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American Century Multisector Income ETF

18 hedge funds and large institutions have $205M invested in American Century Multisector Income ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

22% more capital invested

Capital invested by funds: $168M → $205M (+$36.9M)

20.15% more ownership

Funds ownership: 111.02%131.17% (+20%)

0% more funds holding

Funds holding: 1818 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
9
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$84.5M
BCI
2
Brinker Capital Investments
Pennsylvania
$36.4M +$17.7M +408,169 +92%
OPS
3
Orion Portfolio Solutions
Nebraska
$36.4M +$17.7M +408,169 +92%
GA
4
Goldstein Advisors
Wisconsin
$18.7M +$4.78M +110,390 +34%
LWM
5
Ledge Wealth Management
Minnesota
$13.5M +$293K +6,772 +2%
LPL Financial
6
LPL Financial
California
$7.01M +$6.45K +149 +0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.31M +$1.7M +39,267 +103%
AWM
8
AE Wealth Management
Kansas
$1.2M +$1.21M +28,040 New
SF
9
Slagle Financial
Illinois
$1.19M +$1.2M +27,828 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.19M -$58.1K -1,341 -5%
Citadel Advisors
11
Citadel Advisors
Florida
$891K +$901K +20,807 New
LWMG
12
Levy Wealth Management Group
Pennsylvania
$389K
FAG
13
Fortitude Advisory Group
Washington
$248K +$41.4K +956 +20%
Osaic Holdings
14
Osaic Holdings
Arizona
$51.5K +$15.4K +355 +42%
HI
15
Harbour Investments
Wisconsin
$8.56K +$8.66K +200 New
IGWM
16
ICA Group Wealth Management
Colorado
$3.55K +$1.69K +39 +89%
WP
17
WealthPLAN Partners
Nebraska
$428
FA
18
Fiduciary Alliance
South Carolina
$128 +$130 +3 New
Jane Street
19
Jane Street
New York
-$5.61M -128,378 Closed
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
-$820K -18,760 Closed
PTC
21
Private Trust Company
Ohio
-$18.8K -430 Closed
AAS
22
Ameritas Advisory Services
Nebraska
-$4.67K -107 Closed
UBS Group
23
UBS Group
Switzerland
-$2.71K -62 Closed

MUSI Hedge Fund Activity: Q2 2023 in Review

18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Century Multisector Income ETF (MUSI) for Q2 2023, worth a combined $205M — up 22% from $168M a quarter earlier.

Fund positioning in MUSI was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 1 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $17.7M. The largest seller was Jane Street, exiting entirely with an estimated $5.61M sold.

  • 18 institutional investors held American Century Multisector Income ETF (MUSI) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $205M of American Century Multisector Income ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 5 funds opened new American Century Multisector Income ETF positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest American Century Multisector Income ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $17.7M added.
  • The largest American Century Multisector Income ETF seller in Q2 2023 was Jane Street, an estimated $5.61M sold.

Based on aggregated 13F filings for Q2 2023.