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American Conservative Values ETF
ACVF

Overview Fund Activity

44 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.

Holders
44
Holders Change
–
Holders Change %
0%
% 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

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.27M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.95M
3
LPL Financial
3
LPL Financial
California
$4.5M
4
EWM
4
Empirical Wealth Management
Washington
$310K
5
UBS Group
5
UBS Group
Switzerland
$271K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PAG
2
Private Advisor Group
New Jersey
$337K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.22M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$447K
5
NA
5
NewEdge Advisors
Louisiana
$10.3K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.5M 105,135 +8,436 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.95M 45,636 +11,362 +33%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.85M 43,230 +2,942 +7%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.27M 29,603 +11,604 +64%
Morgan Stanley
5
Morgan Stanley
New York
$1.22M 28,578 -3,451 -11%
BCM
6
Brookstone Capital Management
Illinois
$952K 22,242 +6,159 +38%
AWM
7
AE Wealth Management
Kansas
$941K 21,983 +2,672 +14%
EMAM
8
Encompass More Asset Management
California
$786K 18,345 +3,056 +20%
AAS
9
Avantax Advisory Services
Texas
$715K 16,709 -169 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$645K 15,053 +2,220 +17%
Creative Planning
11
Creative Planning
Kansas
$534K 12,464 – –
CCFM
12
Clear Creek Financial Management
Washington
$493K 11,515 +874 +8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$447K 10,442 -524 -5%
IWC
14
Integrated Wealth Concepts
Massachusetts
$444K 10,370 +17 +0.2%
MCG
15
McCollum Christoferson Group
New York
$394K 9,200 – –
Raymond James Financial
16
Raymond James Financial
Florida
$347K 8,097 +38 +0.5%
PAG
17
Private Advisor Group
New Jersey
$337K 7,860 -4,478 -36%
KWM
18
Kingsview Wealth Management
Oregon
$320K 7,473 – –
EWM
19
Empirical Wealth Management
Washington
$310K 7,229 +7,229 New
Betterment LLC
20
Betterment LLC
New York
$280K 6,535 -230 -3%
UBS Group
21
UBS Group
Switzerland
$271K 6,319 +6,191 +4,837%
WA
22
Waverly Advisors
Alabama
$259K 6,056 +10 +0.2%
GWWM
23
Great Waters Wealth Management
Minnesota
$255K 5,947 – –
MFG
24
Merit Financial Group
Georgia
$253K 5,908 +10 +0.2%
DADC
25
D.A. Davidson & Co
Montana
$245K 5,717 -100 -2%
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