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American Century Focused Large Cap Value ETF

17 hedge funds and large institutions have $174M invested in American Century Focused Large Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

134.9% more ownership

Funds ownership: 2,175.53%2,310.42% (+135%)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more funds holding

Funds holding: 1317 (+4)

13% more capital invested

Capital invested by funds: $154M → $174M (+$20.3M)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
7
Reduced
3
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
$82.4M +$294K +5,275 +0.4%
Creative Planning
2
Creative Planning
Kansas
$44.7M -$2.06M -36,832 -5%
FHC
3
First Heartland Consultants
Missouri
$24.6M +$728K +13,045 +3%
EFL
4
ERn Financial LLC
Wisconsin
$7.16M +$1.27M +22,757 +23%
CWAF
5
Core Wealth Advisors (Florida)
Florida
$4.92M +$4.74M +84,834 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.52M +$191K +3,430 +9%
SW
7
StrongBox Wealth
Missouri
$2.38M +$1.85M +33,085 +415%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.99M +$1.91M +34,282 New
GWM
9
Geneos Wealth Management
Colorado
$616K
SFS
10
Sowell Financial Services
Arkansas
$490K +$227K +4,075 +104%
BFA
11
Beacon Financial Advisory
Ohio
$427K -$18.6K -333 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$419K +$403K +7,225 New
SF
13
Synovus Financial
Georgia
$379K -$16.5K -295 -4%
MWM
14
Minot Wealth Management
Massachusetts
$348K +$335K +6,000 New
LNC
15
Lincoln National Corp
Pennsylvania
$264K +$893 +16 +0.4%
CA
16
Calton & Associates
Florida
$232K +$223K +3,995 New
PPG
17
Peak Planning Group
Colorado
$229K +$220K +3,944 New
Citadel Advisors
18
Citadel Advisors
Florida
-$411K -7,554 Closed
UBS Group
19
UBS Group
Switzerland
-$86K -1,585 Closed

FLV Hedge Fund Activity: Q1 2021 in Review

17 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Large Cap Value ETF (FLV) for Q1 2021, worth a combined $174M — up 13% from $154M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLV positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Core Wealth Advisors (Florida), opening a new position worth an estimated $4.74M. The largest seller was Creative Planning, cutting an estimated $2.06M.

  • 17 institutional investors held American Century Focused Large Cap Value ETF (FLV) as of Q1 2021, up from 13 in Q4 2020.
  • Funds reported $174M of American Century Focused Large Cap Value ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 6 funds opened new American Century Focused Large Cap Value ETF positions in Q1 2021 and 2 closed out, a net change of +4 holders.
  • The largest American Century Focused Large Cap Value ETF buyer in Q1 2021 was Core Wealth Advisors (Florida), an estimated $4.74M added.
  • The largest American Century Focused Large Cap Value ETF seller in Q1 2021 was Creative Planning, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2021.