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American Century Focused Dynamic Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2825 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$61.9M +$3.49M +52,772 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.9M +$2.75M +41,661 +8%
GM
3
GeoWealth Management
Illinois
$7.25M +$7.6M +115,009 New
CFD
4
Creative Financial Designs
Indiana
$4.54M -$68.9K -1,043 -1%
EFL
5
ERn Financial LLC
Wisconsin
$4.26M -$558K -8,442 -11%
Truist Financial
6
Truist Financial
North Carolina
$3.99M -$443K -6,701 -10%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.73M +$797K +12,070 +26%
AWM
8
AE Wealth Management
Kansas
$3.11M +$255K +3,857 +8%
SF
9
Slagle Financial
Illinois
$3.03M +$313K +4,744 +11%
AF
10
Apexium Financial
Texas
$2.53M -$334K -5,051 -11%
Citadel Advisors
11
Citadel Advisors
Florida
$1.67M -$5.45M -82,559 -76%
LNC
12
Lincoln National Corp
Pennsylvania
$1.64M +$261K +3,957 +18%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.36M +$251K +3,797 +21%
DWMS
14
Dominguez Wealth Management Solutions
Virginia
$995K +$14.7K +223 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$951K -$26K -394 -3%
OL
16
Owen LaRue
Kentucky
$651K -$33.4K -506 -5%
Bank of America
17
Bank of America
North Carolina
$518K -$410K -6,206 -43%
IA
18
IFP Advisors
Florida
$514K +$16.4K +249 +3%
CAN
19
Cetera Advisor Networks
California
$379K -$19.6K -297 -5%
Stifel Financial
20
Stifel Financial
Missouri
$363K +$381K +5,764 New
HighTower Advisors
21
HighTower Advisors
Illinois
$295K -$27.3K -413 -8%
JIP
22
Jaffetilchin Investment Partners
Florida
$276K
BFA
23
Beacon Financial Advisory
Ohio
$214K +$13.9K +211 +7%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$202K
VF
25
VitalStone Financial
Texas
$5K +$3.24K +49 +213%

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.