American Century Short Duration Strategic Income ETF
SDSI
9 hedge funds and large institutions have $19.4M invested in American Century Short Duration Strategic Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
10% less funds holding
Funds holding: 10 → 9 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
25.44% less ownership
Funds ownership: 88.87% → 63.43% (-25%)
39% less capital invested
Capital invested by funds: $31.6M → $19.4M (-$12.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UW
Unique Wealth
Clearwater,
Florida
|
+$1.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$627K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$416K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$311K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$96.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.6M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$4.36M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$2.29M |
| 4 |
EFG
Ehrlich Financial Group
Laguna Niguel,
California
|
-$1.39M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$994K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
American Century Companies
Kansas City,
Missouri
| $12.4M | -$2.29M | -45,000 | -16% |
|
|
VWA
2
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.58M | -$4.36M | -85,839 | -73% |
|
|
UW
3
Unique Wealth
Clearwater,
Florida
| $1.2M | +$1.2M | +23,639 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.05M | -$994K | -19,566 | -49% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.01M | +$311K | +6,126 | +44% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $860K | +$96.1K | +1,891 | +13% |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $628K | +$627K | +12,335 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $417K | +$416K | +8,194 | New |
|
|
WCG
9
Weaver Consulting Group
Huntington Beach,
California
| $277K | +$35.6K | +700 | +15% |
|
|
10
Jane Street
New York
| – | -$5.6M | -110,123 | Closed |
|
|
EFG
11
Ehrlich Financial Group
Laguna Niguel,
California
| – | -$1.39M | -27,292 | Closed |
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$322K | -6,416 | Closed |
|
13
UBS Group
Zurich,
Switzerland
| – | -$7.32K | -144 | Closed |
|
SDSI Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in American Century Short Duration Strategic Income ETF (SDSI) for Q1 2024, worth a combined $19.4M — down 39% from $31.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SDSI and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Unique Wealth, opening a new position worth an estimated $1.2M. The largest seller was Jane Street, exiting entirely with an estimated $5.6M sold.
- 9 institutional investors held American Century Short Duration Strategic Income ETF (SDSI) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $19.4M of American Century Short Duration Strategic Income ETF stock for Q1 2024, down 39% quarter-over-quarter.
- 3 funds opened new American Century Short Duration Strategic Income ETF positions in Q1 2024 and 4 closed out, a net change of -1 holder.
- The largest American Century Short Duration Strategic Income ETF buyer in Q1 2024 was Unique Wealth, an estimated $1.2M added.
- The largest American Century Short Duration Strategic Income ETF seller in Q1 2024 was Jane Street, an estimated $5.6M sold.
Based on aggregated 13F filings for Q1 2024.