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American Century Focused Dynamic Growth ETF

29 hedge funds and large institutions have $148M invested in American Century Focused Dynamic Growth ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding

Funds holding: 2529 (+4)

7% more capital invested

Capital invested by funds: $138M → $148M (+$10.1M)

3.83% more ownership

Funds ownership: 78.63%82.46% (+3.8%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
10
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$68.3M -$1.46M -22,281 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.8M +$1.37M +20,924 +4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.68M +$1.34M +20,538 +35%
CFD
4
Creative Financial Designs
Indiana
$4.91M -$203K -3,104 -4%
EFL
5
ERn Financial LLC
Wisconsin
$4.76M -$70.2K -1,072 -2%
AWM
6
AE Wealth Management
Kansas
$4.09M +$425K +6,499 +13%
SF
7
Slagle Financial
Illinois
$3.82M +$3.88M +59,283 +123%
Truist Financial
8
Truist Financial
North Carolina
$3.21M -$1.18M -18,088 -29%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.36M +$757K +11,561 +53%
LNC
10
Lincoln National Corp
Pennsylvania
$1.93M +$63.8K +975 +4%
AF
11
Apexium Financial
Texas
$1.85M -$930K -14,211 -35%
DWMS
12
Dominguez Wealth Management Solutions
Virginia
$1.09M -$27.9K -426 -3%
Stifel Financial
13
Stifel Financial
Missouri
$819K +$376K +5,744 +100%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$763K -$286K -4,370 -29%
OL
15
Owen LaRue
Kentucky
$681K -$49.8K -760 -7%
IA
16
IFP Advisors
Florida
$627K +$42.7K +652 +8%
Bank of America
17
Bank of America
North Carolina
$610K +$23K +352 +4%
GM
18
GeoWealth Management
Illinois
$546K -$7.03M -107,341 -93%
Citadel Advisors
19
Citadel Advisors
Florida
$498K -$1.27M -19,425 -74%
HighTower Advisors
20
HighTower Advisors
Illinois
$386K +$49.8K +760 +16%
CAN
21
Cetera Advisor Networks
California
$352K -$69.5K -1,062 -18%
JIP
22
Jaffetilchin Investment Partners
Florida
$312K
BFA
23
Beacon Financial Advisory
Ohio
$241K
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$228K
JPLA
25
Joseph P. Lucia & Associates
New York
$226K +$208K +3,170 New

FDG Hedge Fund Activity: Q4 2023 in Review

29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Dynamic Growth ETF (FDG) for Q4 2023, worth a combined $148M — up 7.3% from $138M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FDG positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Slagle Financial, adding an estimated $3.88M. The largest seller was GeoWealth Management, cutting an estimated $7.03M.

  • 29 institutional investors held American Century Focused Dynamic Growth ETF (FDG) as of Q4 2023, up from 25 in Q3 2023.
  • Funds reported $148M of American Century Focused Dynamic Growth ETF stock for Q4 2023, up 7.3% quarter-over-quarter.
  • 4 funds opened new American Century Focused Dynamic Growth ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
  • The largest American Century Focused Dynamic Growth ETF buyer in Q4 2023 was Slagle Financial, an estimated $3.88M added.
  • The largest American Century Focused Dynamic Growth ETF seller in Q4 2023 was GeoWealth Management, an estimated $7.03M sold.

Based on aggregated 13F filings for Q4 2023.