American Century Focused Dynamic Growth ETF
FDG
25 hedge funds and large institutions have $138M invested in American Century Focused Dynamic Growth ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
1.3% more ownership
Funds ownership: 77.33% → 78.63% (+1.3%)
2% more capital invested
Capital invested by funds: $136M → $138M (+$2.23M)
11% less funds holding
Funds holding: 28 → 25 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$7.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$3.49M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.75M |
| 4 |
Bank of New York Mellon
New York
|
+$797K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.45M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$558K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$443K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$410K |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
26
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$227K | -3,459 | Closed |
|
|
APW
27
Aurora Private Wealth
Rockaway,
New Jersey
| – | -$225K | -3,430 | Closed |
|
|
OCM
28
Objective Capital Management
Pepper Pike,
Ohio
| – | -$206K | -3,136 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$92.3K | -1,405 | Closed |
|
30
Osaic Holdings
Scottsdale,
Arizona
| – | -$5.38K | -82 | Closed |
|
FDG Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Dynamic Growth ETF (FDG) for Q3 2023, worth a combined $138M — up 1.6% from $136M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FDG and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $7.6M. The largest seller was Citadel Advisors, cutting an estimated $5.45M.
- 25 institutional investors held American Century Focused Dynamic Growth ETF (FDG) as of Q3 2023, down from 28 in Q2 2023.
- Funds reported $138M of American Century Focused Dynamic Growth ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
- 2 funds opened new American Century Focused Dynamic Growth ETF positions in Q3 2023 and 5 closed out, a net change of -3 holders.
- The largest American Century Focused Dynamic Growth ETF buyer in Q3 2023 was GeoWealth Management, an estimated $7.6M added.
- The largest American Century Focused Dynamic Growth ETF seller in Q3 2023 was Citadel Advisors, an estimated $5.45M sold.
Based on aggregated 13F filings for Q3 2023.