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American Conservative Values ETF
ACVF

Overview Fund Activity

47 hedge funds and large institutions have $27.2M invested in American Conservative Values ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
8
Closed
1
Calls
$74M
Puts
$28.1M
Net Calls
+$45.9M
Net Calls Change
+$14.9M

Top Buyers

1
LPL Financial
LPL Financial
California
$7.37M
2
CCG
Ceeto Capital Group
Florida
$519K
3
GSEP
Golden State Equity Partners
California
$303K
4
EMAM
Encompass More Asset Management
California
$1M
5
EWM
Empirical Wealth Management
Washington
$465K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$512K
2
UBS Group
UBS Group
Switzerland
$149K
3
SCA
Stuart Chaussee & Associates
California
$0
4
MCG
McCollum Christoferson Group
New York
$395K
5
PAG
Private Advisor Group
New Jersey
$351K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.37M +$2.42M +51,245 +49%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.14M -$15.3K -324 -0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.08M +$39.7K +841 +2%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.41M +$12.2K +258 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$1.35M -$47 -1 -0%
BCM
6
Brookstone Capital Management
Illinois
$1.12M +$72.5K +1,538 +7%
AWM
7
AE Wealth Management
Kansas
$1.04M +$5.19K +110 +0.5%
EMAM
8
Encompass More Asset Management
California
$1M +$136K +2,891 +16%
AAS
9
Avantax Advisory Services
Texas
$784K -$3.77K -80 -0.5%
Creative Planning
10
Creative Planning
Kansas
$588K – – –
CCFM
11
Clear Creek Financial Management
Washington
$551K +$7.92K +168 +1%
CCG
12
Ceeto Capital Group
Florida
$519K +$519K +11,000 New
Osaic Holdings
13
Osaic Holdings
Arizona
$512K -$151K -3,431 -23%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$493K +$47 +1 +0%
IWC
15
Integrated Wealth Concepts
Massachusetts
$489K – – –
EWM
16
Empirical Wealth Management
Washington
$465K +$124K +2,628 +36%
MCG
17
McCollum Christoferson Group
New York
$395K -$39.1K -830 -9%
Raymond James Financial
18
Raymond James Financial
Florida
$388K +$5.75K +122 +2%
KWM
19
Kingsview Wealth Management
Oregon
$352K – – –
PAG
20
Private Advisor Group
New Jersey
$351K -$19.4K -411 -5%
VCP
21
Verus Capital Partners
Arizona
$342K +$106K +2,250 +45%
Betterment LLC
22
Betterment LLC
New York
$313K +$4.49K +95 +1%
GSEP
23
Golden State Equity Partners
California
$303K +$303K +6,428 New
WA
24
Waverly Advisors
Alabama
$286K +$472 +10 +0.2%
GWWM
25
Great Waters Wealth Management
Minnesota
$280K – – –
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