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American Conservative Values ETF
ACVF

Overview Fund Activity

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.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.59%
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

Top Buyers

1
EMAM
1
Encompass More Asset Management
California
$668K
2
LPL Financial
2
LPL Financial
California
$4.23M
3
Raymond James Financial
3
Raymond James Financial
Florida
$352K
4
AWM
4
AE Wealth Management
Kansas
$844K
5
GWWM
5
Great Waters Wealth Management
Minnesota
$260K

Top Sellers

1
GSEP
1
Golden State Equity Partners
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$851K
3
HGERS
3
Householder Group Estate & Retirement Specialist
Arizona
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$479K
5
DADC
5
D.A. Davidson & Co
Montana
$254K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.23M 96,699 +10,471 +12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.76M 40,288 +2,595 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.5M 34,274 +2,435 +8%
Morgan Stanley
4
Morgan Stanley
New York
$1.4M 32,029 – –
Citadel Advisors
5
Citadel Advisors
Florida
$851K 19,458 -342 -2%
AWM
6
AE Wealth Management
Kansas
$844K 19,311 +6,089 +46%
MML Investors Services
7
MML Investors Services
Massachusetts
$787K 17,999 +4,016 +29%
AAS
8
Avantax Advisory Services
Texas
$738K 16,878 +26 +0.2%
BCM
9
Brookstone Capital Management
Illinois
$703K 16,083 +1,190 +8%
EMAM
10
Encompass More Asset Management
California
$668K 15,289 +15,289 New
Osaic Holdings
11
Osaic Holdings
Arizona
$561K 12,833 +1,758 +16%
Creative Planning
12
Creative Planning
Kansas
$545K 12,464 -68 -0.5%
PAG
13
Private Advisor Group
New Jersey
$539K 12,338 +4,618 +60%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$479K 10,966 -223 -2%
CCFM
15
Clear Creek Financial Management
Washington
$465K 10,641 – –
IWC
16
Integrated Wealth Concepts
Massachusetts
$453K 10,353 +16 +0.2%
MCG
17
McCollum Christoferson Group
New York
$402K 9,200 – –
Raymond James Financial
18
Raymond James Financial
Florida
$352K 8,059 +8,059 New
KWM
19
Kingsview Wealth Management
Oregon
$327K 7,473 – –
Betterment LLC
20
Betterment LLC
New York
$296K 6,765 +404 +6%
WA
21
Waverly Advisors
Alabama
$264K 6,046 +9 +0.1%
GWWM
22
Great Waters Wealth Management
Minnesota
$260K 5,947 +5,947 New
MFG
23
Merit Financial Group
Georgia
$258K 5,898 +9 +0.2%
DADC
24
D.A. Davidson & Co
Montana
$254K 5,817 -190 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$218K 4,990 +4,990 New
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