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American Century Focused Large Cap Value ETF

23 hedge funds and large institutions have $153M invested in American Century Focused Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

12% more capital invested

Capital invested by funds: $137M → $153M (+$16.1M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

10% more funds holding

Funds holding: 2123 (+2)

0.85% more ownership

Funds ownership: 81.3%82.15% (+0.85%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
10
Reduced
9
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
$69.8M -$8.12M -139,293 -10%
Creative Planning
2
Creative Planning
Kansas
$38M -$265K -4,540 -0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.7M +$3.44M +59,086 +28%
EFL
4
ERn Financial LLC
Wisconsin
$9.76M -$388K -6,653 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.67M +$946K +16,232 +26%
SW
6
StrongBox Wealth
Missouri
$2.72M +$138K +2,359 +5%
UBS Group
7
UBS Group
Switzerland
$2.55M +$2.02M +34,653 +397%
BFC
8
Bedel Financial Consulting
Indiana
$2.1M +$1.31M +22,522 +172%
CW
9
CIC Wealth
Maryland
$1.4M +$1.39M +23,868 New
CA
10
Claro Advisors
Massachusetts
$1.22M -$245K -4,199 -17%
CTC
11
Central Trust Company
Missouri
$1.18M +$377K +6,468 +47%
Citadel Advisors
12
Citadel Advisors
Florida
$707K +$192K +3,297 +38%
DWMS
13
Dominguez Wealth Management Solutions
Virginia
$618K +$613K +10,516 New
FAIM
14
Financial Advocates Investment Management
Washington
$506K -$382K -6,560 -43%
PPG
15
Peak Planning Group
Colorado
$377K +$6K +103 +2%
SF
16
Synovus Financial
Georgia
$337K -$58.2K -999 -15%
BFA
17
Beacon Financial Advisory
Ohio
$294K -$80.7K -1,385 -22%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$255K -$15.3K -263 -6%
ACP
19
Aveo Capital Partners
Colorado
$217K +$215K +3,694 New
Osaic Holdings
20
Osaic Holdings
Arizona
$205K +$178K +3,054 +705%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$76K +$2.51K +43 +3%
SPIA
22
Steward Partners Investment Advisory
New York
$28.2K +$28K +480 New
FHC
23
First Heartland Consultants
Missouri
$25.9K -$2.35M -40,368 -8%
Jane Street
24
Jane Street
New York
-$606K -11,453 Closed
MML Investors Services
25
MML Investors Services
Massachusetts
-$226K -4,260 Closed

FLV Hedge Fund Activity: Q4 2022 in Review

23 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Large Cap Value ETF (FLV) for Q4 2022, worth a combined $153M — up 12% from $137M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FLV positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.44M. The largest seller was American Century Companies, cutting an estimated $8.12M.

  • 23 institutional investors held American Century Focused Large Cap Value ETF (FLV) as of Q4 2022, up from 21 in Q3 2022.
  • Funds reported $153M of American Century Focused Large Cap Value ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 4 funds opened new American Century Focused Large Cap Value ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
  • The largest American Century Focused Large Cap Value ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $3.44M added.
  • The largest American Century Focused Large Cap Value ETF seller in Q4 2022 was American Century Companies, an estimated $8.12M sold.

Based on aggregated 13F filings for Q4 2022.