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American Conservative Values ETF

48 hedge funds and large institutions have $35.3M invested in American Conservative Values ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

94% more call options, than puts

Call options by funds: $40.9M | Put options by funds: $21.1M

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $27.4M → $35.3M (+$7.88M)

5.76% more ownership

Funds ownership: 20.21%25.97% (+5.8%)

4% more funds holding

Funds holding: 4648 (+2)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
7
Closed
4
Calls
$40.9M
Puts
$21.1M
Net Calls
+$19.9M
Net Calls Change
+$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.12M -$129K -2,623 -2%
W
2
WorthPointe
California
$4.74M +$4.72M +95,883 New
EMAM
3
Encompass More Asset Management
California
$2.02M +$732K +14,886 +57%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.01M -$167K -3,387 -8%
AWM
5
AE Wealth Management
Kansas
$1.83M +$266K +5,407 +17%
TWM
6
TopTier Wealth Management
Wisconsin
$1.53M +$1.53M +31,033 New
MML Investors Services
7
MML Investors Services
Massachusetts
$1.52M +$282K +5,727 +23%
Morgan Stanley
8
Morgan Stanley
New York
$1.41M +$2.46K +50 +0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.4M -$3.64K -74 -0.3%
BCM
10
Brookstone Capital Management
Illinois
$1.21M +$48.5K +986 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$646K +$239K +4,868 +59%
Osaic Holdings
12
Osaic Holdings
Arizona
$638K -$43.3K -881 -6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$623K +$75.7K +1,539 +14%
Creative Planning
14
Creative Planning
Kansas
$609K
CCFM
15
Clear Creek Financial Management
Washington
$586K +$25.3K +515 +5%
CCG
16
Ceeto Capital Group
Florida
$543K
RIA
17
Regal Investment Advisors
Michigan
$501K +$499K +10,148 New
MCG
18
McCollum Christoferson Group
New York
$465K +$51.6K +1,050 +13%
PAG
19
Private Advisor Group
New Jersey
$402K +$12.4K +252 +3%
KWM
20
Kingsview Wealth Management
Oregon
$369K
VCP
21
Verus Capital Partners
Arizona
$358K
GWWM
22
Great Waters Wealth Management
Minnesota
$329K +$492 +10 +0.2%
GSEP
23
Golden State Equity Partners
California
$312K +$2.85K +58 +0.9%
Betterment LLC
24
Betterment LLC
New York
$307K -$4.97K -101 -2%
WA
25
Waverly Advisors
Alabama
$300K +$443 +9 +0.1%

ACVF Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q4 2025, worth a combined $35.3M — up 29% from $27.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ACVF positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was WorthPointe, opening a new position worth an estimated $4.72M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $511K sold.

  • 48 institutional investors held American Conservative Values ETF (ACVF) as of Q4 2025, up from 46 in Q3 2025.
  • Funds reported $35.3M of American Conservative Values ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 6 funds opened new American Conservative Values ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest American Conservative Values ETF buyer in Q4 2025 was WorthPointe, an estimated $4.72M added.
  • The largest American Conservative Values ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $511K sold.

Based on aggregated 13F filings for Q4 2025.