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American Century Multisector Income ETF

20 hedge funds and large institutions have $173M invested in American Century Multisector Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 1820 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

16% less capital invested

Capital invested by funds: $205M → $173M (-$31.8M)

22.12% less ownership

Funds ownership: 131.17%109.05% (-22%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$82.4M +$5.55K +131 +0%
BCI
2
Brinker Capital Investments
Pennsylvania
$19.4M -$16.4M -385,950 -45%
OPS
3
Orion Portfolio Solutions
Nebraska
$19.4M -$16.4M -385,950 -45%
GA
4
Goldstein Advisors
Wisconsin
$19.4M +$1.09M +25,719 +6%
LWM
5
Ledge Wealth Management
Minnesota
$13.4M +$269K +6,337 +2%
LPL Financial
6
LPL Financial
California
$6.88M +$41.1K +969 +0.6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.4M +$172K +4,047 +5%
Jane Street
8
Jane Street
New York
$3.26M +$3.31M +78,078 New
AWM
9
AE Wealth Management
Kansas
$1.2M +$29.6K +698 +2%
SF
10
Slagle Financial
Illinois
$1.19M +$28.4K +670 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.14M -$26.7K -629 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$779K -$91.9K -2,167 -10%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$732K +$706K +16,656 New
FAG
14
Fortitude Advisory Group
Washington
$242K
LWMG
15
Levy Wealth Management Group
Pennsylvania
$237K -$145K -3,409 -38%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$48K +$48.5K +1,143 New
Osaic Holdings
17
Osaic Holdings
Arizona
$46.6K -$3.65K -86 -7%
HI
18
Harbour Investments
Wisconsin
$961 -$7.5K -177 -89%
AIP
19
Ameritas Investment Partners
Nebraska
$919 +$933 +22 New
VCM
20
Versant Capital Management
Arizona
$334 +$339 +8 New
IGWM
21
ICA Group Wealth Management
Colorado
-$3.55K -83 Closed
WP
22
WealthPLAN Partners
Nebraska
-$428 -10 Closed
FA
23
Fiduciary Alliance
South Carolina
-$128 -3 Closed

MUSI Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Century Multisector Income ETF (MUSI) for Q3 2023, worth a combined $173M — down 16% from $205M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MUSI positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.31M. The largest seller was Brinker Capital Investments, cutting an estimated $16.4M.

  • 20 institutional investors held American Century Multisector Income ETF (MUSI) as of Q3 2023, up from 18 in Q2 2023.
  • Funds reported $173M of American Century Multisector Income ETF stock for Q3 2023, down 16% quarter-over-quarter.
  • 5 funds opened new American Century Multisector Income ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest American Century Multisector Income ETF buyer in Q3 2023 was Jane Street, an estimated $3.31M added.
  • The largest American Century Multisector Income ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2023.