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American Conservative Values ETF

46 hedge funds and large institutions have $27.4M invested in American Conservative Values ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

0% more capital invested

Capital invested by funds: $27.3M → $27.4M (+$42.3K)

1.08% less ownership

Funds ownership: 21.28%20.21% (-1.1%)

4% less funds holding

Funds holding: 4846 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

44% less call options, than puts

Call options by funds: $54.6M | Put options by funds: $97M

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
10
Closed
4
Calls
$54.6M
Puts
$97M
Net Calls
-$42.4M
Net Calls Change
-$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.23M +$513K +10,636 +7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.17M -$3.66K -76 -0.2%
AWM
3
AE Wealth Management
Kansas
$1.56M +$456K +9,464 +43%
Morgan Stanley
4
Morgan Stanley
New York
$1.41M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.4M -$816K -16,929 -37%
EMAM
6
Encompass More Asset Management
California
$1.28M +$229K +4,743 +22%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.23M -$234K -4,847 -16%
BCM
8
Brookstone Capital Management
Illinois
$1.16M -$12.1K -252 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$675K +$20.8K +432 +3%
Creative Planning
10
Creative Planning
Kansas
$608K -$6.41K -133 -1%
CCFM
11
Clear Creek Financial Management
Washington
$559K -$16.5K -342 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$546K +$30.8K +638 +6%
CCG
13
Ceeto Capital Group
Florida
$542K
IWC
14
Integrated Wealth Concepts
Massachusetts
$511K
MCG
15
McCollum Christoferson Group
New York
$413K
Raymond James Financial
16
Raymond James Financial
Florida
$405K +$48 +1 +0%
PAG
17
Private Advisor Group
New Jersey
$389K +$21.2K +440 +6%
KWM
18
Kingsview Wealth Management
Oregon
$368K
VCP
19
Verus Capital Partners
Arizona
$357K
GWWM
20
Great Waters Wealth Management
Minnesota
$328K +$33.8K +702 +12%
Betterment LLC
21
Betterment LLC
New York
$311K -$15.3K -317 -5%
GSEP
22
Golden State Equity Partners
California
$309K -$7.81K -162 -3%
WA
23
Waverly Advisors
Alabama
$300K +$434 +9 +0.1%
MFG
24
Merit Financial Group
Georgia
$292K +$434 +9 +0.2%
DADC
25
D.A. Davidson & Co
Montana
$287K +$723 +15 +0.3%

ACVF Hedge Fund Activity: Q3 2025 in Review

46 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q3 2025, worth a combined $27.4M — up 0.15% from $27.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ACVF and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $513K. The largest seller was Envestnet Asset Management, cutting an estimated $816K.

  • 46 institutional investors held American Conservative Values ETF (ACVF) as of Q3 2025, down from 48 in Q2 2025.
  • Funds reported $27.4M of American Conservative Values ETF stock for Q3 2025, up 0.15% quarter-over-quarter.
  • 3 funds opened new American Conservative Values ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest American Conservative Values ETF buyer in Q3 2025 was LPL Financial, an estimated $513K added.
  • The largest American Conservative Values ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $816K sold.

Based on aggregated 13F filings for Q3 2025.