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American Conservative Values ETF

45 hedge funds and large institutions have $21.7M invested in American Conservative Values ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

142% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $21.9M

7% more capital invested

Capital invested by funds: $20.3M → $21.7M (+$1.44M)

2% more funds holding

Funds holding: 4445 (+1)

0.74% more ownership

Funds ownership: 17.83%18.57% (+0.74%)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
7
Closed
1
Calls
$52.9M
Puts
$21.9M
Net Calls
+$31M
Net Calls Change
-$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.5M +$374K +8,436 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.95M +$504K +11,362 +33%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.85M +$130K +2,942 +7%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.27M +$514K +11,604 +64%
Morgan Stanley
5
Morgan Stanley
New York
$1.22M -$153K -3,451 -11%
BCM
6
Brookstone Capital Management
Illinois
$952K +$273K +6,159 +38%
AWM
7
AE Wealth Management
Kansas
$941K +$118K +2,672 +14%
EMAM
8
Encompass More Asset Management
California
$786K +$135K +3,056 +20%
AAS
9
Avantax Advisory Services
Texas
$715K -$7.49K -169 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$645K +$98.4K +2,220 +17%
Creative Planning
11
Creative Planning
Kansas
$534K
CCFM
12
Clear Creek Financial Management
Washington
$493K +$38.7K +874 +8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$447K -$23.2K -524 -5%
IWC
14
Integrated Wealth Concepts
Massachusetts
$444K +$753 +17 +0.2%
MCG
15
McCollum Christoferson Group
New York
$394K
Raymond James Financial
16
Raymond James Financial
Florida
$347K +$1.68K +38 +0.5%
PAG
17
Private Advisor Group
New Jersey
$337K -$198K -4,478 -36%
KWM
18
Kingsview Wealth Management
Oregon
$320K
EWM
19
Empirical Wealth Management
Washington
$310K +$320K +7,229 New
Betterment LLC
20
Betterment LLC
New York
$280K -$10.2K -230 -3%
UBS Group
21
UBS Group
Switzerland
$271K +$274K +6,191 +4,837%
WA
22
Waverly Advisors
Alabama
$259K +$443 +10 +0.2%
GWWM
23
Great Waters Wealth Management
Minnesota
$255K
MFG
24
Merit Financial Group
Georgia
$253K +$443 +10 +0.2%
DADC
25
D.A. Davidson & Co
Montana
$245K -$4.43K -100 -2%

ACVF Hedge Fund Activity: Q1 2025 in Review

45 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q1 2025, worth a combined $21.7M — up 7.1% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ACVF positions and 1 closed out — a net gain of 3 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was MML Investors Services, adding an estimated $514K. The largest seller was Citadel Advisors, exiting entirely with an estimated $851K sold.

  • 45 institutional investors held American Conservative Values ETF (ACVF) as of Q1 2025, up from 44 in Q4 2024.
  • Funds reported $21.7M of American Conservative Values ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 4 funds opened new American Conservative Values ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
  • The largest American Conservative Values ETF buyer in Q1 2025 was MML Investors Services, an estimated $514K added.
  • The largest American Conservative Values ETF seller in Q1 2025 was Citadel Advisors, an estimated $851K sold.

Based on aggregated 13F filings for Q1 2025.