +8,059 New
KWM
19
Kingsview Wealth Management
Oregon
$327K
Betterment LLC
20
Betterment LLC
New York
$296K +$18K +404 +6%
WA
21
Waverly Advisors
Alabama
$264K +$402 +9 +0.1%
GWWM
22
Great Waters Wealth Management
Minnesota
$260K +$266K +5,947 New
MFG
23
Merit Financial Group
Georgia
$258K +$402 +9 +0.2%
DADC
24
D.A. Davidson & Co
Montana
$254K -$8.49K -190 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$218K +$223K +4,990 New

ACVF Hedge Fund Activity: Q4 2024 in Review

44 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q4 2024, worth a combined $20.3M — up 17% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ACVF positions and 2 closed out — a net gain of 5 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Encompass More Asset Management, opening a new position worth an estimated $683K. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $121K sold.

  • 44 institutional investors held American Conservative Values ETF (ACVF) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $20.3M of American Conservative Values ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 7 funds opened new American Conservative Values ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest American Conservative Values ETF buyer in Q4 2024 was Encompass More Asset Management, an estimated $683K added.
  • The largest American Conservative Values ETF seller in Q4 2024 was Golden State Equity Partners, an estimated $121K sold.

Based on aggregated 13F filings for Q4 2024.