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American Century Focused Large Cap Value ETF

19 hedge funds and large institutions have $221M invested in American Century Focused Large Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

516.62% more ownership

Funds ownership: 2,310.42%2,827.04% (+517%)

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

27% more capital invested

Capital invested by funds: $174M → $221M (+$46.7M)

12% more funds holding

Funds holding: 1719 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
12
Reduced
2
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
$114M +$28.5M +472,794 +33%
Creative Planning
2
Creative Planning
Kansas
$45.1M -$1.29M -21,380 -3%
FHC
3
First Heartland Consultants
Missouri
$25.8M +$216K +3,589 +0.8%
CWAF
4
Core Wealth Advisors (Florida)
Florida
$12.2M +$7.12M +118,056 +139%
EFL
5
ERn Financial LLC
Wisconsin
$7.51M +$93K +1,542 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.26M +$3.22M +53,334 +156%
SW
7
StrongBox Wealth
Missouri
$3.68M +$1.22M +20,143 +49%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.85M +$238K +3,941 +9%
Citadel Advisors
9
Citadel Advisors
Florida
$1.3M +$1.3M +21,605 New
GWM
10
Geneos Wealth Management
Colorado
$606K -$19.8K -328 -3%
CA
11
Claro Advisors
Massachusetts
$492K +$493K +8,181 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$477K +$43.3K +718 +10%
BFA
13
Beacon Financial Advisory
Ohio
$471K +$28.6K +474 +6%
MWM
14
Minot Wealth Management
Massachusetts
$467K +$103K +1,700 +28%
SF
15
Synovus Financial
Georgia
$395K +$965 +16 +0.2%
LNC
16
Lincoln National Corp
Pennsylvania
$274K +$965 +16 +0.4%
SWM
17
Spire Wealth Management
Virginia
$118K +$119K +1,972 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$64K +$64K +1,061 New
CTC
19
Central Trust Company
Missouri
$7K +$6.58K +109 New
SFS
20
Sowell Financial Services
Arkansas
-$490K -8,001 Closed
CA
21
Calton & Associates
Florida
-$232K -3,995 Closed

FLV Hedge Fund Activity: Q2 2021 in Review

19 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Large Cap Value ETF (FLV) for Q2 2021, worth a combined $221M — up 27% from $174M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLV positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was American Century Companies, adding an estimated $28.5M. The largest seller was Creative Planning, cutting an estimated $1.29M.

  • 19 institutional investors held American Century Focused Large Cap Value ETF (FLV) as of Q2 2021, up from 17 in Q1 2021.
  • Funds reported $221M of American Century Focused Large Cap Value ETF stock for Q2 2021, up 27% quarter-over-quarter.
  • 5 funds opened new American Century Focused Large Cap Value ETF positions in Q2 2021 and 2 closed out, a net change of +3 holders.
  • The largest American Century Focused Large Cap Value ETF buyer in Q2 2021 was American Century Companies, an estimated $28.5M added.
  • The largest American Century Focused Large Cap Value ETF seller in Q2 2021 was Creative Planning, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2021.