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American Century US Quality Growth ETF

68 hedge funds and large institutions have $537M invested in American Century US Quality Growth ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

71% more capital invested

Capital invested by funds: $315M → $537M (+$222M)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more funds holding

Funds holding: 5768 (+11)

1.89% more ownership

Funds ownership: 90.28%92.18% (+1.9%)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.07%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
14
Increased
35
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$78.9M +$34.7M +534,557 +88%
American Century Companies
2
American Century Companies
Missouri
$78.3M +$880K +13,552 +1%
MCM
3
Mainstay Capital Management
Michigan
$65.4M +$28M +430,962 +84%
GVAG
4
Great Valley Advisor Group
Delaware
$54.4M +$51.1M +787,050 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$43M -$411K -6,332 -1%
PPW
6
Parcion Private Wealth
Washington
$37.5M +$35.2M +542,148 New
SF
7
Synovus Financial
Georgia
$18.2M -$313K -4,815 -2%
PA
8
Procyon Advisors
Connecticut
$13M +$912K +14,045 +8%
IA
9
IAM Advisory
Pennsylvania
$11.1M -$64.7K -997 -0.6%
PSCM
10
Per Stirling Capital Management
Texas
$8.83M +$8.05M +124,002 +3,291%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.5M +$6.85M +105,519 +602%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$7.36M -$6.3M -97,016 -48%
Stifel Financial
13
Stifel Financial
Missouri
$6.76M +$2.3M +35,496 +57%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.63M +$692K +10,665 +12%
RA
15
Ruggaard & Associates
Ohio
$6.63M +$62.4K +961 +1%
FHA
16
Flagship Harbor Advisors
Massachusetts
$6.29M +$903K +13,904 +18%
EH
17
Equitable Holdings
New York
$5.83M +$1.24M +19,081 +29%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.58M +$5.25M +80,804 New
Bank of America
19
Bank of America
North Carolina
$5.05M -$6.47M -99,597 -58%
SWA
20
Stratos Wealth Advisors
Ohio
$4.97M +$221K +3,404 +5%
CAN
21
Cetera Advisor Networks
California
$4.74M -$135K -2,076 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.72M +$2.65M +40,788 +148%
MLA
23
MB, Levis & Associates
Pennsylvania
$4.71M +$96.3K +1,483 +2%
FAIM
24
Financial Advocates Investment Management
Washington
$4.67M +$2.67M +41,104 +155%
UBS Group
25
UBS Group
Switzerland
$4.37M +$1.46M +22,559 +55%

QGRO Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Century US Quality Growth ETF (QGRO) for Q2 2023, worth a combined $537M — up 71% from $315M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QGRO positions and 3 closed out — a net gain of 11 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $51.1M. The largest seller was Bank of America, cutting an estimated $6.47M.

  • 68 institutional investors held American Century US Quality Growth ETF (QGRO) as of Q2 2023, up from 57 in Q1 2023.
  • Funds reported $537M of American Century US Quality Growth ETF stock for Q2 2023, up 71% quarter-over-quarter.
  • 14 funds opened new American Century US Quality Growth ETF positions in Q2 2023 and 3 closed out, a net change of +11 holders.
  • The largest American Century US Quality Growth ETF buyer in Q2 2023 was Great Valley Advisor Group, an estimated $51.1M added.
  • The largest American Century US Quality Growth ETF seller in Q2 2023 was Bank of America, an estimated $6.47M sold.

Based on aggregated 13F filings for Q2 2023.