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American Conservative Values ETF

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$74M
Puts
$28.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.37M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.14M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.08M
MML Investors Services
4
MML Investors Services
Massachusetts
$1.41M
Morgan Stanley
5
Morgan Stanley
New York
$1.35M
BCM
6
Brookstone Capital Management
Illinois
$1.12M
AWM
7
AE Wealth Management
Kansas
$1.04M
EMAM
8
Encompass More Asset Management
California
$1M
AAS
9
Avantax Advisory Services
Texas
$784K
Creative Planning
10
Creative Planning
Kansas
$588K
CCFM
11
Clear Creek Financial Management
Washington
$551K
CCG
12
Ceeto Capital Group
Florida
$519K
Osaic Holdings
13
Osaic Holdings
Arizona
$512K
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$493K
IWC
15
Integrated Wealth Concepts
Massachusetts
$489K
EWM
16
Empirical Wealth Management
Washington
$465K
MCG
17
McCollum Christoferson Group
New York
$395K
Raymond James Financial
18
Raymond James Financial
Florida
$388K
KWM
19
Kingsview Wealth Management
Oregon
$352K
PAG
20
Private Advisor Group
New Jersey
$351K
VCP
21
Verus Capital Partners
Arizona
$342K
Betterment LLC
22
Betterment LLC
New York
$313K
GSEP
23
Golden State Equity Partners
California
$303K
WA
24
Waverly Advisors
Alabama
$286K
GWWM
25
Great Waters Wealth Management
Minnesota
$280K