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American Century Diversified Corporate Bond ETF

38 hedge funds and large institutions have $221M invested in American Century Diversified Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 3538 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $226M → $221M (-$4.79M)

1.51% less ownership

Funds ownership: 89.71%88.2% (-1.5%)

37% less call options, than puts

Call options by funds: $206K | Put options by funds: $326K

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
17
Reduced
9
Closed
4
Calls
$206K
Puts
$326K
Net Calls
-$120K
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$56.1M +$91 +2 +0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.1M +$1.51M +33,122 +4%
FAM
3
Flaharty Asset Management
Florida
$18.7M +$561K +12,283 +3%
MFG
4
Merit Financial Group
Georgia
$18.1M +$456K +9,986 +3%
Morgan Stanley
5
Morgan Stanley
New York
$16.2M +$241K +5,281 +2%
CWAF
6
Core Wealth Advisors (Florida)
Florida
$13.9M +$163K +3,574 +1%
LPL Financial
7
LPL Financial
California
$13.2M +$634K +13,867 +5%
UBS Group
8
UBS Group
Switzerland
$11.1M +$10.4M +228,280 +1,717%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.57M -$65.4K -1,430 -1%
LA
10
Lindenwold Advisors
Pennsylvania
$4.4M +$293K +6,407 +7%
KAS
11
Kestra Advisory Services
Texas
$4.19M +$1.21M +26,513 +41%
DADC
12
D.A. Davidson & Co
Montana
$3.74M +$48.6K +1,063 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.97M -$288K -6,293 -9%
Jane Street
14
Jane Street
New York
$1.96M -$604K -13,225 -24%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.61M +$15K +329 +0.9%
JWCA
16
J.W. Cole Advisors
Florida
$1.19M +$1.18M +25,771 New
SFS
17
Sowell Financial Services
Arkansas
$955K +$36.1K +790 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$758K -$45.3K -991 -6%
RJA
19
Raymond James & Associates
Florida
$740K -$5.26K -115 -0.7%
PAG
20
Private Advisor Group
New Jersey
$622K +$618K +13,524 New
IAA
21
Independent Advisor Alliance
North Carolina
$521K +$83.9K +1,836 +19%
SEP
22
Southland Equity Partners
Missouri
$456K +$8.69K +190 +2%
IAG
23
Investment Advisory Group
Massachusetts
$366K
MML Investors Services
24
MML Investors Services
Massachusetts
$348K +$346K +7,559 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$327K +$35.9K +785 +12%

KORP Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Corporate Bond ETF (KORP) for Q2 2024, worth a combined $221M — down 2.1% from $226M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KORP positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $10.4M. The largest seller was Pacific Life Fund Advisors, exiting entirely with an estimated $20M sold.

  • 38 institutional investors held American Century Diversified Corporate Bond ETF (KORP) as of Q2 2024, up from 35 in Q1 2024.
  • Funds reported $221M of American Century Diversified Corporate Bond ETF stock for Q2 2024, down 2.1% quarter-over-quarter.
  • 7 funds opened new American Century Diversified Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest American Century Diversified Corporate Bond ETF buyer in Q2 2024 was UBS Group, an estimated $10.4M added.
  • The largest American Century Diversified Corporate Bond ETF seller in Q2 2024 was Pacific Life Fund Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2024.