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American Century Focused Large Cap Value ETF

28 hedge funds and large institutions have $197M invested in American Century Focused Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $180M → $197M (+$17.2M)

8% more funds holding

Funds holding: 2628 (+2)

3.5% less ownership

Funds ownership: 85.08%81.58% (-3.5%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
8
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
$72.5M -$887K -13,261 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$43.5M -$4.73M -70,722 -10%
Creative Planning
3
Creative Planning
Kansas
$40.4M -$1.99M -29,708 -5%
UBS Group
4
UBS Group
Switzerland
$6.41M -$18.3K -273 -0.3%
MML Investors Services
5
MML Investors Services
Massachusetts
$5.02M +$1.23M +18,384 +34%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.67M +$188K +2,810 +4%
BFC
7
Bedel Financial Consulting
Indiana
$4.3M +$75.3K +1,126 +2%
CFD
8
Creative Financial Designs
Indiana
$3.67M -$242K -3,622 -6%
SW
9
SkyOak Wealth
Michigan
$2.91M
PVI
10
Pine Valley Investments
New Jersey
$2.81M -$88.5K -1,323 -3%
CAM
11
CPA Asset Management
Florida
$2.76M +$1.1M +16,402 +71%
Bank of America
12
Bank of America
North Carolina
$1.63M +$182K +2,715 +13%
OFS
13
Orrstown Financial Services
Pennsylvania
$1.35M +$36.8K +550 +3%
ACG
14
Allen Capital Group
Nebraska
$1.31M +$5.42K +81 +0.4%
EWA
15
EP Wealth Advisors
California
$696K +$666K +9,950 New
DWMS
16
Dominguez Wealth Management Solutions
Virginia
$617K -$22.5K -337 -4%
S
17
Sunpointe
Missouri
$370K +$354K +5,289 New
PPG
18
Peak Planning Group
Colorado
$365K +$1.07K +16 +0.3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$331K +$72.3K +1,081 +30%
CTC
20
Central Trust Company
Missouri
$279K -$89.5K -1,338 -25%
CA
21
Claro Advisors
Massachusetts
$260K +$3.41K +51 +1%
DC
22
Davenport & Co
Virginia
$257K +$246K +3,670 New
LPL Financial
23
LPL Financial
California
$250K +$240K +3,580 New
ACP
24
Aveo Capital Partners
Colorado
$242K +$13.8K +206 +6%
IAG
25
Investment Advisory Group
Massachusetts
$213K +$204K +3,050 New

FLV Hedge Fund Activity: Q3 2024 in Review

28 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in American Century Focused Large Cap Value ETF (FLV) for Q3 2024, worth a combined $197M — up 9.6% from $180M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLV positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was MML Investors Services, adding an estimated $1.23M. The largest seller was Envestnet Asset Management, cutting an estimated $4.73M.

  • 28 institutional investors held American Century Focused Large Cap Value ETF (FLV) as of Q3 2024, up from 26 in Q2 2024.
  • Funds reported $197M of American Century Focused Large Cap Value ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 6 funds opened new American Century Focused Large Cap Value ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest American Century Focused Large Cap Value ETF buyer in Q3 2024 was MML Investors Services, an estimated $1.23M added.
  • The largest American Century Focused Large Cap Value ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2024.