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American Conservative Values ETF

54 hedge funds and large institutions have $34.9M invested in American Conservative Values ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

167% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $11M

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

13% more funds holding

Funds holding: 4854 (+6)

0.44% more ownership

Funds ownership: 25.97%26.4% (+0.44%)

1% less capital invested

Capital invested by funds: $35.3M → $34.9M (-$370K)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
12
Closed
1
Calls
$29.3M
Puts
$11M
Net Calls
+$18.4M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.96M +$143K +2,883 +2%
W
2
WorthPointe
California
$3.66M -$945K -19,088 -20%
EMAM
3
Encompass More Asset Management
California
$1.94M -$8.47K -171 -0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.9M -$31.6K -638 -2%
TWM
5
TopTier Wealth Management
Wisconsin
$1.48M +$693 +14 +0%
AWM
6
AE Wealth Management
Kansas
$1.45M -$321K -6,488 -18%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.45M -$16.2K -327 -1%
Morgan Stanley
8
Morgan Stanley
New York
$1.36M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.34M -$4.06K -82 -0.3%
BCM
10
Brookstone Capital Management
Illinois
$1.23M +$70K +1,413 +6%
FFA
11
Farther Finance Advisors
California
$949K +$969K +19,569 +7,644%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$603K +$2.23K +45 +0.4%
Creative Planning
13
Creative Planning
Kansas
$587K
Raymond James Financial
14
Raymond James Financial
Florida
$587K -$37.9K -766 -6%
CCFM
15
Clear Creek Financial Management
Washington
$568K +$3.32K +67 +0.6%
Osaic Holdings
16
Osaic Holdings
Arizona
$559K -$58.1K -1,174 -9%
FG
17
Fairman Group
Pennsylvania
$545K +$321K +6,476 +130%
CCG
18
Ceeto Capital Group
Florida
$524K
IWC
19
Integrated Wealth Concepts
Massachusetts
$494K +$513K +10,370 New
RIA
20
Regal Investment Advisors
Michigan
$483K
MCG
21
McCollum Christoferson Group
New York
$420K -$29.7K -600 -6%
PAG
22
Private Advisor Group
New Jersey
$395K +$7.33K +148 +2%
KWM
23
Kingsview Wealth Management
Oregon
$356K
VCP
24
Verus Capital Partners
Arizona
$345K
GWWM
25
Great Waters Wealth Management
Minnesota
$320K +$2.82K +57 +0.9%

ACVF Hedge Fund Activity: Q1 2026 in Review

54 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in American Conservative Values ETF (ACVF) for Q1 2026, worth a combined $34.9M — down 1% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ACVF positions and 1 closed out — a net gain of 7 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Farther Finance Advisors, adding an estimated $969K. The largest seller was WorthPointe, cutting an estimated $945K.

  • 54 institutional investors held American Conservative Values ETF (ACVF) as of Q1 2026, up from 48 in Q4 2025.
  • Funds reported $34.9M of American Conservative Values ETF stock for Q1 2026, down 1% quarter-over-quarter.
  • 8 funds opened new American Conservative Values ETF positions in Q1 2026 and 1 closed out, a net change of +7 holders.
  • The largest American Conservative Values ETF buyer in Q1 2026 was Farther Finance Advisors, an estimated $969K added.
  • The largest American Conservative Values ETF seller in Q1 2026 was WorthPointe, an estimated $945K sold.

Based on aggregated 13F filings for Q1 2026.