American Century Focused Dynamic Growth ETF
FDG
31 hedge funds and large institutions have $165M invested in American Century Focused Dynamic Growth ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
11% more capital invested
Capital invested by funds: $148M → $165M (+$16.2M)
7% more funds holding
Funds holding: 29 → 31 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.27% less ownership
Funds ownership: 82.46% → 77.19% (-5.3%)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$4.21M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.24M |
| 3 |
Bank of New York Mellon
New York
|
+$1.63M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$349K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$9.81M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.09M |
| 3 |
SF
Slagle Financial
Edwardsville,
Illinois
|
-$3.8M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$546K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$502K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
26
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $234K | -$26K | -339 | -11% |
|
|
JWCA
27
J.W. Cole Advisors
Tampa,
Florida
| $223K | +$207K | +2,696 | New |
|
|
WA
28
Win Advisors
Palm Beach Gardens,
Florida
| $201K | +$186K | +2,428 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | +$3.07K | +40 | +7% |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | – | – | – |
|
|
VF
31
VitalStone Financial
Shavano Park,
Texas
| $5K | -$307 | -4 | -6% |
|
|
AWM
32
AE Wealth Management
Topeka,
Kansas
| – | -$4.09M | -55,828 | Closed |
|
|
GM
33
GeoWealth Management
Chicago,
Illinois
| – | -$546K | -7,668 | Closed |
|
|
FAG
34
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$210K | -2,945 | Closed |
|
FDG Hedge Fund Activity: Q1 2024 in Review
31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Dynamic Growth ETF (FDG) for Q1 2024, worth a combined $165M — up 11% from $148M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDG positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 14 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $4.21M. The largest seller was American Century Companies, cutting an estimated $9.81M.
- 31 institutional investors held American Century Focused Dynamic Growth ETF (FDG) as of Q1 2024, up from 29 in Q4 2023.
- Funds reported $165M of American Century Focused Dynamic Growth ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 5 funds opened new American Century Focused Dynamic Growth ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest American Century Focused Dynamic Growth ETF buyer in Q1 2024 was Synergy Asset Management, an estimated $4.21M added.
- The largest American Century Focused Dynamic Growth ETF seller in Q1 2024 was American Century Companies, an estimated $9.81M sold.
Based on aggregated 13F filings for Q1 2024.