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American Century Focused Large Cap Value ETF

27 hedge funds and large institutions have $195M invested in American Century Focused Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more capital invested

Capital invested by funds: $180M → $195M (+$15.6M)

8% more funds holding

Funds holding: 2527 (+2)

1.19% more ownership

Funds ownership: 85.01%86.2% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
10
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$70M -$1.54M -24,595 -2%
Creative Planning
2
Creative Planning
Kansas
$40.1M -$457K -7,302 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34M +$4.17M +66,610 +15%
FHC
4
First Heartland Consultants
Missouri
$15.5M -$1.82M -29,059 -11%
UBS Group
5
UBS Group
Switzerland
$5.98M +$740K +11,830 +15%
BFC
6
Bedel Financial Consulting
Indiana
$4.21M +$76.3K +1,219 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.13M -$10.6K -169 -0.3%
CFD
8
Creative Financial Designs
Indiana
$3.58M -$73.3K -1,172 -2%
MML Investors Services
9
MML Investors Services
Massachusetts
$3.22M +$2.01M +32,147 +184%
PVI
10
Pine Valley Investments
New Jersey
$2.73M -$822K -13,142 -24%
SW
11
SkyOak Wealth
Michigan
$2.57M +$1.26M +20,082 +103%
CTC
12
Central Trust Company
Missouri
$1.63M -$508K -8,124 -24%
CAM
13
CPA Asset Management
Florida
$1.44M +$127K +2,029 +10%
OFS
14
Orrstown Financial Services
Pennsylvania
$1.22M -$166K -2,650 -12%
ACG
15
Allen Capital Group
Nebraska
$1.09M +$148K +2,362 +16%
Bank of America
16
Bank of America
North Carolina
$847K +$636K +10,165 +354%
DWMS
17
Dominguez Wealth Management Solutions
Virginia
$631K -$22.2K -355 -4%
JWCA
18
J.W. Cole Advisors
Florida
$557K +$537K +8,577 New
BFA
19
Beacon Financial Advisory
Ohio
$373K +$24.4K +390 +7%
PPG
20
Peak Planning Group
Colorado
$346K +$1.94K +31 +0.6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$245K -$19K -304 -7%
AAS
22
Avantax Advisory Services
Texas
$237K -$11.1K -178 -5%
SW
23
StrongBox Wealth
Missouri
$235K -$47.4K -758 -17%
ACP
24
Aveo Capital Partners
Colorado
$207K +$204K +3,256 New
FAIM
25
Financial Advocates Investment Management
Washington
$203K +$251K +4,020 New

FLV Hedge Fund Activity: Q1 2024 in Review

27 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Large Cap Value ETF (FLV) for Q1 2024, worth a combined $195M — up 8.7% from $180M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FLV positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.17M. The largest seller was First Heartland Consultants, cutting an estimated $1.82M.

  • 27 institutional investors held American Century Focused Large Cap Value ETF (FLV) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $195M of American Century Focused Large Cap Value ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 3 funds opened new American Century Focused Large Cap Value ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
  • The largest American Century Focused Large Cap Value ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $4.17M added.
  • The largest American Century Focused Large Cap Value ETF seller in Q1 2024 was First Heartland Consultants, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2024.