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American Century Focused Dynamic Growth ETF

24 hedge funds and large institutions have $161M invested in American Century Focused Dynamic Growth ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

1.36% more ownership

Funds ownership: 71.93%73.29% (+1.4%)

3% more capital invested

Capital invested by funds: $157M → $161M (+$4.07M)

20% less funds holding

Funds holding: 3024 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
24
Holders Change
-6
Holders Change %
-20%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
16
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$94.8M -$6M -79,090 -6%
Citadel Advisors
2
Citadel Advisors
Florida
$20M +$17M +223,508 +477%
SA
3
Stewardship Advisors
Pennsylvania
$12.6M +$2.63M +34,713 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.12M +$7.91M +104,282 +548%
FHC
5
First Heartland Consultants
Missouri
$9.03M -$8.88M -117,054 -49%
Truist Financial
6
Truist Financial
North Carolina
$4.75M +$393K +5,183 +9%
FPGK
7
Financial Partners Group (Kansas)
Kansas
$2.88M +$783K +10,321 +36%
EFL
8
ERn Financial LLC
Wisconsin
$1.42M +$417K +5,493 +40%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.18M +$356K +4,696 +42%
SPC
10
Sigma Planning Corp
Michigan
$867K +$447K +5,884 +101%
KA
11
Kovack Advisors
Florida
$550K +$19.7K +260 +4%
JIP
12
Jaffetilchin Investment Partners
Florida
$547K -$1.45M -19,073 -72%
BFA
13
Beacon Financial Advisory
Ohio
$518K +$99.8K +1,315 +23%
ASN
14
Advisory Services Network
Georgia
$500K -$3.04K -40 -0.6%
BRWM
15
B. Riley Wealth Management
Tennessee
$487K +$1.52K +20 +0.3%
APW
16
Aurora Private Wealth
New Jersey
$459K +$87.7K +1,155 +23%
CA
17
Calton & Associates
Florida
$380K -$108K -1,424 -22%
AWM
18
AE Wealth Management
Kansas
$380K +$390K +5,134 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$361K +$20.1K +265 +6%
CAN
20
Cetera Advisor Networks
California
$249K +$255K +3,364 New
CWM
21
Concentrum Wealth Management
California
$206K -$8.73K -115 -4%
CFA
22
Carroll Financial Associates
North Carolina
$81K +$66.5K +876 +396%
IA
23
IFP Advisors
Florida
$38K +$4.55K +60 +13%
Osaic Holdings
24
Osaic Holdings
Arizona
$19K +$2.13K +28 +12%
SAM
25
Synergy Asset Management
Washington
-$4.83M -64,863 Closed

FDG Hedge Fund Activity: Q1 2021 in Review

24 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Dynamic Growth ETF (FDG) for Q1 2021, worth a combined $161M — up 2.6% from $157M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FDG and 2 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 16 added.

The largest buyer was Citadel Advisors, adding an estimated $17M. The largest seller was First Heartland Consultants, cutting an estimated $8.88M.

  • 24 institutional investors held American Century Focused Dynamic Growth ETF (FDG) as of Q1 2021, down from 30 in Q4 2020.
  • Funds reported $161M of American Century Focused Dynamic Growth ETF stock for Q1 2021, up 2.6% quarter-over-quarter.
  • 2 funds opened new American Century Focused Dynamic Growth ETF positions in Q1 2021 and 7 closed out, a net change of -5 holders.
  • The largest American Century Focused Dynamic Growth ETF buyer in Q1 2021 was Citadel Advisors, an estimated $17M added.
  • The largest American Century Focused Dynamic Growth ETF seller in Q1 2021 was First Heartland Consultants, an estimated $8.88M sold.

Based on aggregated 13F filings for Q1 2021.