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American Century Diversified Corporate Bond ETF

21 hedge funds and large institutions have $116M invested in American Century Diversified Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

1% more capital invested

Capital invested by funds: $115M → $116M (+$761K)

3.97% less ownership

Funds ownership: 93%89.03% (-4%)

5% less funds holding

Funds holding: 2221 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
12
Reduced
5
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
$64.7M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28M +$3.24M +61,244 +13%
FAM
3
Flaharty Asset Management
Florida
$10.3M +$1.31M +24,710 +15%
LPL Financial
4
LPL Financial
California
$2.86M +$10K +190 +0.4%
SA
5
Stewardship Advisors
Pennsylvania
$2.65M -$5.39M -101,872 -67%
LWAC
6
Laurel Wealth Advisors (California)
California
$1.61M -$163K -3,078 -9%
Jane Street
7
Jane Street
New York
$990K -$664K -12,553 -40%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$843K +$596K +11,267 +244%
BRWA
9
B. Riley Wealth Advisors
Florida
$757K +$81K +1,532 +12%
OIA
10
OneDigital Investment Advisors
Kansas
$531K
Morgan Stanley
11
Morgan Stanley
New York
$501K +$64.9K +1,228 +15%
Citadel Advisors
12
Citadel Advisors
Florida
$425K -$107K -2,027 -20%
CAN
13
Claraphi Advisory Network
United States
$391K +$31.2K +591 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$339K +$316K +5,985 +1,527%
PPG
15
Peak Planning Group
Colorado
$270K +$269K +5,096 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$270K +$846 +16 +0.3%
CA
17
Calton & Associates
Florida
$211K +$211K +3,984 New
GWM
18
Geneos Wealth Management
Colorado
$46K +$13.2K +250 +38%
APA
19
American Portfolios Advisors
New York
$29.7K -$3.7K -70 -11%
SFS
20
Sowell Financial Services
Arkansas
$22K +$370 +7 +2%
ASN
21
Advisory Services Network
Georgia
$11K +$211 +4 +2%
UBS Group
22
UBS Group
Switzerland
-$33K -624 Closed
FWP
23
FAS Wealth Partners
Kansas
-$12K -229 Closed
Wells Fargo
24
Wells Fargo
California
-$53 -1 Closed

KORP Hedge Fund Activity: Q4 2020 in Review

21 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Corporate Bond ETF (KORP) for Q4 2020, worth a combined $116M — up 0.66% from $115M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of KORP and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 12 added.

The largest buyer was Envestnet Asset Management, adding an estimated $3.24M. The largest seller was Stewardship Advisors, cutting an estimated $5.39M.

  • 21 institutional investors held American Century Diversified Corporate Bond ETF (KORP) as of Q4 2020, down from 22 in Q3 2020.
  • Funds reported $116M of American Century Diversified Corporate Bond ETF stock for Q4 2020, up 0.66% quarter-over-quarter.
  • 2 funds opened new American Century Diversified Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of -1 holder.
  • The largest American Century Diversified Corporate Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $3.24M added.
  • The largest American Century Diversified Corporate Bond ETF seller in Q4 2020 was Stewardship Advisors, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2020.