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American Century Focused Large Cap Value ETF

25 hedge funds and large institutions have $186M invested in American Century Focused Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $153M → $186M (+$33.4M)

9% more funds holding

Funds holding: 2325 (+2)

2.36% more ownership

Funds ownership: 82.15%84.51% (+2.4%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
7
Reduced
10
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
$68.6M -$341K -5,805 -0.5%
Creative Planning
2
Creative Planning
Kansas
$37.3M -$204K -3,477 -0.5%
FHC
3
First Heartland Consultants
Missouri
$25M -$513K -8,728 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.5M +$2.99M +50,991 +19%
EFL
5
ERn Financial LLC
Wisconsin
$9.34M -$292K -4,974 -3%
UBS Group
6
UBS Group
Switzerland
$5.2M +$2.72M +46,315 +107%
Citadel Advisors
7
Citadel Advisors
Florida
$3.54M +$2.88M +49,023 +408%
PVI
8
Pine Valley Investments
New Jersey
$3.41M +$3.4M +57,816 New
CFD
9
Creative Financial Designs
Indiana
$3.19M +$3.23M +54,986 New
BFC
10
Bedel Financial Consulting
Indiana
$2.88M +$820K +13,965 +39%
SW
11
StrongBox Wealth
Missouri
$1.87M -$820K -13,970 -30%
CTC
12
Central Trust Company
Missouri
$1.57M +$404K +6,885 +34%
CW
13
CIC Wealth
Maryland
$1.39M +$7.63K +130 +0.5%
CA
14
Claro Advisors
Massachusetts
$1.17M -$32.5K -553 -3%
ACG
15
Allen Capital Group
Nebraska
$763K +$772K +13,152 New
DWMS
16
Dominguez Wealth Management Solutions
Virginia
$625K +$15.3K +261 +2%
FAIM
17
Financial Advocates Investment Management
Washington
$499K
PPG
18
Peak Planning Group
Colorado
$367K -$4.64K -79 -1%
SF
19
Synovus Financial
Georgia
$316K -$16.7K -285 -5%
BFA
20
Beacon Financial Advisory
Ohio
$290K
ACP
21
Aveo Capital Partners
Colorado
$214K
Osaic Holdings
22
Osaic Holdings
Arizona
$155K -$47.9K -816 -23%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.57K -$41.2K -701 -0.9%
Bank of America
24
Bank of America
North Carolina
$1.92K +$1.94K +33 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$58 +$59 +1 New

FLV Hedge Fund Activity: Q1 2023 in Review

25 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Large Cap Value ETF (FLV) for Q1 2023, worth a combined $186M — up 22% from $153M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLV positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Creative Financial Designs, opening a new position worth an estimated $3.23M. The largest seller was StrongBox Wealth, cutting an estimated $820K.

  • 25 institutional investors held American Century Focused Large Cap Value ETF (FLV) as of Q1 2023, up from 23 in Q4 2022.
  • Funds reported $186M of American Century Focused Large Cap Value ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 5 funds opened new American Century Focused Large Cap Value ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest American Century Focused Large Cap Value ETF buyer in Q1 2023 was Creative Financial Designs, an estimated $3.23M added.
  • The largest American Century Focused Large Cap Value ETF seller in Q1 2023 was StrongBox Wealth, an estimated $820K sold.

Based on aggregated 13F filings for Q1 2023.