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American Century Diversified Corporate Bond ETF

37 hedge funds and large institutions have $238M invested in American Century Diversified Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

37% more funds holding

Funds holding: 2737 (+10)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

26% more capital invested

Capital invested by funds: $189M → $238M (+$49.4M)

6.08% more ownership

Funds ownership: 94.41%100.49% (+6.1%)

9% less call options, than puts

Call options by funds: $71K | Put options by funds: $78K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
13
Reduced
10
Closed
2
Calls
$71K
Puts
$78K
Net Calls
-$7K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$56.7M -$315 -7 -0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.5M +$2.37M +52,644 +7%
Morgan Stanley
3
Morgan Stanley
New York
$30.3M +$19M +423,648 +186%
FAM
4
Flaharty Asset Management
Florida
$20.4M -$4.63M -102,936 -19%
PLFA
5
Pacific Life Fund Advisors
California
$19.6M -$488K -10,849 -3%
MFG
6
Merit Financial Group
Georgia
$15.8M +$15.2M +338,918 New
LPL Financial
7
LPL Financial
California
$14M +$2.19M +48,651 +19%
CWAF
8
Core Wealth Advisors (Florida)
Florida
$14M -$64.2K -1,429 -0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.52M -$799K -17,778 -11%
DADC
10
D.A. Davidson & Co
Montana
$3.85M +$3.72M +82,805 New
LA
11
Lindenwold Advisors
Pennsylvania
$3.74M +$72.9K +1,623 +2%
Jane Street
12
Jane Street
New York
$3.1M +$1.1M +24,510 +58%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.64M +$378K +8,421 +31%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.54M +$427K +9,499 +40%
KAS
15
Kestra Advisory Services
Texas
$1.38M +$1.34M +29,751 New
Osaic Holdings
16
Osaic Holdings
Arizona
$907K -$77.3K -1,720 -8%
SFS
17
Sowell Financial Services
Arkansas
$894K -$7.87K -175 -0.9%
RJA
18
Raymond James & Associates
Florida
$763K +$737K +16,389 New
BRWA
19
B. Riley Wealth Advisors
Florida
$735K +$277K +6,160 +64%
UBS Group
20
UBS Group
Switzerland
$586K +$397K +8,843 +235%
Citadel Advisors
21
Citadel Advisors
Florida
$531K +$513K +11,406 New
PAG
22
Private Advisor Group
New Jersey
$467K +$115K +2,569 +34%
MML Investors Services
23
MML Investors Services
Massachusetts
$389K -$117K -2,605 -24%
IAG
24
Investment Advisory Group
Massachusetts
$370K
SEP
25
Southland Equity Partners
Missouri
$359K +$584 +13 +0.2%

KORP Hedge Fund Activity: Q4 2023 in Review

37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Corporate Bond ETF (KORP) for Q4 2023, worth a combined $238M — up 26% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KORP positions and 2 closed out — a net gain of 10 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was Flaharty Asset Management, cutting an estimated $4.63M.

  • 37 institutional investors held American Century Diversified Corporate Bond ETF (KORP) as of Q4 2023, up from 27 in Q3 2023.
  • Funds reported $238M of American Century Diversified Corporate Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 12 funds opened new American Century Diversified Corporate Bond ETF positions in Q4 2023 and 2 closed out, a net change of +10 holders.
  • The largest American Century Diversified Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19M added.
  • The largest American Century Diversified Corporate Bond ETF seller in Q4 2023 was Flaharty Asset Management, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2023.