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American Century Multisector Income ETF

21 hedge funds and large institutions have $212M invested in American Century Multisector Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0% less capital invested

Capital invested by funds: $212M → $212M (-$357K)

5.74% less ownership

Funds ownership: 115.28%109.54% (-5.7%)

19% less funds holding

Funds holding: 2621 (-5)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
9
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$85.7M
BCI
2
Brinker Capital Investments
Pennsylvania
$32.1M -$5.09M -117,515 -14%
OPS
3
Orion Portfolio Solutions
Nebraska
$32.1M -$5.09M -117,515 -14%
LC
4
Legacy CG
Texas
$17.7M +$1.79M +41,305 +11%
DWM
5
Dakota Wealth Management
Florida
$15.1M +$15.1M +347,395 New
CCM
6
Condor Capital Management
New Jersey
$13.9M +$9.52M +219,724 +219%
LPL Financial
7
LPL Financial
California
$3.97M +$756K +17,448 +24%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.55M +$59.6K +1,376 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.51M +$1.5M +34,665 +149%
Citadel Advisors
10
Citadel Advisors
Florida
$1.78M -$454K -10,473 -20%
SF
11
Slagle Financial
Illinois
$1.42M -$1.32M -30,489 -48%
RJA
12
Raymond James & Associates
Florida
$780K +$779K +17,964 New
GA
13
Goldstein Advisors
Wisconsin
$582K -$129K -2,985 -18%
FZCM
14
Flynn Zito Capital Management
New York
$290K +$51.9K +1,197 +22%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$155K +$105K +2,421 +212%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$59K +$8.84K +204 +18%
Osaic Holdings
17
Osaic Holdings
Arizona
$23.7K +$6.02K +139 +34%
MCM
18
MV Capital Management
Maryland
$11.1K +$11.1K +256 New
UBS Group
19
UBS Group
Switzerland
$5.6K -$93.4K -2,155 -94%
IGWM
20
ICA Group Wealth Management
Colorado
$2.21K
VCM
21
Versant Capital Management
Arizona
$694
AWM
22
AE Wealth Management
Kansas
-$1.39M -31,992 Closed
ARC
23
Advisor Resource Council
Texas
-$1.1M -25,154 Closed
Jane Street
24
Jane Street
New York
-$1M -23,007 Closed
TI
25
tru Independence
Oregon
-$301K -6,913 Closed

MUSI Hedge Fund Activity: Q1 2024 in Review

21 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Century Multisector Income ETF (MUSI) for Q1 2024, worth a combined $212M — down 0.17% from $212M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MUSI and 3 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Dakota Wealth Management, opening a new position worth an estimated $15.1M. The largest seller was Brinker Capital Investments, cutting an estimated $5.09M.

  • 21 institutional investors held American Century Multisector Income ETF (MUSI) as of Q1 2024, down from 26 in Q4 2023.
  • Funds reported $212M of American Century Multisector Income ETF stock for Q1 2024, down 0.17% quarter-over-quarter.
  • 3 funds opened new American Century Multisector Income ETF positions in Q1 2024 and 7 closed out, a net change of -4 holders.
  • The largest American Century Multisector Income ETF buyer in Q1 2024 was Dakota Wealth Management, an estimated $15.1M added.
  • The largest American Century Multisector Income ETF seller in Q1 2024 was Brinker Capital Investments, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2024.