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American Century Focused Large Cap Value ETF

18 hedge funds and large institutions have $181M invested in American Century Focused Large Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

6% more capital invested

Capital invested by funds: $171M → $181M (+$10.2M)

3.12% less ownership

Funds ownership: 84.4%81.27% (-3.1%)

10% less funds holding

Funds holding: 2018 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$81.9M -$2.79M -45,884 -3%
Creative Planning
2
Creative Planning
Kansas
$40.8M -$409K -6,721 -1%
FHC
3
First Heartland Consultants
Missouri
$29.7M -$132K -2,166 -0.4%
EFL
4
ERn Financial LLC
Wisconsin
$9.36M +$1.66M +27,236 +22%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.72M +$1.83M +30,126 +27%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.28M +$56.2K +924 +2%
SW
7
StrongBox Wealth
Missouri
$2.83M -$336K -5,533 -11%
CA
8
Claro Advisors
Massachusetts
$1.27M
MWM
9
Minot Wealth Management
Massachusetts
$623K +$85.1K +1,400 +16%
BFA
10
Beacon Financial Advisory
Ohio
$517K +$32.5K +535 +7%
UBS Group
11
UBS Group
Switzerland
$431K +$300K +4,927 +240%
CTC
12
Central Trust Company
Missouri
$393K +$136K +2,244 +54%
MML Investors Services
13
MML Investors Services
Massachusetts
$381K +$49K +805 +15%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$303K -$19.3K -317 -6%
ACP
15
Aveo Capital Partners
Colorado
$228K +$225K +3,700 New
SF
16
Synovus Financial
Georgia
$223K +$219K +3,603 New
CSB
17
City State Bank
Iowa
$121K
Osaic Holdings
18
Osaic Holdings
Arizona
$18K +$17.5K +287 New
CWAF
19
Core Wealth Advisors (Florida)
Florida
-$14.1M -231,098 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$6.7M -109,479 Closed
GWM
21
Geneos Wealth Management
Colorado
-$571K -9,346 Closed
SCA
22
Snowden Capital Advisors
New York
-$56K -925 Closed

FLV Hedge Fund Activity: Q1 2022 in Review

18 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Large Cap Value ETF (FLV) for Q1 2022, worth a combined $181M — up 6% from $171M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FLV and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.83M. The largest seller was Core Wealth Advisors (Florida), exiting entirely with an estimated $14.1M sold.

  • 18 institutional investors held American Century Focused Large Cap Value ETF (FLV) as of Q1 2022, down from 20 in Q4 2021.
  • Funds reported $181M of American Century Focused Large Cap Value ETF stock for Q1 2022, up 6% quarter-over-quarter.
  • 3 funds opened new American Century Focused Large Cap Value ETF positions in Q1 2022 and 4 closed out, a net change of -1 holder.
  • The largest American Century Focused Large Cap Value ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $1.83M added.
  • The largest American Century Focused Large Cap Value ETF seller in Q1 2022 was Core Wealth Advisors (Florida), an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2022.