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American Century Multisector Income ETF

18 hedge funds and large institutions have $168M invested in American Century Multisector Income ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $140M → $168M (+$27.7M)

6.8% more ownership

Funds ownership: 104.22%111.02% (+6.8%)

6% more funds holding

Funds holding: 1718 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$86.2M
BCI
2
Brinker Capital Investments
Pennsylvania
$19.3M +$1.56M +35,907 +9%
OPS
3
Orion Portfolio Solutions
Nebraska
$19.3M +$18.6M +427,654 +3,058%
GA
4
Goldstein Advisors
Wisconsin
$14.3M +$377K +8,691 +3%
LWM
5
Ledge Wealth Management
Minnesota
$13.5M +$2.96M +68,297 +28%
LPL Financial
6
LPL Financial
California
$7.14M -$35.8K -825 -0.5%
Jane Street
7
Jane Street
New York
$5.61M +$822K +18,946 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.27M +$83.4K +1,922 +7%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$820K +$814K +18,760 New
LWMG
10
Levy Wealth Management Group
Pennsylvania
$397K -$34.9K -804 -8%
FAG
11
Fortitude Advisory Group
Washington
$211K
Osaic Holdings
12
Osaic Holdings
Arizona
$37K -$116K -2,675 -76%
PTC
13
Private Trust Company
Ohio
$18.8K
AAS
14
Ameritas Advisory Services
Nebraska
$4.67K +$4.64K +107 New
UBS Group
15
UBS Group
Switzerland
$2.71K -$52.3K -1,205 -95%
IGWM
16
ICA Group Wealth Management
Colorado
$1.92K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.66K +$1.22M +28,103 +284%
WP
18
WealthPLAN Partners
Nebraska
$437 +$434 +10 New
AssetMark Inc
19
AssetMark Inc
California
-$5.47K -128 Closed
FA
20
Fiduciary Alliance
South Carolina
-$1.2K -28 Closed

MUSI Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Century Multisector Income ETF (MUSI) for Q1 2023, worth a combined $168M — up 20% from $140M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MUSI positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Orion Portfolio Solutions, adding an estimated $18.6M. The largest seller was Osaic Holdings, cutting an estimated $116K.

  • 18 institutional investors held American Century Multisector Income ETF (MUSI) as of Q1 2023, up from 17 in Q4 2022.
  • Funds reported $168M of American Century Multisector Income ETF stock for Q1 2023, up 20% quarter-over-quarter.
  • 3 funds opened new American Century Multisector Income ETF positions in Q1 2023 and 2 closed out, a net change of +1 holder.
  • The largest American Century Multisector Income ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $18.6M added.
  • The largest American Century Multisector Income ETF seller in Q1 2023 was Osaic Holdings, an estimated $116K sold.

Based on aggregated 13F filings for Q1 2023.