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American Century Diversified Corporate Bond ETF

24 hedge funds and large institutions have $186M invested in American Century Diversified Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $169M → $186M (+$16.8M)

0% more funds holding

Funds holding: 2424 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.09% less ownership

Funds ownership: 96.91%89.82% (-7.1%)

98% less call options, than puts

Call options by funds: $118K | Put options by funds: $5.68M

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
11
Reduced
6
Closed
3
Calls
$118K
Puts
$5.68M
Net Calls
-$5.56M
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$56.5M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.5M +$313K +6,812 +1%
FAM
3
Flaharty Asset Management
Florida
$22.2M +$643K +13,998 +3%
LPL Financial
4
LPL Financial
California
$20.3M +$1.07M +23,373 +6%
PLFA
5
Pacific Life Fund Advisors
California
$19.7M -$677K -14,733 -3%
Morgan Stanley
6
Morgan Stanley
New York
$9.81M -$178K -3,884 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.37M +$7M +152,476 +2,353%
PAG
8
Private Advisor Group
New Jersey
$4.64M +$194K +4,228 +4%
Jane Street
9
Jane Street
New York
$3.26M +$1.44M +31,351 +81%
SFS
10
Starfox Financial Services
Texas
$2.42M +$44.5K +968 +2%
LA
11
Lindenwold Advisors
Pennsylvania
$2.09M +$114K +2,486 +6%
M1FG
12
Mach-1 Financial Group
Arkansas
$1.62M +$1.61K +35 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.15M +$317K +6,892 +39%
BRWA
14
B. Riley Wealth Advisors
Florida
$916K -$291K -6,334 -24%
IAG
15
Investment Advisory Group
Massachusetts
$369K
SEP
16
Southland Equity Partners
Missouri
$355K -$3.21K -70 -0.9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$351K +$110K +2,390 +46%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$345K +$341K +7,436 New
GWSG
19
GPS Wealth Strategies Group
Colorado
$55.9K +$55.3K +1,205 New
GRP
20
Global Retirement Partners
California
$32.8K +$1.15K +25 +4%
UBS Group
21
UBS Group
Switzerland
$6.17K -$76.1K -1,657 -93%
IGWM
22
ICA Group Wealth Management
Colorado
$2.13K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$986 -$63.6K -1,384 -6%
SS
24
Sunbelt Securities
Texas
$528 +$505 +11 New
Wells Fargo
25
Wells Fargo
California
$46 -$46 -1 Closed

KORP Hedge Fund Activity: Q1 2023 in Review

24 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Corporate Bond ETF (KORP) for Q1 2023, worth a combined $186M — up 9.9% from $169M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KORP positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $7M. The largest seller was Stewardship Advisors, exiting entirely with an estimated $2.05M sold.

  • 24 institutional investors held American Century Diversified Corporate Bond ETF (KORP) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $186M of American Century Diversified Corporate Bond ETF stock for Q1 2023, up 9.9% quarter-over-quarter.
  • 4 funds opened new American Century Diversified Corporate Bond ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest American Century Diversified Corporate Bond ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $7M added.
  • The largest American Century Diversified Corporate Bond ETF seller in Q1 2023 was Stewardship Advisors, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2023.