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American Century Diversified Corporate Bond ETF

27 hedge funds and large institutions have $189M invested in American Century Diversified Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

13% more funds holding

Funds holding: 2427 (+3)

3.51% more ownership

Funds ownership: 90.89%94.41% (+3.5%)

5% more capital invested

Capital invested by funds: $180M → $189M (+$8.67M)

11% less call options, than puts

Call options by funds: $84K | Put options by funds: $94K

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
5
Increased
11
Reduced
6
Closed
2
Calls
$84K
Puts
$94K
Net Calls
-$10K
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$54.2M +$2.39K +53 +0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.5M +$1.56M +34,595 +5%
FAM
3
Flaharty Asset Management
Florida
$24.1M +$1.15M +25,507 +5%
PLFA
4
Pacific Life Fund Advisors
California
$19.2M +$158K +3,496 +0.8%
CWAF
5
Core Wealth Advisors (Florida)
Florida
$13.4M +$13.6M +301,723 New
LPL Financial
6
LPL Financial
California
$11.2M -$329K -7,290 -3%
Morgan Stanley
7
Morgan Stanley
New York
$10.1M +$13K +287 +0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.03M +$826K +18,301 +13%
LA
9
Lindenwold Advisors
Pennsylvania
$3.51M +$428K +9,483 +14%
SFS
10
Starfox Financial Services
Texas
$2.64M +$298K +6,591 +12%
Jane Street
11
Jane Street
New York
$1.87M -$3.99M -88,354 -68%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.2M +$427K +9,469 +54%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.05M +$106K +2,359 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$944K -$188K -4,168 -16%
SFS
15
Sowell Financial Services
Arkansas
$863K +$875K +19,389 New
MML Investors Services
16
MML Investors Services
Massachusetts
$488K +$495K +10,959 New
BRWA
17
B. Riley Wealth Advisors
Florida
$429K -$222K -4,915 -34%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$410K
IAG
19
Investment Advisory Group
Massachusetts
$354K
SEP
20
Southland Equity Partners
Missouri
$343K -$2.71K -60 -0.8%
PAG
21
Private Advisor Group
New Jersey
$332K +$115K +2,539 +52%
CA
22
Calton & Associates
Florida
$303K +$307K +6,806 New
PWA
23
PCG Wealth Advisors
Kansas
$203K -$23.7K -526 -10%
UBS Group
24
UBS Group
Switzerland
$167K +$170K +3,755 New
GWSG
25
GPS Wealth Strategies Group
Colorado
$52.3K

KORP Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Corporate Bond ETF (KORP) for Q3 2023, worth a combined $189M — up 4.8% from $180M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KORP positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Core Wealth Advisors (Florida), opening a new position worth an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $3.99M.

  • 27 institutional investors held American Century Diversified Corporate Bond ETF (KORP) as of Q3 2023, up from 24 in Q2 2023.
  • Funds reported $189M of American Century Diversified Corporate Bond ETF stock for Q3 2023, up 4.8% quarter-over-quarter.
  • 5 funds opened new American Century Diversified Corporate Bond ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest American Century Diversified Corporate Bond ETF buyer in Q3 2023 was Core Wealth Advisors (Florida), an estimated $13.6M added.
  • The largest American Century Diversified Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $3.99M sold.

Based on aggregated 13F filings for Q3 2023.