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American Century Focused Large Cap Value ETF

19 hedge funds and large institutions have $220M invested in American Century Focused Large Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less capital invested

Capital invested by funds: $221M → $220M (-$1.2M)

2,739.94% less ownership

Funds ownership: 2,827.04%87.1% (-2,740%)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$115M +$2.85M +46,614 +2%
Creative Planning
2
Creative Planning
Kansas
$42.7M -$1.7M -27,880 -4%
FHC
3
First Heartland Consultants
Missouri
$25.4M +$56.6K +926 +0.2%
CWAF
4
Core Wealth Advisors (Florida)
Florida
$13.3M +$1.35M +22,045 +11%
EFL
5
ERn Financial LLC
Wisconsin
$7.68M +$287K +4,706 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.66M -$539K -8,821 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.09M +$291K +4,761 +10%
SW
8
StrongBox Wealth
Missouri
$2.91M -$739K -12,102 -20%
Citadel Advisors
9
Citadel Advisors
Florida
$1.01M -$280K -4,590 -21%
CA
10
Claro Advisors
Massachusetts
$961K +$492K +8,061 +99%
GWM
11
Geneos Wealth Management
Colorado
$562K -$35K -573 -6%
MWM
12
Minot Wealth Management
Massachusetts
$509K +$55K +900 +12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$467K -$2.99K -49 -0.6%
BFA
14
Beacon Financial Advisory
Ohio
$464K
PPG
15
Peak Planning Group
Colorado
$343K +$354K +5,794 New
LNC
16
Lincoln National Corp
Pennsylvania
$271K +$1.1K +18 +0.4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$211K +$218K +3,573 New
CTC
18
Central Trust Company
Missouri
$96K +$92.7K +1,518 +1,393%
Morgan Stanley
19
Morgan Stanley
New York
$8K +$8.06K +132 New
SF
20
Synovus Financial
Georgia
-$395K -6,564 Closed
SWM
21
Spire Wealth Management
Virginia
-$118K -1,972 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$64K -1,061 Closed

FLV Hedge Fund Activity: Q3 2021 in Review

19 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Large Cap Value ETF (FLV) for Q3 2021, worth a combined $220M — down 0.54% from $221M a quarter earlier.

Fund positioning in FLV was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.85M. The largest seller was Creative Planning, cutting an estimated $1.7M.

  • 19 institutional investors held American Century Focused Large Cap Value ETF (FLV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $220M of American Century Focused Large Cap Value ETF stock for Q3 2021, down 0.54% quarter-over-quarter.
  • 3 funds opened new American Century Focused Large Cap Value ETF positions in Q3 2021 and 3 closed out, a net change of 0 holders.
  • The largest American Century Focused Large Cap Value ETF buyer in Q3 2021 was American Century Companies, an estimated $2.85M added.
  • The largest American Century Focused Large Cap Value ETF seller in Q3 2021 was Creative Planning, an estimated $1.7M sold.

Based on aggregated 13F filings for Q3 2021.