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American Century Quality Preferred ETF

19 hedge funds and large institutions have $43.7M invested in American Century Quality Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+7
Holders Change %
+58.33%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.1M 422,031 +30,425 +8%
SLWA
2
San Luis Wealth Advisors
California
$9.26M 258,105 +41,365 +19%
AF
3
Allworth Financial
California
$4.03M 112,474 -2,610 -2%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.25M 90,667 +90,667 New
PWM
5
Paulson Wealth Management
Illinois
$2.68M 74,738 +74,738 New
SWP
6
Stratos Wealth Partners
Ohio
$2.05M 57,089 -2,079 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.66M 46,306 +36,964 +396%
Lido Advisors
8
Lido Advisors
California
$1.65M 45,913 -9,197 -17%
HGERS
9
Householder Group Estate & Retirement Specialist
Arizona
$1.16M 32,353 +2,690 +9%
OC
10
OxenFree Capital
Florida
$827K 23,053 +23,053 New
KW
11
KWB Wealth
California
$618K 17,245 +17,245 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$368K 10,270
AA
13
Aire Advisors
California
$310K 8,627 +8,627 New
WCG
14
Weaver Consulting Group
California
$237K 6,600 +6,600 New
Citadel Advisors
15
Citadel Advisors
Florida
$226K 6,315 -5,686 -47%
CWA
16
Core Wealth Advisors
Florida
$113K 3,147 +990 +46%
PTC
17
Private Trust Company
Ohio
$65.1K 1,815 +1,815 New
UBS Group
18
UBS Group
Switzerland
$14.7K 409 +329 +411%
Morgan Stanley
19
Morgan Stanley
New York
$6.45K 180 +180 New
LPL Financial
20
LPL Financial
California
-17,478 Closed
CFGS
21
Concourse Financial Group Securities
Alabama