We are live on ! Find out more
ACVF icon

American Conservative Values ETF

48 hedge funds and large institutions have $27.3M 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

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

164% more call options, than puts

Call options by funds: $74M | Put options by funds: $28.1M

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

26% more capital invested

Capital invested by funds: $21.7M → $27.3M (+$5.64M)

7% more funds holding

Funds holding: 4548 (+3)

2.71% more ownership

Funds ownership: 18.57%21.28% (+2.7%)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.37M +$2.25M +51,245 +49%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.14M -$14.2K -324 -0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.08M +$36.9K +841 +2%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.41M +$11.3K +258 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$1.35M -$44 -1 -0%
BCM
6
Brookstone Capital Management
Illinois
$1.12M +$67.4K +1,538 +7%
AWM
7
AE Wealth Management
Kansas
$1.04M +$4.82K +110 +0.5%
EMAM
8
Encompass More Asset Management
California
$1M +$127K +2,891 +16%
AAS
9
Avantax Advisory Services
Texas
$784K -$3.51K -80 -0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$630K -$73.9K -1,686 -11%
Creative Planning
11
Creative Planning
Kansas
$588K
CCFM
12
Clear Creek Financial Management
Washington
$551K +$7.36K +168 +1%
CCG
13
Ceeto Capital Group
Florida
$519K +$482K +11,000 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$493K +$44 +1 +0%
IWC
15
Integrated Wealth Concepts
Massachusetts
$489K
EWM
16
Empirical Wealth Management
Washington
$465K +$115K +2,628 +36%
MCG
17
McCollum Christoferson Group
New York
$395K -$36.4K -830 -9%
Raymond James Financial
18
Raymond James Financial
Florida
$388K +$5.35K +122 +2%
KWM
19
Kingsview Wealth Management
Oregon
$352K
PAG
20
Private Advisor Group
New Jersey
$351K -$18K -411 -5%
VCP
21
Verus Capital Partners
Arizona
$342K +$98.6K +2,250 +45%
Betterment LLC
22
Betterment LLC
New York
$313K +$4.16K +95 +1%
GSEP
23
Golden State Equity Partners
California
$303K +$282K +6,428 New
WA
24
Waverly Advisors
Alabama
$286K +$438 +10 +0.2%
GWWM
25
Great Waters Wealth Management
Minnesota
$280K

ACVF Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q2 2025, worth a combined $27.3M — up 26% from $21.7M 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 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.25M. The largest seller was UBS Group, cutting an estimated $139K.

  • 48 institutional investors held American Conservative Values ETF (ACVF) as of Q2 2025, up from 45 in Q1 2025.
  • Funds reported $27.3M of American Conservative Values ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 4 funds opened new American Conservative Values ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
  • The largest American Conservative Values ETF buyer in Q2 2025 was LPL Financial, an estimated $2.25M added.
  • The largest American Conservative Values ETF seller in Q2 2025 was UBS Group, an estimated $139K sold.

Based on aggregated 13F filings for Q2 2025.