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American Century Focused Dynamic Growth ETF

30 hedge funds and large institutions have $157M invested in American Century Focused Dynamic Growth ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

50% more funds holding

Funds holding: 2030 (+10)

7% more capital invested

Capital invested by funds: $148M → $157M (+$9.78M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1,680.58% less ownership

Funds ownership: 1,752.51%71.93% (-1,681%)

Holders
30
Holders Change
+10
Holders Change %
+50%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
13
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$101M -$18.5M -268,344 -16%
FHC
2
First Heartland Consultants
Missouri
$17.8M +$2.1M +30,409 +15%
SA
3
Stewardship Advisors
Pennsylvania
$10.1M +$9.37M +135,915 New
SAM
4
Synergy Asset Management
Washington
$4.83M +$4.47M +64,863 New
Truist Financial
5
Truist Financial
North Carolina
$4.39M +$303K +4,402 +8%
Citadel Advisors
6
Citadel Advisors
Florida
$3.49M +$623K +9,046 +24%
DIM
7
Delta Investment Management
California
$2.46M +$2.28M +33,127 New
FPGK
8
Financial Partners Group (Kansas)
Kansas
$2.21M +$635K +9,219 +47%
JIP
9
Jaffetilchin Investment Partners
Florida
$1.97M +$80.2K +1,164 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.42M +$1.31M +19,029 New
EFL
11
ERn Financial LLC
Wisconsin
$1.02M +$945K +13,715 New
CIBC World Market
12
CIBC World Market
Ontario, Canada
$966K +$49.9K +724 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$840K +$778K +11,293 New
KA
14
Kovack Advisors
Florida
$534K +$495K +7,182 New
ASN
15
Advisory Services Network
Georgia
$506K +$234K +3,400 +100%
BRWM
16
B. Riley Wealth Management
Tennessee
$489K +$53.7K +779 +13%
CA
17
Calton & Associates
Florida
$489K +$179K +2,592 +65%
SPC
18
Sigma Planning Corp
Michigan
$435K +$65.1K +945 +19%
BFA
19
Beacon Financial Advisory
Ohio
$423K +$122K +1,773 +45%
APW
20
Aurora Private Wealth
New Jersey
$376K +$2.14K +31 +0.6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$344K +$318K +4,618 New
BCM
22
Beck Capital Management
Texas
$313K -$4.2K -61 -1%
PWS
23
Paragon Wealth Strategies
Florida
$279K -$14.9M -216,610 -98%
CWM
24
Concentrum Wealth Management
California
$216K +$200K +2,907 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$69K +$64.1K +930 New

FDG Hedge Fund Activity: Q4 2020 in Review

30 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Dynamic Growth ETF (FDG) for Q4 2020, worth a combined $157M — up 6.6% from $148M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FDG positions and 2 closed out — a net gain of 10 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Stewardship Advisors, opening a new position worth an estimated $9.37M. The largest seller was American Century Companies, cutting an estimated $18.5M.

  • 30 institutional investors held American Century Focused Dynamic Growth ETF (FDG) as of Q4 2020, up from 20 in Q3 2020.
  • Funds reported $157M of American Century Focused Dynamic Growth ETF stock for Q4 2020, up 6.6% quarter-over-quarter.
  • 12 funds opened new American Century Focused Dynamic Growth ETF positions in Q4 2020 and 2 closed out, a net change of +10 holders.
  • The largest American Century Focused Dynamic Growth ETF buyer in Q4 2020 was Stewardship Advisors, an estimated $9.37M added.
  • The largest American Century Focused Dynamic Growth ETF seller in Q4 2020 was American Century Companies, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2020.